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The Authentic Judy Shelton: A Maverick Economist Takes on Washington The monetary system is being questioned… in real time. I sat down with Judy Shelton, a longtime advocate for sound money who challenged the system from the inside. My first documentary. We cover: • Gold’s return to the financial system • Treasury Trust Bonds • Fort Knox and the question of trust • Stablecoins and the next evolution of money + much more. This is about the future of money itself. TIMESTAMPS: (04:08) — Judy’s early career and how she first entered the world of sound money. (04:40) — Her study of the Soviet collapse and what drew her to it. (08:08) — How Judy’s book on the Soviet collapse connected her to Richard Nixon. (11:42) — Nixon’s 1971 decision to end dollar convertibility into gold. (12:06) — How ending Bretton Woods reshaped the global financial order. (13:20) — Did 1971 fundamentally change the nature of money? (14:09) — Judy’s first meeting with Paul Volcker in 1994. (14:22) — Volcker’s role in ending 1970s inflation and the Bretton Woods anniversary context. (15:46) — Did the world trade monetary discipline for flexibility after leaving gold? (18:56) — Could digital finance help enable a common global unit of account? (21:34) — Judy’s “solidus” idea and who could issue that type of stablecoin. (25:52) — The belief that people deserve a more dependable reserve asset. (26:17) — What Judy learned from her bruising 2020 Fed nomination fight. (33:00) — The Washington machine protecting the status quo. (33:40) — How Judy handled the attacks personally and how it affected her family. (34:23) — Whether the Fed’s protection from scrutiny helped enable the inflation surge. (34:47) — Jerome Powell, accountability, and the absence of consequences. (35:24) — Why calls for Federal Reserve reform are now coming from the highest levels. (36:58) — Who actually owns the Fed? (38:15) — Fort Knox, transparency, and whether an audit is needed. (39:35) — Would Judy support a live video walkthrough of Fort Knox? (40:34) — Could Treasury Trust Bonds inspire other sovereign nations to follow? (43:44) — Would America’s founders even recognize today’s monetary system? (44:38) — The new Board of Peace and why Judy is interested in it. (46:32) — Would Judy join the Board of Peace if asked? (46:38) — What is at risk if monetary reform never happens? (48:11) — The battle never ends.
Gold Telegraph ⚡762,065 görüntüleme • 1 ay önce
GOLD TELEGRAPH CONVERSATION 15: DAN MYERSON “Gold has outperformed every fiat currency in history.” In this discussion, Dan breaks down why the market is completely misreading supply in the commodities space, how difficult it really is to build mines, and why copper and gold are quietly setting up for something much bigger. Dan recently led Foran Mining through its transformational transaction with Eldorado Gold valued at roughly USD $2.8 billion. Mr. Myerson now serves as Deputy Chair of Eldorado. Thank you for joining me, Dan. TIMESTAMPS: (00:22) — Origins: from Morgan Stanley to Glencore (02:53) — Transition into the physical commodity world (05:22) — Understanding risk through global supply chains (07:57) — The decision to build a mining company (09:40) — The Foran–Eldorado transaction: strategy and rationale (15:24) — Stepping into the Deputy Chair role (17:05) — Copper demand vs supply: what the market is missing (20:44) — Why new supply is harder than ever to build (22:05) — The outlook for a tightening copper market (23:20) — McIlvenna Bay within the broader platform (27:39) — Why Saskatchewan: jurisdictional advantages (31:08) — Jurisdiction as a mispriced risk in mining (33:09) — What it really takes to build a mine (35:42) — Key milestones: production and near-term catalysts (37:20) — Gold vs copper: stability and growth (38:46) — Discovering gold (41:26) — Why gold continues to matter (43:50) — The copper-gold platform: long-term vision (46:14) — Free cash flow and capital allocation (48:28) — What investors should be focused on right now
Gold Telegraph ⚡598,439 görüntüleme • 1 ay önce
GOLD TELEGRAPH CONVERSATION 13: PIERRE LASSONDE “Gold is coming back into the global financial architecture, and it’s coming back in a big way.” Join me for a timely conversation with the legendary Pierre Lassonde. In this discussion, Pierre explains why a crisis is already building beneath the surface, why gold is returning to the center of the global financial system, and why the world is entering a period defined by minerals and evolving monetary power. Thank you for joining me again, Pierre. TIMESTAMPS: (00:52) — View on today’s macro environment (02:41) — 1970s analogy, oil shock, Middle East, and inflation risk (04:57) — Whether gold is entering a more accelerated revaluation phase globally (09:29) — Tether Gold, central bank buying, and price discovery shifting East (10:56) — Asia physical flows and whether the Eastward shift is getting closer (11:49) — What Eastern pricing power means for global gold valuation (13:36) — Gold surpassing U.S. Treasuries and what that means for the changing world order (16:21) — Scarcity of real mineral assets vs endless crypto creation/debt and Rome comparison (19:53) — Gold repatriation and erosion of trust in the financial system (21:57) — Why Canada has no gold reserves and what could change that (24:54) — Canadian pensions, mining support, and optionality being misunderstood (28:57) — What separates generational deposits from assets that disappoint (31:23) — Does fast-tracking mines changes the Lassonde Curve? (34:36) — Can mining actually deliver enough new supply, especially after weak exploration (37:22) — Gold price target around $17,250 and how Pierre gets there (40:41) — Whether a crisis could emerge on the road to that gold price target (43:42) — Debt markets, copper, and why copper matters to civilization (47:17) — Copper-gold systems and what a structural copper deficit means for miners (49:52) — What separates great investors from average ones (52:21) — How losing everything early shaped Pierre’s investing approach (53:40) — Where Pierre sees the best opportunities today / companies he is watching (1:04:30) — Advice for the next generation entering mining (1:05:59) — What has meant the most over Pierre’s career
Gold Telegraph ⚡861,027 görüntüleme • 2 ay önce
As reported by Bloomberg: Judy Shelton met privately with Treasury Secretary Scott Bessent to discuss Federal Reserve reform. Read that again. Judy Shelton is one of the most original monetary thinkers of our time... unapologetically focused on restoring discipline, credibility, and integrity to the American financial system. When serious minds start talking about reforming the Federal Reserve, watch closely. The United States Treasury Secretary has also hinted at full reform. In our conversation, she laid out a bold proposal: A U.S. Treasury GOLD-convertible bond: Issued July 4th, 2026 Maturing July 4th, 2076 A 50-year signal to the world that America is willing to anchor its debt to something real. Think about what that would mean for demand for U.S. debt.
