Top Three Videos – October 11, 2026
Tavi Costa: On The Cusp of The Next Depression, The Gold Reset & Financial Repression...(October 8, 2026)
Palisades Gold Radio...
Summary
Tavi Costa argues that the United States is approaching a fiscal breaking point, with over a quarter of its debt rolling over within 12 months, and expects policymakers to suppress yields and weaken the dollar because fiscal austerity would trigger a depression. He sees gold anticipating that intervention and a return to monetary backing, noting that U.S. gold holdings cover roughly 3% of outstanding Treasuries versus about 50% in the 1940s, while excessive debt, wars and spending promises compound the crisis. Costa favors mining, Latin America and energy over the next 5 to 10 years, arguing that mining’s roughly 1% share of global equity markets versus 10% in earlier eras offers multiples of upside, and is launching Azura Capital around cash-flowing producers, strategic developers and exploration.
Top 5 Key Topics
- America’s emerging market fiscal trap: Costa says the United States increasingly resembles an emerging market, with expensive necessities, widening inequality and policy constrained by its bond market, while over a quarter of its debt must refinance within 12 months at higher rates. He expects yield curve control, QE or other intervention rather than an unbackstopped Treasury collapse, and calls Trump’s proposed $5,000 household payments another escalation of chronic deficits.
- The scale of gold remonetization: Costa puts U.S. gold holdings at roughly $1 trillion against $40 trillion of Treasuries, meaning a return to 50% backing would require $20 trillion in gold value through purchases, higher prices or both. Above-ground gold is worth less than 20% of global equity capitalization versus roughly 90% in earlier monetary and inflationary upheavals, supporting his expectation of a gradual bull market punctuated by large upward steps.
- Debt drives wars and commodities: Costa argues that overwhelming debt creates wars, treating the Middle East, Ukraine, China and Taiwan, India and Pakistan, and U.S. interest in Greenland as manifestations of a broader macroeconomic problem rather than isolated disputes. War intensifies fiscal spending, while gold-led commodity bull markets spread into copper, energy and agriculture as sovereigns seek tangible resources, leaving investors, in his view, owning too few hard assets.
- Latin America’s decade of opportunity: Costa expects emerging markets to deliver one of the biggest investment trends over the next 5 to 10 years, with Latin America’s underpriced, underexplored resources reinforced by a political shift toward capitalism in El Salvador, Javier Milei’s Argentina, Bolivia and Brazil. He bought a house in Brazil two years ago and invested in Bolivia’s San Cristobal, which he describes as the world’s fourth-largest silver mine, to participate directly in that transformation.
- Building a returns focused mining portfolio: Azura Capital’s initial mining fund will center on 12 to 15 producers and developers plus exploration, applying an Amazon-style reinvestment framework and emphasizing business quality and long-term returns rather than minimizing volatility or chasing critical-metals labels. Costa particularly likes silver miners with net cash equal to 15% to 20% of market capitalization and free cash flow yields of 7% to 10%, expecting buybacks and acquisitions as declining grades, reserve depletion and insufficient discoveries force producers to replenish assets.
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Trump Just Announced The US Dollar's Reset...(October 9, 2026)
Bravos Research...
Summary
Bravos Research argues that Donald Trump’s tariffs, sanctions, and geopolitical confrontations are a deliberate dollar reset designed to inflate away roughly $40 trillion in federal debt, with manufacturing revival serving largely as a cover story. Against a $32 trillion economy, annual interest costs exceed $1 trillion, roughly 4% of GDP, but weakening the dollar cannot solve the debt trap while Treasury yields keep climbing. The channel interprets Scott Bessant’s doubling of Treasury bond buybacks and proposed use of up to $1 trillion from the Treasury General Account as an effort to suppress borrowing costs, predicting escalating intervention and a turbulent financial transformation paid for through Americans’ lost purchasing power.
Top 5 Key Topics
- Chaos as deliberate dollar policy: Bravos Research links dollar declines to Trump’s tariffs, escalations involving Venezuela and Iran, and Operation Economic Outcast, arguing that Washington is deliberately driving countries away from its currency. Trump openly favors a weaker dollar, while JD Vance questions whether the reserve-currency status America has held for 80 years is actually beneficial.
- Manufacturing revival as cover story: The 1985 Plaza Accord helped drive a 40% decline in the dollar index, yet manufacturing employment kept falling, as it did during another dollar downturn in the 2000s. Bravos Research calls manufacturing revival largely a cover story for debt relief, citing an interest burden that subsequently fell from around 3% of GDP to roughly 1% in 2009.
