The Gold Standard

The Gold Standard
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Your weekly pulse on precious metals markets. From gold price swings and mining shakeups to silver trends and smart investment plays, The Gold Standard cuts through the noise to deliver the insights that matter. Two hosts, sharp analysis, and all the bullion news you need to stay ahead of the curve.

  1. 2d ago

    Gold's Two-Month High and the Road to $5,000

    Marcus and Sasha break down gold's move to a two-month high following soft US inflation data, unpacking why falling real rates rather than inflation itself are driving the metal higher. They review LBMA and UBS forecasts pointing toward $4,500 and $5,000 gold, then turn to Citi's bold $90 silver call, weighing whether investment demand can justify that target and examining CME's new round-the-clock silver futures. The conversation moves into mining and equities, covering the Equinox-Orla merger that created North America's senior gold producer, plus fresh exploration spending from Fortuna and Americas Gold and Silver. Marcus and Sasha debate whether leveraged mining stocks or physical bullion make more sense for a typical portfolio. The episode closes with a strange ten-million-dollar gold find beneath a Belgian brewery and a timely warning about gold-related phone scams, including a near-miss involving a 93-year-old victim and $600,000. - Why falling real rates, not inflation, are pushing gold prices higher - LBMA and UBS price targets and what they imply for the metal's outlook - The case for and against Citi's $90 silver forecast - What the Equinox-Orla merger means for gold mining industry structure - Three concrete red flags to help spot gold-related investment scams Questions or feedback? Reach the show at GoldStandard@heymato.com, and if you found this episode useful, subscribe and leave a review.

  2. Aug 10

    Gold's Seven-Week High and Silver Past $64

    Marcus and Sasha break down a major move in the precious metals market, starting with gold's largest single-day advance in five months. They explore how hopes for a Strait of Hormuz reopening, combined with a weak payrolls report, pushed gold to a seven-week peak and reshaped expectations for the Fed's next move. The conversation then turns to silver, which cleared $64 and broke through its 50-day moving average on the same jobs data, with speculator positioning hitting a two-year bullish extreme. From there, the hosts unpack Wheaton Precious Metals' record first-half 2026 results and 18% dividend hike, explaining how the streaming model translates rising metals prices into shareholder returns. They close with a look at central bank gold buying from South Korea and China, and what it could mean for UBS's $5,000 gold price target. - Gold's rally tied to Middle East supply fears and a weaker jobs report - Silver breaks key technical levels as speculative positioning hits a two-year high - Wheaton Precious Metals posts record revenue, earnings and a bigger dividend - Bank of Korea and China's central bank ramp up physical gold purchases - What official-sector demand could mean for long-term gold price targets If this episode was useful, subscribe and leave a review. Questions or topic suggestions can be sent to GoldStandard@heymato.com.

  3. Aug 3

    Gold Above $4,100 and Silver's Standoff at $60

    Marcus and Sasha unpack a big week for precious metals, starting with gold's climb past $4,100 an ounce after the Fed held rates steady and a softer PCE print gave the market a lift. They dig into a puzzling data revision: an FT report showing Q1 central bank gold buying was cut by 76%, followed by a record 289-tonne haul in Q2. From there, the conversation turns to silver's stalled run near $60, where JPMorgan's lowered price target sits at odds with a physical deficit that hasn't eased. The hosts also cover major mining news, including the collapse of Allied Gold's $5.5 billion sale to Zijin, Getchell Gold's Fondaway Canyon project economics, and Endeavour Silver's latest quarterly results. They close with a look at how gold and silver trading is becoming a round-the-clock market, examining new options on Binance, CME's first weekend of 24/7 futures trading, and a retail rebound at the Royal Mint, while raising questions about counterparty risk across these new access points. - Gold tops $4,100 as Fed policy and inflation data shift real-rate expectations - Central bank buying data shows a sharp Q1 revision followed by a record Q2 - Silver price targets fall even as the physical market stays in deficit - Allied Gold's $5.5 billion Zijin deal collapses amid falling spot prices - Round-the-clock trading expands through Binance, CME, and the Royal Mint Listeners will come away with a clearer picture of how monetary policy, physical supply, and market structure are shaping gold and silver right now, and what to watch as trading moves toward a 24/7 model. Subscribe and leave a review if this episode was helpful. Questions or feedback can be sent to GoldStandard@heymato.com.

