Keith Weiner: Why Gold’s Next Phase Is About Yield, Not Just Price

Recorded on July 24 2026 at NRS Studios Keith Weiner joins Steve Yang for a wide-ranging discussion about gold, money, credit, interest rates, and the changing global monetary system. Keith explains why short-term pressure on gold can come from dollar liquidity needs, margin calls, energy-market dislocations, and shifting trader psychology even when the longer-term monetary case remains intact. He examines central-bank demand, reported gold holdings, the cultural divide between gold ownership in India and the United States, capital controls, import restrictions, and the loss of purchasing power in paper currencies. The conversation also covers the history of gold confiscation, Federal Reserve…