MIXEDSubstantive discussion · 3/5

Long gold, short treasuries as secular trade

The speaker presented long gold/short Treasuries as a persistent, high-Sharpe-ratio macro trade since central banks shifted from buying bonds to buying gold.

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The story so far

CONTESTED · 302 MENTIONS · 202 EPISODES · 37 SHOWS

9 JUL 2025 — 15 AUG 2026 · 3D AGO

204 SUPPORT · 45 CHALLENGE · 1 REPEAT · 52 MENTIONED

9 JUL 2025 · FIRST HEARD
GRANT'S CURRENT YIELD PODCAST · 2 MENTIONS
- Gold as a convex hedge against US debt crisis
- US treasury market crisis risk from governance · CHALLENGES
6 EPISODES BETWEEN · 8 MENTIONS · 142 NOT KEPT
1. 142 EPISODES NOT SHOWN
2. 7 APR 2026
  WEALTHION - BE FINANCIALLY RESILIENT
  - Gold's recent decline as a healthy correction
3. 9 APR 2026
  MACROVOICES
  - Gold at a make-or-break moment for hedge function
4. 9 APR 2026
  WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
  - Gold's washout as a contrarian buy signal
  - Commodity supply crunch from decade-long underinvestment
5. 15 APR 2026
  COMMODITY CULTURE
  - Silver to $80+ this year, $120-150 next
6. 15 APR 2026
  PALISADES GOLD RADIO · 2 MENTIONS
  - Gold as China's consumer wealth transition tool
  - Gold to replace dollar as global reserve currency
7. 16 APR 2026
  COMMODITY CULTURE
  - Silver target $200 on gold ratio
16 APR 2026
MACROVOICES
- Long gold, short treasuries as secular trade · THIS IDEA
46 EPISODES BETWEEN · 63 MENTIONS
1. 16 APR 2026
  WEALTHION - BE FINANCIALLY RESILIENT
  - Silver favored on gold-silver ratio drop
2. 17 APR 2026
  EXCESS RETURNS
  - Dollar's crisis reaction dictated by positioning
3. 20 APR 2026
  WEALTHION - BE FINANCIALLY RESILIENT
  - Gold bullish in stagflationary war scenario
4. 21 APR 2026 · CHALLENGES
  BANKLESS
  - Gold's scarcity vulnerable to tech breakthroughs
5. 21 APR 2026
  THE JULIA LA ROCHE SHOW · 3 MENTIONS
  - Gold and silver as monetary canary and fire extinguisher
  - Commodity bull market, led by gold and silver
  - Long-term bullish case for gold and silver
6. 21 APR 2026
  THOUGHTFUL MONEY
  - Broadening commodity exposure beyond precious metals
7. 21 APR 2026 · CHALLENGES
  THE LONG VIEW
  - Cutting gold on retail flow uncertainty
8. 21 APR 2026
  WEALTHION - BE FINANCIALLY RESILIENT
  - Fed will prevent malinvestment rationalization
9. 23 APR 2026
  PALISADES GOLD RADIO
  - Money supply growth as key commodity and inflation driver
10. 21 JUL 2026
  COMMODITY CULTURE
  - Industrial demand to reprice physical silver
11. 22 JUL 2026 · 4W AGO
  PALISADES GOLD RADIO
  - Silver setup offers better value than gold
12. 23 JUL 2026 · 4W AGO
  THOUGHTFUL MONEY
  - Bifurcating physical versus paper precious metals
13. 23 JUL 2026 · 4W AGO · CHALLENGES
  THE POMP PODCAST
  - Deficit spending guarantees structurally high long-term inflation
14. 25 JUL 2026 · 3W AGO
  THE JULIA LA ROCHE SHOW
  - Physical supply tightness drives structural precious metals bull case
15. 28 JUL 2026 · 3W AGO
  MONETARY MATTERS WITH JACK FARLEY
  - Gold accumulation thesis driven by central bank demand
16. 30 JUL 2026 · 3W AGO
  COMMODITY CULTURE
  - Gold patience required ahead of central-bank printing
17. 30 JUL 2026 · 3W AGO
  PALISADES GOLD RADIO · 2 MENTIONS
  - Currency debasement supports hard commodity floor
  - Precious and base metal juniors offer extreme value
18. 30 JUL 2026 · 3W AGO
  MACROVOICES
  - Gold resilient but range-bound amid macro crosscurrents
19. 1 AUG 2026 · 2W AGO
  THE JULIA LA ROCHE SHOW
  - Gold basis signals dollar distrust, not price
20. 4 AUG 2026 · 2W AGO
  THE JULIA LA ROCHE SHOW
  - Gold as the ultimate trust asset in transition
21. 4 AUG 2026 · 2W AGO
  PALISADES GOLD RADIO · 2 MENTIONS
  - Gold as fiat debasement hedge to $11,000
  - Gold bull market from 2027 to 2032
22. 4 AUG 2026 · 2W AGO
