John Rubino, explains that the unwinding of the yen carry trade is a major destabilizing force because trillions of leveraged positions that once depended on artificially low Japanese interest rates are now being forced to unwind. He warns that this will expose widespread misallocation of capital and reveal which institutions are overleveraged as global liquidity tightens. He then draws parallels between Japan and the United States, noting that rising long term Treasury yields show that global markets no longer trust the Federal Reserve to preserve the value of the dollar. Rubino highlights that gold and silver have decisively outperformed equities for decades and that capital is now pouring into physical metals, central bank reserves, and high quality mining stocks. He says that the first part of 2026 could be explosive for precious metals miners as earnings surge and generalist investors flood a very small sector.
WEEKLY SPECIALS:
1 oz US Gold Eagle: $145 over spot per ounce
40% Silver Kennedy Halves: $1.85 below spot per ounce
10 oz Silver Nordic Mint Bars: $3.49 over spot per ounce
100 Gram Silver Valcambi 1g x 100 CombiBar: $275 per bar
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INTERVIEW TIMELINE:
0:00 Intro
1:27 Yen carry trade
14:19 Precious metals and miners
25:25 Rubino’s substack
28:00 Weekly specials
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