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What the podcasts are saying about
GLD
In-depth coverage
25
Mentions · 7d
47
Mentions · 30d
47
Mentions · 90d
42
Episodes
Latest attributed ideas · most recent first
18 JULSMARTERMARKETS · 10:45
Singapore's bid to become a global gold hub
“The Singapore Bullion Market Association (SBMA) is executing 'Project Lion II' to transition Singapore from a regional precious metals hub into a global hub on par with London and Zurich.”
Core thesis · 5/5Verify in source →
18 JULTHE MEB FABER SHOW · 03:15
Gold as a resilient portfolio diversifier
“The guest argued that gold acts as a critical hedge against monetary debasement, geopolitical risk, and sovereign asset seizure while offering a positive risk premium.”
Core thesis · 5/5Verify in source →
18 JULTHE GRANT WILLIAMS PODCAST · 10:15
Gold and silver entering vertical phase
“The ongoing bull market in monetary metals is transitioning into an accelerated, vertical phase as institutional trust in fiat currencies erodes.”
In depth · 4/5Verify in source →
18 JULTHE ALPHA EXCHANGE · 09:40
Gold calls hedge escalating US political risk
“The guest argued that gold and long-dated gold call options are underpriced vehicles to hedge against escalating US political civil war and governance breakdown.”
Core thesis · 5/5Verify in source →
18 JULTHE ALPHA EXCHANGE · 08:15
The 'GOAT' portfolio construction framework
“The guest presented the 'GOAT' (Great Opportunities and Threats) portfolio as a robust framework to maintain equity exposure while diversifying against systemic fragility.”
Explored · 3/5Verify in source →
18 JULMACROVOICES · 04:10
Long gold and short oil ratio trade
“The guest highlighted the long gold, short oil trade as a highly effective expression of the ongoing global monetary and geopolitical transition.”
Substantive discussion · 3/5Verify in source →
18 JULTHE ALPHA EXCHANGE · 12:30
Gold's rally is a self-reinforcing technical trade
“The guest argued that gold's recent rapid appreciation lacks an immediate fundamental catalyst and has evolved into a self-reinforcing technical trade driven by structural macro concerns.”
Substantive discussion · 3/5Verify in source →
18 JULTHE ALPHA EXCHANGE · 14:40
Gold's structural volatility has shifted higher
“The host argued that gold has transitioned into a high-volatility FOMO asset where rapid price appreciation reflexively drives call-option demand and sharp, technical unwinds.”
In depth · 4/5Verify in source →
18 JULMACROVOICES · 11:00
Gold technical indicators signal imminent rise
“The host argued that gold's technical indicators are flashing a stronger buy signal than they did prior to the previous major rally, suggesting a sooner-than-expected upside resolution.”
Substantive discussion · 3/5Verify in source →
18 JULMACROVOICES · 16:50
Central bank diversification drives gold's structural rise
“The structural bull case for gold is driven by central bank diversification away from US Treasuries, though near-term headwinds are emerging.”
In depth · 4/5Verify in source →
18 JULMACROVOICES · 13:00
Gold poised to break major resistance level
“The thesis argues that gold is in a strong, steady upward channel and is positioned to break through its previous all-time high resistance.”
Substantive discussion · 3/5Verify in source →
18 JULTHE ALPHA EXCHANGE · 10:10
Bonds lose their structural portfolio hedge status
“The guest argued that the structural shift to a positive stock-bond correlation means traditional sovereign bonds no longer act as an effective hedge for equity portfolios.”
Explored · 3/5Verify in source →
17 JULTHE ALPHA EXCHANGE · 08:40
Extreme stock-up vol-up behavior precedes reversals
“The host argued that when an asset experiences an extreme 'stock up, volatility up' regime driven by FOMO and call option chasing, it creates structural vulnerability for a sharp downward reversal.”
In depth · 4/5Verify in source →
17 JULMACROVOICES · 03:15
Gold and silver super cycle remains intact
“The guest argued that the precious metals super cycle is driven by structural dedollarization and fiat debasement, making recent price corrections temporary.”
Core thesis · 5/5Verify in source →
17 JULTHE JULIA LA ROCHE SHOW · 04:15
Gold is a monetary policy hedge, not inflation
“Gold's parabolic rise is driven by central bank diversification and zero-interest-rate policies rather than consumer price inflation.”
