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Resources & influences

The people and publications — we learned from on the way here.

BullionMarketCap is assembled from decades of work by people who have been thinking seriously about gold, silver, and the monetary system for a long time. This page is the short list of the interviews, books, channels, and research we keep coming back to — the material that shaped the indicators, the framing, and the editorial tone of this site. None of them endorse us. We just read, watch, and think better because of them.

Curated shortlist · Not sponsoredExternal links open in a new tab
The shortlist

Who we read and watch

Five voices — one news wire, one book, two channels, and one research desk. Each link goes directly to their work.

01 · News & market data

Kitco News

The wire for precious metals.

Kitco has been the default newsroom for gold, silver, platinum and palladium for decades — live spot feeds, interviews with miners and central-bank watchers, and daily commentary from the floor.

What we took from it

A reference point for how we present live metal prices, LBMA benchmarks, and the context around daily price moves. Their interview archive is also where we first encountered several voices listed on this page.

Visit Kitco News
02 · Book & YouTube — Guide to Investing in Gold & Silver

Michael Maloney

Why sound money is the cycle.

Maloney’s Guide to Investing in Gold and Silver is the plainest-spoken explanation of monetary history, fiat cycles, and the gold/silver ratio for retail investors. His Hidden Secrets of Money series turned those ideas into a multi-million-view crash course.

What we took from it

Shaped how we think about the gold/silver ratio as a swap tool, the role of silver as the higher-beta monetary metal, and why historical ratios (80 = silver cheap, 50 = gold cheap) are worth anchoring on.

GoldSilver.com
03 · YouTube — Rebel Capitalist

George Gammon

Macro for people who own the metal.

Gammon breaks down credit cycles, eurodollar plumbing, and Fed policy in long-form video — often interviewing the same macro practitioners (Luke Gromen, Brent Johnson, Lyn Alden) whose frameworks inform how gold prices cycle.

What we took from it

Informed the way we frame macro regimes — hiking vs cutting, liquidity tightening vs easing — as the backdrop for the Macro Playbook and the Capital Rotation signal.

Rebel Capitalist channel
04 · Podcast & YouTube — The David Lin Report

David Lin

Long-form interviews with the people who trade this.

Formerly of Kitco, David Lin now runs an independent interview show where fund managers, gold-focused allocators, and monetary historians get to speak at length. The archive is a rolling education in how professionals position around gold.

What we took from it

His interviews have been a source of recurring questions we wanted the site to answer directly — "where are we in the cycle?", "who is buying?", "is sentiment extreme?" — which became the indicator framing on the About page.

The David Lin Report
05 · Research & book — Broken Money

Lyn Alden

The monetary case for gold, written like a research note.

Lyn Alden’s macro research combines monetary history, balance-sheet mechanics, and fiscal dominance into a framework for why hard assets matter in the current cycle. Her book Broken Money traces the entire arc from commodity money to the dollar system.

What we took from it

Grounds how we interpret central bank gold buying (reserve-asset reallocation, not tactical trading) and why fiscal-led macro regimes tend to be friendlier to gold than rate-led ones.

lynalden.com
Not affiliated

BullionMarketCap has no commercial relationship with any of the people, publications, or businesses listed on this page. Links are provided as credit to the source material that influenced the design and editorial direction of the site. Opinions expressed on their platforms are their own, not ours, and nothing on this page should be read as a recommendation, endorsement, or financial advice.