US Gold Reserves Cover Just 2% of Soaring Debt; Default Risk Greater Than We Know!
US Gold Reserves Cover Just 2% of Soaring Debt; Default Risk Greater Than We Know!
Daniela Cambone: 8-1-2025
“The U.S. Treasury’s gold reserves are at one of the lowest levels in 90 years,” says Tavi Costa, partner and portfolio manager at Crescat Capital, joining Daniela Cambone on the Daniela Cambone Show.
“At just 2% of total government debt, this imbalance is a green light for long-term gold investors.” Costa warns that rising U.S. debt, surging interest costs, and the likelihood of dollar devaluation will eventually force the government to either buy more gold or revalue it, a move he believes could unlock massive upside for the metal.
“The world is accumulating gold, and the U.S. will have to join in,” he says. Beyond gold, Costa shares why the AI arms race and a coming infrastructure boom could reshape the U.S. economy, creating major opportunities in raw materials and engineering sectors.
Chapters:
00:00 U.S. Treasury gold reserves at historic lows
04:40 Why the U.S. may need to increase gold reserves
07:02 Could the U.S. ever default on its debt?
10:38 How gold revaluation could happen
12:25 Will China slow its gold purchases?
15:08 The AI arms race: who will win?