Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally

Are gold and silver up more than 50% in 2025 because investors fear currency debasement, or is this rally just the latest meme trade? In this episode, we explore the supply and demand forces behind gold and silver, discuss investing strategies, and outline what to watch to see if investors truly are worried about debasement.

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Show Notes

The Great Debasement Debate Is Rippling Across World Markets by Ruth Carson, Naomi Tajitsu, and Masaki Kondo—Bloomberg

How long will gold mania last?—Financial Times

Dalio Echoes Griffin in Seeing Gold as Safer Than the US Dollar by Alexandra Semenova, Natalia Kniazhevich, and Lisa Abramowicz—Bloomberg

Gold Reserves by Country—World Gold Council

Gold's rise in central bank reserves appears unstoppable by Jamie McGeever—Reuters

Above-ground stock—World Gold Council

Gold Demand Trends: Q2 2025—World Gold Council

Treasury Term Premia—Federal Reserve Bank of New York

Trey Reik—LinkedIn

Investments Mentioned

iShares Gold Trust (IAU)

SPDR Gold Trust (GLD)

SPDR Gold MiniShares Trust (GLDM)

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