America Can’t Stop Printing Money, What Happens to Gold? | Rod Husband - Epic Gold
The Deep Dive Oct 6, 2026 12:14
Summary
The guest argues expensive U.S. borrowing forces another round of money printing, which he sees as a direct driver of higher gold prices.
Gold holding firm near $4,000 as the U.S. 10-year yield climbs past 5% supports his view that the underlying gold trend remains strong.
Generalist investors are returning to junior explorers, targeting small $5–10 million market caps purely for upside and cheap deals.
Building your own mill demands a 2–3 million ounce deposit for economic mass, so smaller projects stay viable by trucking ore to nearby spare capacity.
He recommends investors track project sequencing — funding a flagship first so its success frees capital to advance the next asset.
Key points on Majestic Gold Corp
- Majestic Gold is raised once, in the guest's own track record: he says he was with Majestic in China from 2003, discovered two large projects, sold one back to the partners, and concentrated on the second in eastern China, where a 3 million ounce mine was built and is still in production.
Steve Hyland's takeaways
- Top takeaway The host sets the macro frame around the U.S. 10-year yield having crossed 5.1% while gold held up, and asks whether that resilience bodes well for gold as yields keep climbing.
- He steers the interview toward company specifics, asking whether the market is undervaluing smaller higher-grade deposits, whether smaller projects face extra permitting hurdles, whether acquisitions are being pursued, and what investors should watch over the next year.