  4. Jun 15

    Gold Breaks $4,400, a $40 Million Heist, and What Silver's Next Move Tells Us

    This week on The Gold Standard, Marcus Blackwell and Sasha Reyes work through one of the most volatile trading weeks of the year for precious metals. Gold broke below $4,400 on US-Iran strike fears before reversing sharply on ceasefire reports, and the hosts use that single-week swing to examine the full geopolitical transmission chain from oil prices to inflation expectations to real yields to gold. They also cover a striking real-world story involving a former CIA officer charged after the FBI seized $40 million in gold bars from his home, a tightening silver supply picture tied to Mexico and Peru inventory constraints, and fresh drill results from Americas Gold and Silver, Brixton Metals, Radisson, and White Gold Corp. Listeners will come away with a clearer framework for distinguishing short-term war premiums from structural repricings, a grounded understanding of the practical tradeoffs between physical gold, ETFs, and miner exposure, and a forward-looking test to watch: whether gold can hold above $4,400 on structural demand once the geopolitical headline risk fades. - Gold's volatility in context: The January record high of $5,595 and subsequent 19 percent correction set the backdrop for evaluating whether the current floor near $4,300 represents durable support. - Physical versus paper gold: The $40 million gold seizure case highlights the custody costs and logistical realities that separate physical ownership from ETF or paper exposure. - Silver supply tightening: Above-ground inventories have fallen to 136 million ounces, and CPM Group's 2026 demand outlook frames what that means for prices and miners with high-grade assets. - Exploration as a leading indicator: Drill results from Radisson's O'Brien project and White Gold Corp in the Yukon represent material resource upgrades, not incremental additions, and matter most when evaluating miner leverage to a macro thesis. - The forward test: The Iran ceasefire scenario is the week's key variable — whether gold holds above $4,400 once the war premium fades will signal the strength of underlying structural demand. Subscribe and leave a review if this episode brought you value. Send questions to GoldStandard@heymato.com.

  5. Jun 8

    Gold Loses Its Gains, Central Banks Load Up, and Silver Keeps Sliding

    This episode of The Gold Standard examines a week of sharp contradictions in the precious metals market: gold posted its worst single-day loss since March, silver fell even harder, and yet a silver mining company raised $270 million in a successful IPO. Hosts Marcus Blackwell and Sasha Reyes work through what a blowout jobs report means for near-term price pressure while making the case that the structural story underneath remains intact. Listeners will come away with a clearer understanding of how rate expectations, dollar strength, and central bank behavior interact with gold and silver prices, and why short-term technical damage does not necessarily reflect the longer-term demand floor being built by institutions around the world. - Gold erased all of 2026's gains in a single session after Friday's jobs report crushed Fed rate-cut expectations and sent the dollar surging, with spot settling near $4,353 per ounce. - Gold has overtaken US Treasuries in global reserves, reaching 27% versus 22% according to a new ECB report, a structural shift that one bad week does not reverse. - Silver fell nearly 7% in one session, breaking its 200-day moving average and raising analyst concerns about a potential move toward $60, amplified by its dual monetary and industrial identity. - Sunshine Silver raised $270 million in a US IPO to restart a historic Idaho mine, with shares up 11% on debut, illustrating the gap between short-term paper-market fear and long-horizon capital conviction. - Central banks were not selling during the selloff, a key data point Marcus and Sasha use to separate cyclical rate-driven pressure from the broader re-monetization of gold in global reserves. Subscribe and leave a review if this episode added value to your week. Send questions or feedback to GoldStandard@heymato.com.

  6. Jun 5

    Ceasefire, Silver Surge, and Wall Street's New Gold Price Targets

    This episode of The Gold Standard breaks down a volatile week across precious metals markets, covering gold's 2.4% weekly gain, silver's historic single-session surge, standout earnings from major miners, and where institutional money sees prices heading through the rest of 2026. Hosts Marcus and Sasha walk through the competing forces shaping gold right now — ceasefire headlines, US-Iran tensions, Chinese central bank buying, and a softer dollar — while explaining why Morgan Stanley frames gold as a rates trade rather than a fear trade. Silver gets extended attention following its 8.98% single-day jump to $80.32 per ounce and a US regulator's public statement that the silver market is structurally broken. On the mining side, the episode contextualizes Barrick's tripled net earnings and Wheaton Precious Metals' record Q1 revenue within a broader wave of mid-tier M&A that reflects both opportunity and competitive pressure. - Gold touched $4,750 Thursday before settling near $4,723 Friday, with technical support at $4,665 in focus as geopolitical uncertainty persists. - Silver surged 8.98% on May 7 to $80.32 per ounce, a 142% year-over-year gain, amid concerns about structural fragility in the paper silver market. - Barrick tripled net earnings to $1.6 billion on a 66% jump in realized gold prices; Wheaton posted record Q1 revenue of $901 million, up 92% year-over-year. - Bank forecasts range from $5,200 to $6,000+, with $6.6 billion in ETF inflows signaling institutional rotation back into gold after a recent selloff. - The gold-to-silver ratio at 58 suggests silver may be entering a phase of relative outperformance. Subscribe and leave a review if this episode brought you value. Send questions to GoldStandard@heymato.com.

