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. 3d ago

    Gold Holds the Line as the Fed Hikes and Silver's Deficit Deepens

    Sasha Reyes and Marcus Blackwell break down the metals market's reaction to the Fed's first rate hike since 2023, and why gold held steady at $4,375 an ounce in the immediate aftermath. The episode tracks gold's post-hike divergence between spot and futures prices, silver's ongoing structural squeeze, and how both metals handled a sharp yield stress test. Listeners will get a clear framework for separating short-term noise from meaningful market signals, including what a one-off hike versus a hike series has historically meant for gold, why silver's sixth straight supply deficit hasn't made it immune to rate pressure, and what would actually need to happen for the current uncertainty to be considered resolved. The show closes with a quick-fire look at platinum, palladium, and notable mining sector moves. - Gold's spot and futures prices split after the Fed's hike, with spot near $4,240 and December futures around $4,387 - Silver trades near $66.35 amid a sixth consecutive deficit of about 46.3 million ounces, driven by solar, electronics, and EV demand - A yield spike briefly pressured gold before a two-tailwind rally pushed prices to $4,368.91, described as resilience rather than resolution - Platinum ($1,796/oz) and palladium ($1,283/oz) both moved higher on the same day, with differing industrial demand drivers - Silver Mines Ltd priced a A$70 million placement at A$0.145/share, and Andean's index addition highlights how fund weighting can force buying Subscribe and leave a review if this episode was useful. Questions or feedback? Email GoldStandard@heymato.com.

  2. Sep 14

    Gold's Fed Countdown: Record ETF Inflows Meet Rate-Hike Fear

    Gold slipped below $4,300 just days before the Federal Reserve's September 15-16 meeting, and Sasha Reyes and Marcus Blackwell break down why the selloff might not tell the whole story. The episode opens with rising Fed hike odds, a hot CPI print, Brent crude above $107, and Kevin Warsh's now-famous "good family fight" comment, before pivoting to a surprising data point that complicates the simple rate-fear narrative. Listeners will learn why record ETF inflows are propping up gold even as hike bets climb, why silver is exposed to the same pressure without gold's institutional cushion, and how platinum, palladium, and the broader mining sector are reacting to shifting supply-demand dynamics. The hosts also cover a notable board shakeup at Northern Star and a mining license freeze in Chad. - Gold trades between $4,366 and $4,405 as markets price in an 88% chance of a Fed hike - World Gold Council reports $18 billion in August ETF inflows, the second-largest on record - Silver holds near $64 after three straight weekly losses, with $66 flagged as key resistance - Platinum falls to $1,797.60 despite being up nearly 29% year-over-year, as WPIC flags a looming surplus - Palladium sits near $1,280, with heavy supply concentration in Russia and South Africa If this episode gave you a clearer read on the gold and silver markets, subscribe and leave a review. Questions or feedback can be sent to GoldStandard@heymato.com.

  3. Sep 7

    Gold Cracks $4,400 as Fed Chair Warsh Flexes Hawkish Muscle

    Gold broke below $4,400 an ounce in a fast, jobs-data-driven selloff, and Marcus Blackwell and Sasha Reyes dig into whether this move is a short-term Fed reaction or part of a longer structural shift in the gold market. The episode traces the drop back to a hot August jobs report that revived Fed rate-hike expectations, erasing gains from earlier dovish comments by Fed Governor Waller, and explains why climbing bond yields, not inflation, are driving the pressure. Listeners will learn how Fed Chair Kevin Warsh's hawkish tone has rippled through precious metals since his swearing-in, why European central banks are pulling gold reserves out of U.S. vaults while Asian hubs expand storage capacity, and how to separate slow-moving structural signals from short-term market noise. The hour also covers silver's bearish technical breakdown below $66, along with diverging fundamentals in platinum and palladium. - Gold's selloff tied to jobs data and rate-hike bets, not inflation trends - Kevin Warsh's hawkish influence and what it does and doesn't explain about central bank vault moves - Silver breaks below $66 with a bearish head-and-shoulders pattern forming - Gold-silver ratio near 66.7, not yet signaling a silver catch-up trade - Platinum gains on industrial demand forecasts while palladium reacts to potential U.S. tariffs Subscribe and leave a review if this episode was useful, and send questions to GoldStandard@heymato.com.

  4. Aug 31

    Gold's August Surge Meets a Hawkish Fed

    Marcus and Sasha unpack gold's volatile week, tracing the metal's roughly 15% August rally toward $4,600/oz, Goldman Sachs' updated forecast of $4,900/oz by end of 2026, and the sharp pullback that followed a hawkish Fed tone at Jackson Hole. They separate confirmed rate-driven selling from an unconfirmed Iran-strike report, weighing the evidence behind each before turning to the broader metals picture and a roundup of same-day junior mining news. Listeners will get a clear read on what's actually driving gold's swings versus what's speculation, how silver, platinum, and palladium are each responding to the same macro pressures for different reasons, and which exploration and development stories in the mining sector are drawing fresh capital this week. - Gold's August rally, the debasement trade, and real-rate dynamics behind the move toward $4,600/oz - Why the drop that followed was primarily a hawkish-Fed, crowded-long unwind rather than confirmed geopolitical news - Key levels to watch — holding above $4,560 versus a slide toward $4,280 — as the September Fed decision approaches - Silver's structural industrial-demand story compared with platinum and palladium's supply-constrained, cyclical moves - Same-day drill results and a completed acquisition from Hannan Metals, Bravada Gold, Sterling Metals, and Gold Runner Exploration Enjoyed this episode? Subscribe and leave a review. Questions or feedback: GoldStandard@heymato.com.

  5. Aug 24

    Gold Above $4,700 and Silver's 20% August

    Marcus and Sasha unpack a historic week in precious metals as gold clears $4,700 an ounce for the first time since May, up roughly 9% in August, while silver surges even harder with a 20% monthly gain and a single-day spike of 8.52%. The hosts trace both moves to the Treasury's doubled bond buyback program and mounting debt fears ahead of Kevin Warsh's Jackson Hole debut and this week's PCE print, then dig into why mining stocks like Hecla and Coeur are reacting with double-digit spikes of their own. Listeners will get a plain-English breakdown of what a Treasury bond buyback actually does, why stocks, bonds, and gold rallying together signals market intervention rather than growth optimism, and how silver's dual role as a monetary and industrial metal explains its sharper swings. The episode also covers Kitco's talk of $100 silver, a 2011 parallel worth remembering, and fresh financing news from i-80 Gold and Cabral Gold that points to steady progress beneath the headline price action. - Gold tops $4,700 for the first time since May, up about 9% in August - Silver jumps 20% for the month with an 8.52% single-day spike to $68.35, fueling talk of $100 silver - Treasury's doubled bond buyback program explained, including an Operation Twist comparison and its limits - Hecla and Coeur spike 13% on buyback news as Forbes flags widening producer margins - i-80 Gold secures $500M in financing and Cabral Gold receives a new operating licence Subscribe and leave a review if this episode brought you value. Questions or feedback? Reach the hosts at GoldStandard@heymato.com.

  6. Aug 17

    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.

  7. 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.

  8. 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.

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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.

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  • Creator
    The Gold Standard
  • Years Active
    2026
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    © 2026 Mato Inc.