Investors / stance tracking
What Peter Schiff is saying
FollowFollowingUnfollowCEO & Chief Global Strategist, Euro Pacific Capital
13 dated public stances tracked since 2020-06-28, most recently 2026-10-25. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Peter Schiff's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Peter Schiff is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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13
tracked stances
7
themes
0
side flips
2026-10-25
last heard
Returns 90d +6.3% 88% correct · 8 calls · 180d +11.3% 88% correct · 8 calls · 1y +26.9% 100% correct · 8 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2024-12-09 | SILVER | bullish | +0.4% | +15.2% | +90.4% |
| 2024-12-09 | HOUSING | bearish | +15.5% | +19.4% | +12.0% |
| 2024-12-06 | long GOLD / short SPX | ratio | +7.9% | +14.6% | +22.4% |
| 2024-12-06 | Long Dur Treasuries | bearish | +3.2% | +6.5% | +2.8% |
| 2024-12-06 | GOLD | bullish | +10.4% | +28.0% | +58.6% |
| 2024-12-06 | BITCOIN | bearish | +10.0% | -4.8% | +10.7% |
| 2020-06-28 | USD | bearish | +3.4% | +7.7% | +6.3% |
| 2020-06-28 | Long Dur Treasuries | bearish | -0.3% | +3.7% | +11.7% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| Long Dur Treasuries | 3 | 3 bearish | 2026-10-21 | |
| HOUSING | 2 | 2 bearish | 2026-10-21 | |
| USD | 2 | 2 bearish | 2026-10-25 | |
| BITCOIN | 1 | 1 bearish | 2024-12-06 | |
| GOLD | 1 | 1 bullish | 2024-12-06 | |
| SILVER | 1 | 1 bullish | 2024-12-09 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-25
long GOLD / long SILVER
basket
Kitco NEWS · video
Gold and silver are 'real money' that preserves purchasing power as inflation runs well above the 4% consensus and dollar-denominated savings go backward after tax
“you can buy some gold and silver, because then you could use that in the future to buy the things that you need”
Peter Schiff: Do Next Year’s Grocery Shopping Now #Inflation #Gold #Retirement
4% CDs yield a negative real return after tax when true inflation will significantly exceed the 4% consumer expectation, making dollar-denominated savings a losing proposition
“It's only if you've got dollars that you have to worry about a soaring cost of living”
Peter Schiff: Do Next Year’s Grocery Shopping Now #Inflation #Gold #Retirement
2026-10-21
Long Dur Treasuries
bearish
Kitco NEWS · video
A secular 20-year bear market in bonds began 6 years ago and rates will rise faster than they fell, driving mortgage rates to 9% by early 2027
“we're 6 years into a major bear market, a secular bear market that will last at least half as long as the bull market”
The Housing Bubble Is Bigger Than 2008 | Peter Schiff #Housing #RealEstate #PeterSchiff
Mortgage rates rising toward 9% by Q1 2027 will destroy affordability and trigger a 30–50% nationwide home price decline as negative equity forces distressed sales, matching or exceeding the 2007–2008 collapse
“maybe 30 to 50% decline in real estate prices nationwide, which would be as big if not bigger than the drop in 2007-2008”
The Housing Bubble Is Bigger Than 2008 | Peter Schiff #Housing #RealEstate #PeterSchiff
2026-10-21
US CONSUMER DISCRETIONARY
bearish
Kitco NEWS · video
Cash-out refinancing and home equity extraction—the primary engines of consumer spending—are permanently shut as rates rise, leaving indebted consumers with no lifeline against rising food, energy, insurance and healthcare costs
“the refi is dead. Home equity extractions are over. There's no more lifeline.”
