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Vince Lanci - Gold, Silver and the Repricing of Oil

An in-depth discussion on gold, silver and crude oil divergence, SLV market structure, rising energy costs, de dollarization pressures, and the macro risks facing bonds and global markets

Today’s episode features Vince Lanci ( VBL ) of the very popular GoldFix Substack!

AUDIO IS AVAILABLE HERE

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NB - Recorded on Tuesday 3rd March 2026 late AM Eastern Time

Vince Lanci dives into the following:

  • Short Term Silver, Gold and Oil outlooks

  • How and why those 3 commodities are telling us 3 different stories

  • Market mechanics and why Jane Street’s involvement in SLV ETF is important to understand

  • What an increased Oil price will mean for the rest of the world

  • What Vince would do in the short-term from a positioning point of view (not financial advice)

  • Why the US is likely on track with its bigger picture policies

  • Stagflation, bonds and the likely fall out ahead

  • And much more

Contact Information

You can connect with VBL on Substack at GoldFix, also on X at VBL’s Ghost and on the VBL Gold Fix website.

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DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.

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