This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: https://fiscal.ai/mm/
Jack & Max break down the bull market in silver and gold, how they are expressing their bullish views via royalty companies, and debate whether we are approaching peak prices. They also discuss surging natural gas prices, what Intel’s disappointing earnings mean for the AI bull market, and the strong performance from small caps so far in 2026.
Follow Max Wiethe on Twitter: https://x.com/maxwiethe
Follow Jack Farley on Twitter: https://x.com/JackFarley96
Follow Monetary Matters on:
Apple Podcast https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
Timestamps:
00:00 Introduction
01:33 Silver Market Dynamics and Industrial Demand
07:13 Historical Context and Market Speculation
13:30 Investment Strategies in Precious Metals
18:22 Gold Mining Companies and Market Trends
32:24 Intel and the Semiconductor Market
34:48 Intel's Struggles in Semiconductor Production
35:42 Comparing Intel and Taiwan Semiconductor
36:22 AI and Semiconductor Market Trends
43:30 Natural Gas and Commodities Market
46:12 Small Cap Stocks and Market Performance
58:17 Natural Gas Infrastructure and Investment
01:02:08 Federal Reserve and Interest Rate Speculations
01:07:26 Final Thoughts and Market Predictions
