Intro

Start earning interest in gold: https://Monetary-Metals.com/LinAxel Merk, President and CIO of Merk Investments, discusses the future of monetary policy, the shifting global order, and what both mean for gold and the broader markets.*This video was recorded on April 20, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW AXEL MERK:Merk Investments: https://www.merkinvestments.com/X (@AxelMerk): https://X.com/AxelMerk FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:23 - Merk’s gold fund strategy5:26 - Is gold a safe haven or risk asset?8:57 - Oil, gold, and the recession question15:34 - Fed transition24:36 - Inflation, rate cuts, and the Taylor Rule30:12 - Fiscal dominance and the dollar36:32 - End of Pax Americana42:20 - Positioning in gold miners#investing #economy #stocks