Mario Innecco: The Monetary Reset, Japan's Debt Crisis & Undervalued Miners | Old Gold
Mario Innecco: The Monetary Reset, Japan's Debt Crisis & Undervalued Miners | Old Gold
OldGold: 8-3-2026
In this episode of Old Gold, Eric Robinson and Jeremy Gray sit down with maneco64's Mario Innecco to discuss the shifting global monetary system, why gold has now overtaken US Treasuries as the world's primary reserve asset, and why gold and silver miners remain deeply undervalued heading into what all three see as the next explosive leg of the bull market.
The conversation also covers Japan's snowballing sovereign debt crisis, the risk of social unrest as wealth inequality widens, and whether Bitcoin has become just another risk asset tracking the Nasdaq.
00:00 - Intro: Catching Up With Maneco64's Mario Innecco
02:08 - Laiva Gold's Finland Trip & Chancery's Open Raise
04:20 - A New Monetary Era and the End of Bretton Woods
09:20 - Gold Overtakes Treasuries as the World's Reserve Asset
14:13 - Wealth Inequality and the Risk of Social Unrest
15:52 - Is Bitcoin Becoming Just a Risk Asset?
17:53 - Japan's Snowballing Debt Crisis
22:58 - Why Junior Miners Remain Undervalued
25:46 - The Real Cost to Rebuild Pilar, Laiva & Tucano
26:35 - Buying Four Mines at Deep Discounts
27:41 - Permitting: The Real Barrier to Entry
29:01 - AI's Hidden Commodity Supercycle
32:19 - Tungsten's Explosive Price Move & What's Next
33:23 - Closing Remarks: Gold's Next Big Move