Uploaded September 2026 | Updated September 2026, 2 weeks ago
Peter Spina of GoldSeek and SilverSeek argues that rising Treasury yields, persistent inflation, and growing distrust of U.S. debt are strengthening the long-term case for gold and silver. He explains why efforts to control the bond market may only buy policymakers time, why central banks continue shifting toward gold, and why he expects the current precious metals cycle to last for years rather than end with a short-lived spike. Spina also discusses silver’s upside, historically strong mining margins, and why he sees opportunity across producers, developers, and junior exploration companies.
Peter's links:
https://x.com/goldseek
goldseek.com
silverseek.com
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
Follow the VRIC on Instagram: instagram.com/vric_media
Learn to invest alongside the top minds in commodities. Join The Commodity University today: join.thecommodityuniversity.com/?affiliate=darrellthomas
Sign up for Jay’s newsletter at 2ly.link/211gx
0:00 Kevin Warsh, Jackson Hole, and the Fed narrative
3:31 Treasury intervention and “Operation Twist 2.0”
5:57 Can policymakers really control bond yields?
7:03 Why foreign buyers are shifting from Treasuries to gold
10:05 Will the U.S. inflate away its debt?
12:53 Money supply, gold, and the recent correction
17:46 Why central banks bought the dip
18:13 Silver’s path back toward $100
20:01 Why gold and silver miners are finally outperforming
23:32 Historic profit margins in the mining sector
27:27 Why exploration companies could become M&A targets
28:01 The opportunity in developers
30:52 How long could this precious metals cycle last?
33:35 How close are we to a debt crisis?
Copyright © 2026 Cambridge House International Inc. All rights reserved.
Peter Spina of GoldSeek and SilverSeek argues that rising Treasury yields, persistent inflation, and growing distrust of U.S. debt are strengthening the long-term case for gold and silver. He explains why efforts to control the bond market may only buy policymakers time, why central banks continue shifting toward gold, and why he expects the current precious metals cycle to last for years rather than end with a short-lived spike. Spina also discusses silver’s upside, historically strong mining margins, and why he sees opportunity across producers, developers, and junior exploration companies.
Peter's links:
https://x.com/goldseek
goldseek.com
silverseek.com
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
Follow the VRIC on Instagram: instagram.com/vric_media
Learn to invest alongside the top minds in commodities. Join The Commodity University today: join.thecommodityuniversity.com/?affiliate=darrellthomas
Sign up for Jay’s newsletter at 2ly.link/211gx
0:00 Kevin Warsh, Jackson Hole, and the Fed narrative
3:31 Treasury intervention and “Operation Twist 2.0”
5:57 Can policymakers really control bond yields?
7:03 Why foreign buyers are shifting from Treasuries to gold
10:05 Will the U.S. inflate away its debt?
12:53 Money supply, gold, and the recent correction
17:46 Why central banks bought the dip
18:13 Silver’s path back toward $100
20:01 Why gold and silver miners are finally outperforming
23:32 Historic profit margins in the mining sector
27:27 Why exploration companies could become M&A targets
28:01 The opportunity in developers
30:52 How long could this precious metals cycle last?
33:35 How close are we to a debt crisis?
Copyright © 2026 Cambridge House International Inc. All rights reserved.
