Axel Merk on Macro Shifts Driving Markets & Miners...& Why Gold Wins

Axel Merk on Macro Shifts Driving Markets & Miners...& Why Gold Wins

From Exploring Mining by InvestorIdeas.com

April 19, 2026 · 47 min

About this episode

Axel Merk discusses macro trends affecting gold and mining markets, emphasizing the strategic environment for precious metals investors.

In this weeks episode of Exploring Mining, host Cali VanZant interviews Axel Merk, Founder Merk Investments to explore the major macro trends shaping today’s gold and mining landscape. Axel breaks down how rising defense spending, shifting budget priorities, ongoing supply dynamics, and sustained central bank gold purchases are creating a strategic environment for precious metals investors. Drawing on his experience, he explains the evolution of his firm’s assets; Which have grown significantly amid the bull market. Axel shares clear perspectives on gold, silver, and the importance of good management in Miners. Whether you’re looking to better understand global macro shifts or identify long-term opportunities in the sector, this conversation delivers valuable, balanced insights from one of the industry’s most respected voices. About Merk Investments Helping our clients achieve superior risk-adjusted portfolio performance is Merk's mission. Through a robust investment process, we aim to deliver truly uncorrelated returns that seek optimal profit potential within tailored investment objectives. https://www.merkinvestments.com/ Subscribe to their newsletter…

People in this episode

Guest: Axel Merk

Topics covered

  • macro trends
  • gold
  • mining
  • investing
  • precious metals

Keywords

  • defense spending
  • budget priorities
  • supply dynamics
  • central bank gold purchases
  • investment opportunities

Mentioned in this episode

Products: Merk Investments

Books & works: Exploring Mining

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