- The federal debt trap: Federal debt stands near $40 trillion against annual economic output of approximately $32 trillion, with interest exceeding $1 trillion annually, more than the military budget and roughly 4% of GDP. Bravos Research describes interest as entirely unproductive spending and says roughly $3 trillion in debt added over the past year feeds a self-reinforcing borrowing spiral.
- Falling dollar meets rising yields: Since 2025, the dollar has weakened while government bond yields have reached their highest levels in 24 years, undermining the administration’s debt-relief strategy. Unlike the cooperative Plaza Accord, Bravos Research argues that today’s tariffs, sanctions, and geopolitical pressure repel foreign Treasury buyers as well as dollar users, pushing borrowing costs higher.
- Buybacks to force yields down: Scott Bessant announced a doubling of Treasury bond buybacks and said up to $1 trillion from the Treasury General Account could fund purchases, which Bravos Research interprets as Washington trying to dictate its own borrowing costs. With yields still surging, the channel expects stronger intervention to combine a weaker dollar with suppressed yields, sacrificing savers’ purchasing power to make government debt manageable.
Elemental Royalty Corp – US$290 Million Acquisition of 5 Streams & Royalties, Generation Divestment...(October 6, 2026)
The KE Report...
Summary
CEO Fred Bell says Elemental Royalty Corp.’s US$290 million acquisition of five streams and royalties from Orion Mine Finance will create a larger, higher-quality royalty company, adding three producing assets, taking producing exposure above 20 assets, and increasing precious-metals and Nevada exposure on revenue- and net-asset-value-accretive terms. He argues that cornerstone assets including i-80 Gold’s Ruby Hill and Mansa Resources’ Kouroussa offer substantial exploration upside, supporting a forecast increase from approximately 21,000 gold-equivalent ounces at this year’s midpoint to 50,000 by 2031. The simultaneous sale of the generative business to private company Carlin East, led by Dave Cole, will simplify Elemental into a pure-play royalty company, reduce staffing from approximately 45 to 20, and preserve exploration upside through a major shareholding.
Top 5 Key Topics
- Ruby Hill silver growth engine: Elemental is acquiring a 50% silver stream on the first 1.3 million ounces at i-80 Gold’s Ruby Hill complex in Nevada, followed by an uncapped 10% stream, which Bell expects to become a top-five portfolio asset. Mineral Point contains approximately 8 million measured, indicated and inferred gold-equivalent ounces, and Bell expects a 130,000-meter drilling program, including step-outs 300 meters east and approximately 1 kilometer north, to expand resources and extend the current 16-year mine life.
- Kouroussa stream captures regional expansion: The 5% gold stream on Mansa Resources’ producing Kouroussa mine in Guinea carries a 20% payment obligation, making it effectively a 4% net stream on annual production of approximately 90,000 to 100,000 ounces. Bell emphasizes that the uncapped stream covers the mill, including future production from newly acquired licenses, while Mansa has approximately doubled its adjacent landholding and holds a one-time right to buy back 50% of the stream within roughly two years.
- Three additional assets broaden exposure: The package includes a capped 1% stream covering approximately 600,000 ounces at a New Zealand gold project chaired by Jake Klein, with first gold expected in December, and a 2.5% royalty on Silverco Mining’s producing La Negra mine in Mexico, where updated production targets imply approximately US$4 million annually rather than US$2 million. It also includes partial royalty coverage of Dakota Gold’s Richmond Hill mine plan and surrounding exploration ground, which Bell values for its strategic position around operating and formerly producing mines.
- Generative separation removes overhead burden: Bell says the generative business accounts for approximately 60% of Elemental’s personnel and 30% of general and administrative costs, while its early-stage discoveries receive little recognition inside the larger company. Carlin East will provide more direct leverage to exploration success, with Elemental remaining its major shareholder and retaining exposure to its existing royalties, although approximately 20 early-stage royalties will be split between the companies.
- Cornerstone quality drives acquisition strategy: Bell says the average value of Elemental’s top eight assets has risen from approximately US$35 million to US$170 million in 15 months, while the company continues pursuing selective US$10 million to US$20 million deals alongside cornerstone acquisitions. He highlights Timok’s 66-year mine life, shared asset exposure with Franco-Nevada and Royal Gold, and approximately 20% portfolio exposure to the United States and Canada after closing as evidence that Elemental is building durable, institutionally attractive assets with decades of compounding exploration upside.