  WEALTHION - BE FINANCIALLY RESILIENT
  - Gold in consolidation, awaiting next dovish pivot
23. 5 AUG 2026 · 2W AGO
  COMMODITY CULTURE · 2 MENTIONS
  - Gold's primary driver is falling real rates
  - Junior miners to soar in hyper-stagflation era
24. 5 AUG 2026 · 2W AGO
  THOUGHTFUL MONEY
  - Hard assets to outperform financial paper
25. 5 AUG 2026 · 2W AGO
  WEALTHION - BE FINANCIALLY RESILIENT
  - Gold sector in consolidation, not imminent bull
26. 6 AUG 2026 · 2W AGO
  THE JULIA LA ROCHE SHOW · 2 MENTIONS
  - More money printing is inevitable · CHALLENGES
  - Precious metals as forced-money-printing hedge
27. 6 AUG 2026 · 2W AGO
  BLOOMBERG SURVEILLANCE
  - Gold's macro risk underpinning at current levels
28. 6 AUG 2026 · 2W AGO · CHALLENGES
  WEALTHION - BE FINANCIALLY RESILIENT
  - Bond vigilantes return, yields to rise
29. 7 AUG 2026 · 2W AGO
  COMMODITY CULTURE · 3 MENTIONS
  - Silver to $160-$200 on de-dollarization, debt
  - Gold to $8,000-$10,000 on de-dollarization
  - Copper plateau at $5.50-$7.00, sold producers
30. 7 AUG 2026 · 2W AGO
  WHAT BITCOIN DID
  - Fiscal deficits driving US money supply growth
31. 7 AUG 2026 · 2W AGO · CHALLENGES
  BARRON'S STREETWISE
  - End of 50-year bond bull market
32. 7 AUG 2026 · 2W AGO
  AFFORD ANYTHING
  - Gold rebound on inflation and stagflation fears
33. 8 AUG 2026 · 1W AGO
  EXCESS RETURNS
  - Gold's secular bull market on central bank demand
34. 8 AUG 2026 · 1W AGO
  THOUGHTFUL MONEY · 2 MENTIONS
  - Long-dated TIPS offer high real yields
  - Precious metals rally on real yields, weak jobs
35. 10 AUG 2026 · 1W AGO
  PALISADES GOLD RADIO · 3 MENTIONS
  - Gold as the dollar devaluation hedge
  - China building a gold-backed alternative to dollar system
  - Gold as the ultimate hedge against sovereign debt implosion
36. 10 AUG 2026 · 1W AGO
  WEALTHION - BE FINANCIALLY RESILIENT
  - Ultimate backstop is federal inflation
37. 11 AUG 2026 · 1W AGO
  COMMODITY CULTURE · 4 MENTIONS
  - Gold as the primary portfolio alternative
  - Bond market panic and Fed printing · CHALLENGES
  - Miners set to massively outperform gold
  - Gold's bull market has room to $8,000-$9,000
38. 11 AUG 2026 · 1W AGO
  THE JULIA LA ROCHE SHOW · 3 MENTIONS
  - Chinese liquidity injection driving gold
  - Treasury QE via private sector monetization
  - Gold rally driven by Chinese liquidity, not debasement
39. 11 AUG 2026 · 1W AGO · CHALLENGES
  WEALTHION - BE FINANCIALLY RESILIENT
  - Bond vigilantes could revolt on the long end
40. 12 AUG 2026 · 6D AGO
  TOP TRADERS UNPLUGGED
  - Treasury/Fed managing debt roll wall via balance sheet
41. 12 AUG 2026 · 6D AGO
  COMMODITY CULTURE
  - Gold resilient on government spending and uncertainty
42. 12 AUG 2026 · 6D AGO · CHALLENGES
  MONETARY MATTERS WITH JACK FARLEY
  - Gold and silver in a long-term bear market
43. 12 AUG 2026 · 6D AGO
  CNBC FAST MONEY
  - Gold rally driven by ETF flows, central banks
44. 13 AUG 2026 · 5D AGO · CHALLENGES
  THE OPTIONS INSIDER RADIO NETWORK
  - Precious metals Q1 rally was pure momentum
45. 13 AUG 2026 · 5D AGO · CHALLENGES
  THE ALPHA EXCHANGE
  - US debt ceiling creates systemic fragility
46. 13 AUG 2026 · 5D AGO
  COMMODITY CULTURE · 2 MENTIONS
  - Gold as the ultimate capital protection
  - Gold price outlook: range-bound with tail risks
13 AUG 2026 · 5D AGO
THE JULIA LA ROCHE SHOW · 2 MENTIONS
- Debasement trade narrative is 'nonsense'
- Gold's 50% drawdowns are part of the bull cycle
13 AUG 2026 · 5D AGO
BANKLESS
- PBOC liquidity injection driving gold rally
13 AUG 2026 · 5D AGO
MACROVOICES
- Gold driven by China's debt debasement
14 AUG 2026 · 4D AGO
THE MEB FABER SHOW
- Replace bond duration with physical gold
15 AUG 2026 · 3D AGO
THE JULIA LA ROCHE SHOW
- Gold and silver bull market intact on supply shortage
15 AUG 2026 · 3D AGO
SMARTERMARKETS · 5 MENTIONS

HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD