Substack newsletter Survive and Thrive in the Coming Crisis: https://rubino.substack.com
John Rubino is a former Wall Street analyst, macro thinker, and author who built a following through DollarCollapse dot com and now focuses on his Survive and Thrive in the Coming Crisis Substack. In this Natural Resource Stocks conversation, he joins Andy to talk about what it really means when gold trades above four thousand, silver punches through fifty, and the global fiat system starts to show end-stage symptoms instead of a normal cycle.
John lays out why he believes this move in precious metals signals the breakdown of the fiat currency experiment rather than just another bull market that will fade away. He walks through how governments loaded with debt and rising interest costs get pushed into a currency and debt death spiral, why there may be no truly safe fiat left, and why gold and silver should be viewed as the anti fiat trade. From there he breaks down the spectrum of exposure from physical metal to ETFs to producers, developers, and high risk explorers.
Andy and John dig into consumer debt stress, higher rates, and the way a recession and policy panic could collide with already tight gold and silver markets. John shares hard earned lessons from scoring ten and twenty baggers in mining stocks and then giving too much back, and what a more disciplined basket style approach looks like when you are hunting for big upside without blowing yourself up. The discussion then pushes forward to why 2026 could be a wild year for commodities and a life changing period for investors who are already positioned versus savers who stay stuck in late stage fiat.
If you are a long time #Millettian this interview is meant to feel like a field guide to living through a currency reset with your head on straight instead of getting swept up in the panic loop that usually comes with it.
Key topics in this interview
Gold above four thousand and silver over fifty as a distress signal
How the global debt and interest cost spiral poisons major currencies
Gold and silver as the core anti fiat trade when every central bank prints
Building exposure across physical metals ETFs producers, developers and explorers
Ten and twenty bagger stories and what they teach about risk management
Why 2026 could be a wild and possibly life changing year for commodities investors
How to think about geopolitics policy shocks and day to day life design in a crisis
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