Eric Yeung - China's Gold Strategy: The Financial Shift Few Are Watching

Today’s podcast guest is Eric Yeung. Geopolitical and economic effects on Precious Metals and commodities. Not financial advice. Opinions are my own.

3 things we discuss:

1. Physical metals as collateral. Eric discusses how developments at the London Metal Exchange could allow metals to support financing and liquidity, and why he believes gold and silver could eventually follow.

2. Hong Kong, China and the Renminbi. His central argument is that collateralising physical gold could help China expand the international use of its currency, with Hong Kong playing an important role.

3. A new monetary role for gold and silver. Eric argues that precious metals could become more valuable to institutions if they can be used to obtain liquidity without being sold. He also gives medium-to-long-term price scenarios of $7,000–$8,000 gold and $120–$200 silver, while warning about near-term weakness.

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Recorded: 29th October 2026

The piece with Eric Yeung and VBL can be found below:

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