Uploaded June 2026 | Updated September 2026, 2 weeks ago
John Rubino joins Darrell to discuss why the current macro environment is pushing investors toward gold, silver, and hard assets. He explains how rising debt, persistent deficits, higher interest costs, and limited central bank tools could lead to a future currency crisis, while comparing today’s setup to the 1970s. Rubino also breaks down how investors can approach physical metals, mining equities, junior explorers, copper, uranium, and strategic metals without getting shaken out by short-term volatility.
Check out John's substack: rubino.substack.com
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
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00:00 Introduction
00:57 A Wild Macro Backdrop
03:37 The Fed’s Box
05:38 Why This Is Not the 1970s
08:29 Debt, Deficits, and Interest Costs
11:33 Why Bonds Are Vulnerable
13:30 Navigating Short-Term Metals Volatility
16:44 Physical Gold, Miners, and Portfolio Positioning
19:23 How Much Risk to Take in Juniors
22:12 Following Experts vs. Doing the Work
24:23 Gold, Silver, Copper, and Uranium
26:49 Platinum Group Metals and Strategic Metals
28:22 What Happens in a Recession
32:29 The Case for Holding Quality Assets
Copyright © 2026 Cambridge House International Inc. All rights reserved.
John Rubino joins Darrell to discuss why the current macro environment is pushing investors toward gold, silver, and hard assets. He explains how rising debt, persistent deficits, higher interest costs, and limited central bank tools could lead to a future currency crisis, while comparing today’s setup to the 1970s. Rubino also breaks down how investors can approach physical metals, mining equities, junior explorers, copper, uranium, and strategic metals without getting shaken out by short-term volatility.
Check out John's substack: rubino.substack.com
Follow Darrell on X: https://x.com/MoneyLevelsShow
Follow the VRIC on X: https://x.com/vricmedia
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
00:00 Introduction
00:57 A Wild Macro Backdrop
03:37 The Fed’s Box
05:38 Why This Is Not the 1970s
08:29 Debt, Deficits, and Interest Costs
11:33 Why Bonds Are Vulnerable
13:30 Navigating Short-Term Metals Volatility
16:44 Physical Gold, Miners, and Portfolio Positioning
19:23 How Much Risk to Take in Juniors
22:12 Following Experts vs. Doing the Work
24:23 Gold, Silver, Copper, and Uranium
26:49 Platinum Group Metals and Strategic Metals
28:22 What Happens in a Recession
32:29 The Case for Holding Quality Assets
Copyright © 2026 Cambridge House International Inc. All rights reserved.
