Gold Goats 'n Guns Podcast Episode #238 -- Vince Lanci and the New Triange Trade in Gold
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Nov 18, 2025 In this discussion, trader and writer Vince Lanci dives into the evolving landscape of global finance. He explores how recent bond moves between the U.S., China, and Russia are reshaping economic coordination. Lanci argues that gold trading fosters trust among major powers, potentially sidelining financial hubs like London. He also discusses the implications of a possible gold-backed U.S. Treasury as a strategy to maintain reserve status. The conversation touches on Europe's financial challenges and the historic patterns influencing current geopolitics.
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US–China Turn-Taking In Gold Markets
- China and the U.S. appear to coordinate a global economic 'divorce' that reduces direct competition and avoids catastrophic conflict.
- Vince sees buying patterns in gold that suggest deliberate turn-taking, not random market moves.
Triangle Liquidity Between Dollar, Yuan, Gold
- China sold a successful US-dollar bond while Russia announced yuan bonds, forming a circular liquidity flow tying dollar, yuan, and commodities together.
- Vince frames this as a triangle of liquidity where each power provides access to the other's financial plumbing.
Gold-Backed Treasuries As Systemic Collateral
- A gold-backed U.S. Treasury bond could collateralize a new system and undercut London's intermediating role in commodity pricing.
- Tom argues this 'triangle trade' of US gold bonds, Chinese liquidity, and Russian commodity supply is transformative.
