Podcast: Play in new window
In this special edition of the McAlvany Weekly Commentary, we revisit highlights from our June 17, 2026 McAlvany Wealth Mangement webinar, When Old Assumptions Fray: Positioning for the New Market Order. David McAlvany examines why the assumptions that shaped the last several decades may no longer fit an environment of persistent inflation, rising debt, elevated valuations, and growing pressure on the U.S. dollar. Morgan Lewis then explores the changing petrodollar system, China’s gold-linked trade infrastructure, and the continued importance of central bank gold demand. We close with three key questions: Can higher interest rates hurt gold, can gold keep rising without retail participation, and could gold eventually reach $20,000 an ounce? Thanks for listening.
