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McAlvany Weekly Commentary

McAlvany Financial Group
Gold
Silver
Inflation
Federal Reserve
US Dollar
Central Banks
China
Interest Rates
Bond Market
Tariffs
Liquidity
Iran
Economic Warfare
Artificial Intelligence
U.S. Dollar
S&P 500
Monetary Policy
Private Equity
Private Credit
Equities

WEEKLY MONETARY, ECONOMIC, GEOPOLITICAL NEWS AND EVENTS

PublishesWeeklyEpisodes1000Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for McAlvany Weekly Commentary

Latest Episodes

This week, David McAlvany looks at the extreme valuations driving today’s stock market and why history suggests caution when markets get this expensive. The conversation covers the migration from Mag 7 momentum into blue chips, the warning signs that... more

Private Equity & Private Credit: The Doomed Darlings Of Wall Street Wall Street Losing Appetite For Gold – Smart Investors Buying Watch Dow/Gold Ratio For Best Timing “I am bullish. And as agnostics in the markets, we can be bullish on just about any... more

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David looks at why private credit may be setting the stage for the next major financial break. They walk through the growing risks in insurance portfolios, private equity, and commercial banking, and why more of that exposure may be finding its way t... more

YouTube

Iranian Oil Toll System Accelerates Petroyuan We Are Handing Monetary Transition To Chinese On A Silver Platter U.S. Is Having A Hard Time Selling Enough U.S. Treasuries “We’re handing this monetary transition to the Chinese on a silver platter. And ... more

YouTube

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Recent Guests

Lauryn Williams
Four-time Olympian, first American woman to medal in both Summer and Winter Games
Former American Olympic Athlete
Episode: Why Many Elite Athletes End Up In Debt: Calling For A New Gold Standard
Steven Hochberg
Expert in Elliott Wave analysis and a guest on the McAlvany Weekly Commentary
Elliott Wave International
Episode: The Markets’ Stratospheric Tsunami (with Steven Hochberg & Peter Kendall)
Peter Kendall
Expert in Elliott Wave analysis and a guest on the McAlvany Weekly Commentary
Elliott Wave International
Episode: The Markets’ Stratospheric Tsunami (with Steven Hochberg & Peter Kendall)
Michael Oliver
Momentum structural analyst and founder of Momentum Structural Analysis
Momentum Structural Analysis
Episode: Michael Oliver: The Most Important Chart in Markets Is Breaking Right Now
Doug Noland
Market analyst and expert in credit dynamics
Credit Bubble Bulletin
Episode: Late Cycle Dynamics With Doug Noland: Risk Takers In Charge
Bill King
A prominent trader with extensive background and knowledge in trading since the 1970s.
Episode: Bill King On Gold: “Where Else Can You Go?”
Becker Polverini
CEO of PKC Security, cybersecurity expert focusing on nation-state cyber warfare and privacy issues.
PKC Security
Episode: Cyber-Intrusion, Banking Fragility, & Petro-Dollar Replacement
Charles Kolomaris
Author of 'Fragile by Design', focusing on banking systems and economic fragility.
Episode: Cyber-Intrusion, Banking Fragility, & Petro-Dollar Replacement
Morgan Lewis
Equity analyst and co-portfolio manager for hard asset strategies.
Episode: Cyber-Intrusion, Banking Fragility, & Petro-Dollar Replacement

Hosts

Kevin Oreck
Host of the program; long-standing commentator focused on macro markets, gold, and monetary policy within the McAlvany framework.
David McAll any
Co-host and principal researcher for macro analysis; brings a financial services background and co-presents broad market theses.

Reviews

4.8 out of 5 stars from 21 ratings
  • Good show

    Love the guy whispering in a cavernous empty room

    Apple Podcasts
    5
    Qrrvjkgxhjlkvg
    United States6 months ago
  • Mr

    UR a moron and hypocrite to compare Trump to HDR and Churchill.

    Apple Podcasts
    1
    Doggy69!
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Sometimes the dialogue can feel dense for casual listeners.
Listeners appreciate the data-driven approach and hard asset emphasis.
Audience likely values fiscal conservatism and global risk awareness.
Shows strong macro depth and long-term investment perspectives.

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Talking Points

Recent interactions between the hosts and their guests.

Q&A: Your Questions Answered #2
Q: What about the potential for currency controls or confiscation of metals, and how should one position assets to prepare?
Currency controls are considered unlikely but possible; penalties or tax changes are more plausible than full confiscation, so diversification across jurisdictions and using vaulted/private storage alongside IRA/retirement accounts is recommended to preserve optionality and reduce risk.
Q&A: Your Questions Answered #2
Q: Where can an average person place funds if the short end of the bond market is manipulated or suppressed for extended periods?
Short-duration paper is favored for now, with a move toward slightly longer durations as conditions improve; balanced with physical metals and hard assets to manage risk and liquidity, avoiding long-duration exposure given potential credit risk and volatility.
Q&A: Your Questions Answered #2
Q: Could blockchain or other exogenous events alter the system enough to lead to prosperity, or is technology insufficient to resolve current issues?
Human ingenuity and energy innovations are emphasized as key drivers of future growth; blockchain is viewed as not a productivity miracle and not a standalone solution, with fusion energy cited as a potential transformational technology.
Q&A: Your Questions Answered #2
Q: What factors do you consider when exploring the optimal time to sell silver, the gold-silver ratio, or another metric?
We assess the gold-silver ratio as a key relative measure, monitor currency strength, and recommend incremental swaps between gold and silver based on starting position, avoiding hero calls and aiming for gradual adjustment rather than trying to time the exact top.
When Do We Start Selling Ounces? Not Yet!
Q: Do you sell your ounces now?
No, not by a long shot. Sit on your hands and compound returns because the fever has not spread beyond central banks and gold bucks yet.

Audience Metrics

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Frequently Asked Questions About McAlvany Weekly Commentary

What is McAlvany Weekly Commentary about and what kind of topics does it cover?

This program centers on macroeconomics, monetary policy, and geopolitical risk as they affect markets and portfolios. Regular hosts dissect shifts in liquidity, debt dynamics, and the role of hard assets like gold and silver, often linking these themes to energy markets, global governance, and currency regimes. Episodes frequently explore scenarios such as de-dollarization, the growth of private credit and private equity, and the potential for systemic risks in financial systems, all with a cautious, risk-aware lens. A notable strength is the data-driven, cross-asset approach that ties history to current market moves, offering practical perspective for investors, wealth managers, and sponsors seeking thoughtful, long-horizon financial insig... more

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Which podcasts are similar to McAlvany Weekly Commentary?

These podcasts share a similar audience with McAlvany Weekly Commentary:

1. Sprott Money News
2. Golden Rule Radio
3. Palisades Gold Radio
4. Peak Prosperity
5. KunstlerCast - Conversations: Converging Catastrophes of the 21st Century

How many episodes of McAlvany Weekly Commentary are there?

McAlvany Weekly Commentary launched 2 years ago and published 1000 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on McAlvany Weekly Commentary?

Recent guests on McAlvany Weekly Commentary include:

1. Lauryn Williams
2. Steven Hochberg
3. Peter Kendall
4. Michael Oliver
5. Doug Noland
6. Bill King
7. Becker Polverini
8. Charles Kolomaris

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