The Housing Bubble Is Bigger Than 2008 | Peter Schiff #Housing #RealEstate #PeterSchiff
The gold/silver ratio is far above its historical mean, so silver should deliver larger percentage gains than gold as the ratio mean-reverts while both metals rise on dollar weakness
“silver is pretty cheap right now and if it simply reverts to the mean you're going to have a bigger gain in silver”
90d +0.4% · 180d +15.2% · 1y +90.4%
Bitcoin, Gold, Musk, and Trump: Peter Schiff Answers Your Questions
Home prices are at historically low affordability and will crash in real (gold-adjusted) terms as rising long-term mortgage rates, climbing insurance/property-tax costs, and eventual forced selling add supply pressure
“in terms of gold there's going to be a crash”
90d +15.5% · 180d +19.4% · 1y +12.0%
Bitcoin, Gold, Musk, and Trump: Peter Schiff Answers Your Questions
2024-12-06
long GOLD / short SPX
ratio
Wealthion · video
US equities are historically expensive and earnings will compress under stagflation, so even if stocks nominally rise in dollar terms they will lose value priced in gold — the gold-to-stocks ratio will keep expanding
“you're going to continue to see US Stocks lose value priced in Gold though they may continue to gain value priced in dollars”
90d +7.9% · 180d +14.6% · 1y +22.4%
Peter Schiff’s Bold Take on Bitcoin, Trump & The Ominous Debt Bubble
2024-12-06
Long Dur Treasuries
bearish
Wealthion · video
The Fed has already lost control of the long end — long-term rates rose immediately after the Fed's rate cuts and will keep rising as markets price in $35T of debt that will eventually be inflated away, and even a QE restart will only add inflation risk
“when the FED Cuts rates that was going to be the bottom of the long-term rates... that's exactly what they've done”
90d +3.2% · 180d +6.5% · 1y +2.8%
Peter Schiff’s Bold Take on Bitcoin, Trump & The Ominous Debt Bubble
Said again: 2024-12-07 (Wealthion), 2024-12-30 (Wealthion)
Bitcoin has no intrinsic utility distinguishing it from thousands of other capped-supply cryptocurrencies, and its recent price surge is entirely driven by speculative ETF inflows and MicroStrategy's leveraged buying loop — a reflexive bubble that collapses…
“I still think it's a bubble I still think it's not digital gold... I do think it's going to collapse”
90d +10.0% · 180d -4.8% · 1y +10.7%
Peter Schiff’s Bold Take on Bitcoin, Trump & The Ominous Debt Bubble
Said again: 2024-12-07 (Wealthion), 2024-12-09 (Wealthion), 2024-12-30 (Wealthion)
Persistent US debt monetization and inevitable return to QE will debase the dollar and all fiat currencies; gold has outperformed US stocks since 1999 and that outperformance will accelerate as stagflation and debt crisis unfold
“I think people should own gold as an alternative to the dollar or the Euro or the Yen”
90d +10.4% · 180d +28.0% · 1y +58.6%
Peter Schiff’s Bold Take on Bitcoin, Trump & The Ominous Debt Bubble
Said again: 2024-12-09 (Wealthion), 2024-12-30 (Wealthion)
2020-06-28
Long Dur Treasuries
bearish
Brent Johnson · video
US stocks and bonds are trading at rich valuations relative to foreign assets, which will erode foreign investor demand for dollars needed to buy those assets, accelerating dollar weakness and removing the key pillar propping up US financial asset prices
“maybe they think the US bond market is too expensive — which they are right”
90d -0.3% · 180d +3.7% · 1y +11.7%
Peter Schiff Debunks Brent Johnson's Dollar Milkshake Theory
Structural dollar oversupply from the US trade deficit (>$500B/year of dollars exported with no return demand) and Fed money printing to finance budget deficits continuously debases the dollar, while the dollar's failure to break its 2015/2017 highs even…
“the supply of dollars is growing dramatically — what does that mean about price? price has to come down, this is basic supply demand”
90d +3.4% · 180d +7.7% · 1y +6.3%
Peter Schiff Debunks Brent Johnson's Dollar Milkshake Theory
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