Ron Paul On Surging Inflation, Oil Shock, Bond Market Collapse

Watch on YouTube ↗  |  September 18, 2026 at 17:20  |  25:47  |  The David Lin Report
Speakers
Ron Paul — Former Congressman; Host, The Liberty Report
David Lin — Founder & Host, The David Lin Report / ex-Anchor, Kitco News

Summary

Ron Paul joins David Lin to discuss inflation, government debt, war, AI, and the fragile U.S. economic system. Paul argues that money printing and debt are structural problems likely to end in a crack-up bust. He favors gold and silver, expects markets to fall, sees higher interest rates/lower bond prices, and warns of eroding dollar confidence. The video also includes a sponsor segment highlighting Stellar Gold's Canadian gold projects as a company to watch.

  • Ron Paul says inflation is a monetary phenomenon and likely persists until the fiat system collapses.
  • He expects a crack-up bust driven by debt, deficits, war, and money printing.
  • He favors owning gold and silver and expects broader markets to fall.
  • He expects bond prices to weaken as interest rates rise during a bust.
  • He warns that people and central banks may reduce dollar holdings, pressuring the U.S. dollar.
  • He criticizes the Fed and prefers market-led regulation for AI and crypto.
  • A sponsor segment highlights Stellar Gold's Canadian projects as one company to watch.
Ideas
Ron Paul Former Congressman; Host, The Liberty Report 0:13
Own gold and silver as inflation hedge
Paul argues that central-bank money printing and government debt/war mean inflation is here to stay until the fiat system collapses. In the coming crack-up boom, people lose confidence in the dollar, so he wants to own silver and gold and expects both to rise.
Ron Paul Former Congressman; Host, The Liberty Report 0:15
Markets fall in crack-up bust
He sees the U.S. economic system as fragile because of excessive debt, deficits, fiat money, and war. When the crack-up boom forces a bust, he expects markets to go down.
David Lin Founder & Host, The David Lin Report / ex-Anchor, Kitco News 7:52
Stellar Gold: gold company to watch
Sponsor segment: Stellar Gold holds three major Canadian gold projects; Tower and Colomac are among Canada's largest undeveloped gold sites, Tower could be worth $2.5B after tax at $3,200 gold, Colomac could be Canada's next big gold camp, Holler Tailings could deliver near-term cash flow, and the company has drilled over 16Moz with a seasoned team. The host calls it one company to watch.
Ron Paul Former Congressman; Host, The Liberty Report 22:14
Dollar loses global confidence
The crack-up boom means people no longer want to hold dollars, and central banks/foreigners are already holding fewer dollars. This loss of confidence in the U.S. reserve currency argues for a weaker dollar.
Ron Paul Former Congressman; Host, The Liberty Report 23:24
Bond prices fall as rates rise
Paul expects foreigners and central banks eventually to give up on bonds. In a bust, interest rates usually go way high, implying lower bond prices/higher yields, though he is uncertain about the short-run path.
Up Next

This The David Lin Report video, published September 18, 2026, features Ron Paul, David Lin discussing GLD, SILVER, SPY, Stellar Gold, USD, TLT. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ron Paul, David Lin  · Tickers: GLD, SILVER, SPY, Stellar Gold, USD, TLT