$10,000 Gold, 10% Inflation: “Something Is Going to Break” | Vince Lanci
Miles Franklin Media: 1-11-2026
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, interviews Vincent Lanci, Publisher of GoldFix, Managing Partner at Echo Bay Partners, and Professor of Finance, about the sharp sell-off in gold and silver, growing risks in the U.S. financial system, and why he forecasts gold reaching $10,000 alongside 10% inflation within the next two to five years.
Lanci warns that cracks in credit markets, potential Treasury market instability, and the bursting of the AI bubble could force the Federal Reserve to reverse course even as inflation accelerates.
He also explains why gold and silver are falling despite geopolitical uncertainty, reveals the price levels where he is preparing to buy, and examines how China's expanding gold infrastructure and the tokenization of physical metals could reshape global precious metals markets.
In this episode of The Real Story with Michelle Makori:
Why Vince Lanci forecasts $10,000 gold and 10% inflation
How a credit crisis, Treasury market instability, and AI bubble could threaten financial markets
Why gold and silver are falling despite rising inflation and geopolitical tensions
Lanci's buying targets for gold (3,500–3,800) and silver (43–48)
China's gold strategy, the shifting global monetary system, and silver tokenization
00:00 Coming Up
01:37 Introduction
03:43 Why Metals Are Selling
07:43 Fed Warsh Macro Shift
16:42 Something Is Breaking
19:48 Less Fed Handholding
24:37 War Oil And Gold Link
28:37 Deploying Dry Powder
32:12 Europe Inflation Lagarde
41:42 Europe unrest and ECB shift
43:05 Binance hack shockwaves
45:01 UAE Trump Binance ties
47:33 Decentralization myth exposed
49:40 Bitcoin vs custody risks
53:12 Fusion made gold debate
01:01:24 Ghana joins BRICS
01:03:16 China pivots to Hong Kong gold
01:09:00 LME tokenized metals
01:15:59 Biggest risks for gold
01:22:05 Wrap up and where to follow