  7. Jun 5

    Iran Deal Hopes, Central Bank Conviction, and the $6,000 Gold Question

    In this episode of The Gold Standard, hosts Marcus Blackwell and Sasha Reyes work through a full-spectrum gold market update spanning geopolitics, central bank strategy, institutional price forecasts, and mining sector developments. The catalyst for today's discussion is rising gold prices tied to U.S.-Iran deal prospects, and the episode traces exactly how that geopolitical story moves through oil prices, real yields, and into bullion. Listeners will come away with a grounded understanding of why central banks are accelerating gold purchases, what Bank of America's $6,000 gold target actually means as a structural argument rather than a price prediction, and how to think practically about miner equities versus direct bullion exposure heading into a cost-squeeze quarter for the mining industry. - Geopolitics and gold: Marcus explains the oil-to-real-yield transmission mechanism connecting Iran deal prospects to today's gold move, while Sasha stress-tests whether the rally is sustainable or headline-driven. - Central bank demand: Goldman Sachs revised its 2026 gold demand forecast upward. The episode grounds that revision in sovereign buyer data and frames reserve manager shifts away from Treasuries as a systemic statement, not a tactical trade. - Institutional forecasts: The Bank of America $6,000 gold target is examined as a conditional call on U.S. dollar credibility, with Sasha presenting the honest counterargument on why the thesis is not self-executing. - ETF implementation: Marcus flags that most gold ETFs carry roughly 0.40% in annual fees, and that fee drag over a long structural hold is a separate problem from being directionally correct on the macro thesis. - Mining sector: Agnico Eagle approved the Hope Bay mine targeting over 400,000 ounces per year, and Perpetua Resources secured a $2.9 billion EXIM loan for Stibnite, but record Q1 profits now face a Q2 fuel cost squeeze that raises real questions about miner equity leverage going forward. If this episode was useful, subscribe and leave a review. Send questions to GoldStandard@heymato.com.

  8. Jun 5

    Gold Price Pain, India's Tariff Shock, and the Mining Deals Changing Everything

    This week on The Gold Standard, Marcus and Sasha break down a turbulent stretch for precious metals. Gold fell sharply toward $4,500 as hotter-than-expected May 2026 inflation data raised yields, strengthened the dollar, and reduced the probability of a Fed rate cut. Silver hit harder, dropping over 13% in a single session to $76.15. At the same time, India raised import duties on gold and silver to 15% while imposing additional direct restrictions on silver imports. And on the mining side, Equinox Gold announced a $5.1 billion acquisition of Orla Mining, creating an $18.5 billion North American gold producer backed by Pierre Lassonde. Listeners will come away with a clearer picture of why silver amplifies gold moves in both directions, how India's tariff shift creates a distinct demand-side headwind beyond the macro selloff, and what record Q1 miner earnings alongside accelerating consolidation signal about long-term conviction in gold even during short-term price pressure. - Inflation and rate expectations: Kalshi pricing reflected a meaningful shift in Fed cut probabilities after the inflation print, intensifying the opportunity cost argument for holding gold at elevated price levels. - Silver's double pressure: The 13% single-session drop reflects both macro-driven selling and India's separate import restrictions, with the gold-silver ratio offering a framework for evaluating whether this is a shakeout or something deeper. - India's demand shock: With India among the world's largest gold consumers, the 15% import duty is one of the steepest hikes in years and hits jewelry demand elasticity hardest. - Mining consolidation as a signal: Equinox Gold's record Q1 earnings and the Orla acquisition reflect how elevated gold prices flow directly to margins and why major producers are moving aggressively to scale. - Historical context for silver recoveries: Analysts have identified macro clarity as the key variable separating inflation-driven shakeouts from extended corrections in silver. Subscribe and leave a review if this episode was useful. Send questions to GoldStandard@heymato.com.

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About

Your weekly pulse on precious metals markets. From gold price swings and mining shakeups to silver trends and smart investment plays, The Gold Standard cuts through the noise to deliver the insights that matter. Two hosts, sharp analysis, and all the bullion news you need to stay ahead of the curve.

Information

  • Creator
    The Gold Standard
  • Years Active
    2026
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © 2026 Mato Inc.