In depth · 4/5Verify in source →
17 JULTHE MEB FABER SHOW · 11:15
Gold as a structural fixed-income replacement
“Replacing a portion of the traditional 40% fixed-income allocation with gold offers a similar historical return profile with better inflation protection.”
Substantive discussion · 3/5Verify in source →
17 JULEXCESS RETURNS · 12:15
Risk-parity trend following across four macro assets
“A robust, defensive macro portfolio can be constructed by risk-parity weighting stocks, bonds, gold, and Bitcoin, and applying a two-speed trend filter.”
In depth · 4/5Verify in source →
17 JULMACROVOICES · 10:15
Gold faces near-term headwinds before insolvency trade
“The case for gold is near-term cautious but long-term bullish, as speculative momentum money may exit on rate-hike fears before a sovereign insolvency crisis eventually drives the next major leg up.”
In depth · 4/5Verify in source →
17 JULEXCESS RETURNS · 04:30
Gold is a viable debasement proxy again
“The guest argued that gold has shaken off its retail-driven bubble dynamics and is once again a solid structural holding to hedge against persistent US fiscal deficits and currency debasement.”
In depth · 4/5Verify in source →
17 JULEXCESS RETURNS · 11:35
Gold shifts to a range-bound trading regime
“The guest argued that gold has entered a corrective phase characterized by a loss of long-term upside momentum, favoring short-to-intermediate swing trading over a structural bull market.”
Substantive discussion · 3/5Verify in source →
16 JULMACROVOICES · 17:30
Gold dips present buying opportunities
“The host argued that the medium-to-long term fundamentals for gold remain highly bullish, and recent short-term corrections have cleared out overbought conditions to set up the next major leg higher.”
In depth · 4/5Verify in source →
16 JULTHOUGHTFUL MONEY · 01:45
Gold capitulation signals a major buying opportunity
“The guest argued that the recent four-month correction in gold has cleared out speculative froth, setting the stage for a significant upward move driven by central bank buying and eventual capital rotation out of equities.”
Core thesis · 5/5Verify in source →
16 JULMACROVOICES · 03:15
Gold bull market intact despite pullback risks
“The long-term bull case for gold remains supported by currency debasement, though a short-term tactical pullback is likely to fill a technical gap.”
In depth · 4/5Verify in source →
16 JULTHE MEB FABER SHOW · 12:50
Real assets and gold protect portfolios
“The guest argued that portfolios must include a significant allocation to real assets, including gold, to ensure positive returns across different decades.”
Substantive discussion · 3/5Verify in source →
16 JULPALISADES GOLD RADIO · 07:50
Gold equities are historically oversold
“The speaker argued that gold mining equities are deeply oversold and represent a highly asymmetric contrarian opportunity due to extreme negative sentiment.”
In depth · 4/5Verify in source →
4 JULWEALTHION - BE FINANCIALLY RESILIENT · 08:15
Precious metals face short-term shakeout
“The guest argued that gold and silver are experiencing mixed signals, with long-term trends pointing up but short-term technicals suggesting a deep correction to shake out emotional buyers.”
In depth · 4/5Verify in source →
4 JULTHOUGHTFUL MONEY · 05:40
Secular capital rotation into deflated commodities
“The guest argued that a major secular asset rotation is underway, shifting capital out of overvalued stocks and bonds into historically deflated commodities.”
In depth · 4/5Verify in source →
4 JULWEALTHION - BE FINANCIALLY RESILIENT · 00:00
Short-term shakeout looms for precious metals
“The guest argued that gold and silver are currently presenting mixed signals, with a short-term bearish correction expected to shake out emotional buyers before the long-term super-cycle resumes.”
Core thesis · 5/5Verify in source →
4 JULWEALTHION - BE FINANCIALLY RESILIENT · 01:50
Gold and silver hedge sovereign debt risks
“The guest argued that if AI-driven productivity gains fail to outpace growing sovereign debt, investors should hold gold, silver, and commodities as critical hedges.”
Notable comment · 2/5Verify in source →
4 JULWEALTHION - BE FINANCIALLY RESILIENT · 10:50
Central bank buying drives secular gold bull
“The bull case argued for gold is that a structural supply-demand deficit, driven by central banks diversifying their FX reserves, will continue to push prices higher.”
Core thesis · 5/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION