The Gold Standard

The Gold Standard
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  • Updated Weekly

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.

Episodes

  1. 1d ago

    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.

    18 min

  2. 5d ago

    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.

    19 min

  3. 5d ago

    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.

    18 min

  4. 5d ago

    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.

    18 min

  5. May 4

    Gold's Reserve Comeback, Silver's Supply Crisis, and the Deals Reshaping the Mining World

    This episode of The Gold Standard covers a pivotal week in precious metals, from major central bank repositioning to striking price forecasts for silver and a wave of significant deals reshaping the mining sector. Hosts Sasha Reyes and Marcus Blackwell work through what the latest moves by France, Tether, China, and Turkey actually signal about how gold is being treated at the reserve level, then contextualize gold's record two-month price drop against an intact long-term bull case. The episode also takes a detailed look at silver's structural supply deficit and what Bank of America's upper-bound $309 year-end target would actually require to materialize, before closing on the deal activity and valuation gaps in mining equities that may offer layered entry points for investors. - France's $15 billion repositioning: Selling U.S.-held gold and repurchasing in European storage is read as a geopolitical signal, not a bet against gold itself. - Tether's $20 billion gold position makes it the largest known non-sovereign gold holder globally, adding a new category of institutional demand to watch. - Gold's record two-month drop is placed in context, with analysts pointing to July as a potential entry window within a broader bull structure. - Silver's 762 million ounce cumulative deficit is a confirmed physical reality, and the byproduct mining structure means supply cannot respond quickly to price signals. - Wheaton's BHP streaming deal and Barrick's New York spinoff highlight how capital is being restructured across the sector, while miners broadly remain undervalued relative to spot gold. Subscribe and leave a review if this episode brought you value. Send questions to GoldStandard@heymato.com.

    17 min

  6. Apr 27

    Hormuz Standoff, Silver’s AI Tailwind, and the New Gold Royalty Rush

    In this episode of The Gold Standard, Marcus Blackwell and Sasha unpack gold’s first weekly pullback after a three-week rally and connect it to war risk around the Strait of Hormuz, oil-driven inflation expectations, and shifting rate-cut odds. They then move through silver’s stalled breakout, mining company fundamentals, and how different gold and silver investment vehicles fit into a practical strategy for new and active investors. Listeners will learn how to interpret recent moves in gold and silver prices, what is driving structural demand for silver, and how high metal prices are reshaping mining economics, M&A, and royalty and streaming strategies. The episode closes with a clear framework for using ETFs, physical bullion, and miners to build a starter position, and a nuanced view of gold’s role as both a safe haven and a tactical tool in 2026. - Gold price action and geopolitics: Gold’s first weekly loss after a strong rally, the concept of a war premium tied to Hormuz tensions, and how oil and rate-cut expectations are shaping safe-haven demand. - Silver’s volatility and demand drivers: Why silver’s breakout failed, its sensitivity to oil and the dollar, and how AI data centers, solar installations, and a major jump in China’s imports are reshaping long-term demand. - SLV and risk management: How to think about entering SLV after a roughly 145% one-year run, with emphasis on position sizing, time horizon, and volatility for newer investors. - Miners, M&A, and royalties: How companies like Newmont are turning higher gold prices into free cash flow, what Agnico Eagle’s Finland deal signals about deposit scarcity, and how royalty and streaming firms like Wheaton Precious Metals offer different risk-return profiles. - Flows, sentiment, and starter strategies: The role of persistent central bank buying, how to allocate a $500 starting position across ETFs, physical bullion, and miners, and when to treat gold as a long-term hedge versus a tactical allocation. If this episode helps clarify your approach to gold and silver, consider subscribing and leaving a review, or send your questions to GoldStandard@heymato.com.

    21 min

  7. Apr 20

    Hormuz Shock, Silver Squeeze Risk, and Where Smart Money Is Moving in Metals

    This episode of The Gold Standard walks through the week’s sharp move in gold toward the $4,830 area on Iran and Strait of Hormuz headlines, the contrasting slow-burn fundamentals in silver, and how official sector flows and streaming equities fit into a broader precious metals strategy. Listeners will learn how to interpret geopolitical risk in real time, separate panic spikes from structural drivers in gold and silver, and translate central bank and streaming company behavior into practical portfolio decisions across physical bullion, ETFs, and mining equities. - Gold and geopolitics: How Iran and Strait of Hormuz headlines pushed gold toward $4,830, what cooled the move, and how safe-haven flows, the dollar, rate expectations, and futures volume interacted. - Silver’s structural deficit: What a sixth straight annual silver deficit and ongoing stock drawdowns really signal, how to read inventories, futures positioning, and physical premiums, and why price can still look choppy. - Central bank behavior: Why some European central banks are taking profits while BRICS accumulate and Turkey monetizes, and what repatriation and storage choices reveal about trust, custody, and long-term gold insurance. - Streaming equities explained: How precious metals streaming businesses like Wheaton and Triple Flag work, what the new Wheaton–Jervois deal shows about risk and margins, and how to size streamers alongside bullion and ETFs. - Building a metals strategy: Practical ways to connect physical holdings, ETFs, and equities into a coherent, risk-aware approach instead of chasing headlines or short-term price spikes. If the episode helps refine your metals playbook, subscribe, leave a review, or send questions to GoldStandard@heymato.com.

    20 min

  8. Apr 6

    Gold Whiplash in 2026: Volatility, War Risk, and Where Smart Money Is Moving

    This episode of The Gold Standard examines a volatile week for precious metals, with gold down about 2.7% and silver nearly 5%, and contrasts that short-term weakness with aggressive 2026 bank forecasts calling for prices in the mid-$5,000s per ounce. Marcus and Sasha unpack how traders, long-term allocators, and central banks are each reading the same market very differently, and what that means for your portfolio decisions across gold, silver, platinum, and palladium. Listeners will learn how to interpret sharp weekly moves without losing sight of longer-term theses, how geopolitical shocks and macro data can move gold in seemingly contradictory ways, and how to use tools like GLD, SIL, and streaming stocks more intelligently. The conversation focuses on building a practical framework for sizing positions, evaluating bank forecasts, and deciding when to pay attention to flow data versus when to tune it out. - Gold price action and forecasts: How a 2.7% weekly drop in gold and a 5% slide in silver coexist with 2026 targets in the $5,400–$5,800 range, and what assumptions those forecasts rely on. - Safe haven under stress: Why gold can fall on war headlines and strong US jobs data, and how to rethink the safe-haven label as a time-horizon issue rather than an intraday hedge. - Flows and vehicles: What recent central bank data really signal about long-term demand, how dollar strength and yields feed into ETF flows, and when GLD versus SIL may make sense in a portfolio. - Streaming, mining, and supply: What deals like BHP–Wheaton at Antamina and Jervois streams reveal about long-dated silver and gold expectations, and what retail investors should watch in streamers and producers. - Practical strategy in 2026: A clear framework for sizing exposure to gold, silver, platinum, and palladium, and for deciding when a single month of data should or should not change your strategy. If this episode helps clarify your approach to precious metals in a choppy 2026 market, subscribe and leave a review. Questions or feedback? Email the show at GoldStandard@heymato.com.

    21 min

  9. Mar 30

    Gold Under Pressure: Iran, Central Bank Selling, and the Silver Rush Playbook

    This episode of The Gold Standard breaks down a volatile week in gold, from conflict headlines and ceasefire rumors around Iran to central banks shifting from steady buyers to selective sellers. Marcus Blackwell and Sasha Reyes connect price action, ETF flows, silver and mining stocks, and practical trading rules into a single, coherent view of today’s precious metals landscape. Listeners will learn how war news really moves the gold market, why central bank behavior may be muting geopolitical shocks, and what record futures volumes and ETF rotations are signaling about long-term price potential. The conversation then extends to silver and miners before closing with a clear, risk-focused playbook for both cautious capital preservation and aggressive trading approaches. - Gold and geopolitics: How Iran-related headlines drove an 80 dollar swing, what “safe haven whiplash” looks like, and why more conflict does not automatically mean higher gold prices. - Central bank shifts: The move from relentless buying to occasional selling, with examples like Turkey, and how that may blunt future geopolitical shocks in the gold market. - Market structure and ETFs: What flows between GLD and lower-fee funds like AAAU really signal, and how futures volumes above 250 billion relate to long-term scenarios such as 6,000 dollar gold. - Silver and miners: Silver’s emerging role as a late-2026 trade, with First Majestic and Pan American Silver showing how mining stocks can magnify metal moves and volatility. - Strategy and risk management: Turning a 14 percent monthly drawdown into an actionable plan using staggered entries, disciplined position sizing, and clear exit rules for both conservative investors and active traders. To keep up with future episodes, subscribe and consider leaving a review. Questions or comments about this discussion? Reach out at GoldStandard@heymato.com.

    20 min

  10. Mar 26

    Gold's Worst Week in Years: What's Breaking the Safe-Haven Narrative

    Marcus Blackwell and Sasha Reyes break down gold's worst weekly drop in six years, falling to $4,415.70, and examine why the traditional war-rally playbook failed to materialize despite active Middle East tensions. The episode covers the mechanical forces behind the selloff, the divergence between paper and physical silver markets, and what investors should be watching for a potential reversal. This episode is essential listening for anyone trying to separate short-term sentiment noise from structural trends in precious metals. Marcus and Sasha walk through Goldman Sachs' buy-the-dip thesis, the ETF outflow feedback loop driving paper price action, silver's supply stress signals, and the policy developments that most retail investors are overlooking. - Gold's safe-haven paradox: Active geopolitical conflict did not support prices as a hawkish Fed, dollar strength, and collapsing rate-cut expectations overwhelmed traditional demand signals. - Paper vs. physical divergence: While gold and silver ETF prices fell in tandem, physical silver markets showed rising dealer premiums and supply shortfalls driven by record Chinese solar manufacturing imports. - Institutional mechanics: StoneX data confirms the selloff is broad across all precious metals, not gold-specific, pointing to macro positioning rather than sector-level sentiment. - Policy signals worth tracking: The SILVER Act's push for strategic reserves and congressional vault diversification legislation both suggest policymakers view silver as a critical industrial material with supply vulnerabilities. - The key trigger to watch: Fed language in the next communication cycle remains the single most concrete catalyst for a precious metals reversal. Subscribe and leave a review if this episode was useful. Send questions to GoldStandard@heymato.com.

    17 min

  11. Mar 17

    Gold Eyes $6,000: Supply Shocks, Silver's Surge, and the Smart Money Playbook for 2026

    🎙️ Gold is closing in on $6,000 per ounce — and in this episode of The Gold Standard, Marcus and Sasha break down every signal, driver, and opportunity behind one of the most historic moments in precious metals history. In this packed episode, hosts Marcus and Sasha cover the geopolitical shockwaves rattling bond markets — including a Strait of Hormuz closure threat and China's jaw-dropping $85.9 billion gold discovery — then zoom out to reveal the structural forces that matter most: accelerating central bank purchases, real yield repricing, and a silver market posting 400% ETF gains. They also dig into Wheaton Precious Metals' record-breaking Q4 2025 results and wrap up with a clear, actionable portfolio framework any investor can use right now. - 📈 Gold's $6,000 milestone: Why geopolitics and a massive Chinese gold discovery are amplifying an already powerful bull market signal - 🏦 Central banks are the floor: Accelerating institutional gold purchases in 2026 are creating a durable price floor — not just a temporary spike - ⚡ Silver's supercycle is alive: Despite volatility, structural tailwinds and industrial demand keep the bull market thesis firmly intact — with a spirited host disagreement on the 'Silver Tsunami' framing - 💰 Streaming model wins: Wheaton Precious Metals hits record revenue, earnings, and cash flow — and the CEO's outlook is a market signal worth paying attention to - 🎯 Your three-part playbook: Core ETF anchoring via GLD, Fed rate decision triggers for the $5,000 floor thesis, and streaming equity exposure for dividend-plus-upside positioning ✨ If you're a busy professional navigating today's precious metals landscape, this is the episode to bookmark. Subscribe to The Gold Standard wherever you get your podcasts, drop a review if this brought you value, and send your questions to GoldStandard@heymato.com — the tape is talking, and we're here to help you listen. 🚀

    19 min
  • 11 Episodes

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.

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  • Creator
    The Gold Standard
  • Years Active
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  • Episodes
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