Don Durrett: Gold Miners ‘The Most Asymmetric Upside’ & The Point of No Return for Gold

Don Durrett: Gold Miners ‘The Most Asymmetric Upside’ & The Point of No Return for Gold

From Palisades Gold Radio by Collin Kettell

September 5, 2026 · 53 min

About this episode

Don Durrett discusses his bullish outlook on gold and the implications of the current fiscal path of the US.

Stijn Schmitz welcomes back Don Durrett to the show. Don is an Author, Investor, and the Founder of GoldStockData. Don outlines his multi-stage debt bubble framework driving his bullish gold outlook, arguing the US has passed a point of no return on its fiscal path. He describes seven phases, from the bubble’s formation to the eventual “doom loop” recognition, and believes recent Treasury interventions signal the start of stage five. This deteriorating bond market confidence, he argues, creates an extremely asymmetric opportunity for gold and silver, with gold’s floor around $3,750 and a long-term target of $15,000, while silver could reach between $200 and $500. Durrett sees the current gold bull market as having started in early 2020, with the real momentum beginning in 2024. He expects a near-term correction in gold back toward the $4,200 level before a powerful second leg higher begins around November or December. This second leg, he emphasizes, is historically the easiest and most profitable phase because it is when mining stocks finally begin to outperform the metals, attracting broader investor interest. He notes that miners only started…

People in this episode

Host: Collin Kettell

Guest: Don Durrett

Topics covered

Keywords

Mentioned in this episode

Organizations: GoldStockData

Places: United States

More episodes of Palisades Gold Radio

Explore listener stats, chart rankings, contacts and more on the Palisades Gold Radio podcast page.