Soar Financially

WAR SHOCK: Treasuries Collapse While Gold Surges | Mario Innecco

Mar 5, 2026
Mario Innecco, market commentator and YouTuber who focuses on precious metals and macro trends. He explains why Treasuries did not act like a safe haven, why central banks seem to be buying gold, and what the falling Dow/gold ratio could mean. They discuss oil and inflation risks, silver’s wartime demand, and why Treasury yields are the key macro signal to watch.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Treasuries Failed As The Expected Wartime Safe Haven

  • U.S. Treasuries didn't behave as a wartime safe haven after the Middle East crisis, with yields rising instead of falling.
  • Mario Innecco argues markets expected a quick U.S./Israeli victory and that sovereign buyers are shifting to gold, weakening treasury demand.
INSIGHT

Global Monetary Realignment Favoring Gold

  • Major central banks and countries are increasing physical gold and reducing Treasury holdings as part of a hidden monetary realignment.
  • Mario highlights China cutting Treasury reserves below $700bn and Gulf states buying physical gold after feeling exposed militarily.
ADVICE

Stay Long Term And Avoid Panic Trading

  • Stay patient and keep long-term positions in hard assets rather than reacting to short-term volatility.
  • Mario recommends sitting tight on investments and not making impulsive trading moves during wartime noise.
Get the Snipd Podcast app to discover more snips from this episode
Get the app