Gold Telegraph ⚡893,205 görüntüleme • 3 ay önce
GOLD TELEGRAPH CONVERSATION 14: MATTHEW PIEPENBURG “Gold is becoming a de facto reserve currency for a reason.” Join me for a conversation with Matthew Piepenburg. In this discussion, Matthew explains why decades of debt and monetary policy are reaching a critical point, how global tensions tie back to the financial system, and why trust is beginning to erode. Thank you for joining me again, Matthew. TIMESTAMPS: (00:29) — Is your original debt/debasement thesis now fully playing out? (07:06) — What are people still getting dangerously wrong about the current macro environment? (12:10) — Is the Middle East conflict really about geopolitics… or deeper monetary stress? (17:58) — How intact is the petrodollar system, and where are the cracks forming? (32:00) — Japan, bond markets, and the risk of a broader liquidity crisis (40:07) — Are we reliving the 1970s or is this something far more extreme? (43:36) — How much of today traces back to the 1971 break from gold? (48:59) — Did the system evolve… or did we normalize something fundamentally unstable? (55:04) — Do monetary system resets happen gradually… or all at once? (59:12) — Is trust the real breaking point and where are we seeing it first? (1:03:21) — Are central banks solving problems… or making them bigger? (1:08:52) — Has gold been actively suppressed and what happens if that changes? (1:13:43) — Is globalization being redesigned… or deliberately unwound? (1:17:25) — Gold repatriation: what does it reveal about global trust? (1:19:38) — Eastern gold strategy: China, Russia, and the buildout of a parallel system (1:24:42) — Does China hold more gold than officially reported? (1:28:08) — If a reset is coming… how should people actually prepare?
Gold Telegraph ⚡282,089 görüntüleme • 1 ay önce
Incredible and rarely discussed. Paul Volcker... the man at the center of the 1971 collapse of Bretton Woods, told Judy Shelton he never intended for the gold link to disappear permanently. “We thought we might move gold to $38 or maybe $40… then reinstate the system.” That changes how you view modern monetary history. The temporary emergency became the permanent global monetary order. Watch the full video:
Gold Telegraph ⚡71,700 görüntüleme • 15 gün önce
GOLD TELEGRAPH CONVERSATION 12: SEAN BOYD “World economies and financial systems aren’t on a solid footing… smart money understands that and has moved more smartly towards gold.” Join me for a timely conversation with the former CEO and current Chair of Agnico Eagle Mines, one of the world’s leading gold producers, as we explore why gold is breaking out across currencies, why critical minerals are now strategic, and why Canada’s mining moment has arrived. Sean has spent decades building one of the highest-quality businesses in global mining, grounded in discipline, jurisdictional strength, and a deep belief that optionality becomes strategic in supply-constrained times. In this discussion, Sean explains why gold has evolved from a trading instrument into a must-have investment vehicle, why the real bottleneck in critical minerals is processing capacity, and why Canada needs coordination, speed, and conviction to compete. Thank you for joining me again, Sean. I hope you all enjoy. TIMESTAMPS: (0:56) – Gold as a signal of structural change: what is the market finally pricing in? (3:01) – Physical vs paper: is participation changing how gold is priced? (5:01) – East vs West gold accumulation and a shifting monetary order (6:47) – Gold as a sovereign asset: planning for a structural bull market (9:57) – Beyond gold: which critical minerals can Canada lead in? (12:58) – How real is the looming copper supply deficit? (15:03) – Stockpiling, export controls, and the rise of resource nationalism (16:56) – Is Canada doing enough to turn geology into supply? (20:23) – Why a jurisdiction-first strategy built a world-class miner (24:03) – Consolidation in Canadian mining (26:25) – Optionality becomes strategic in a supply-constrained world (28:43) – Agnico’s long-term vision for Nunavut (32:28) – Mining, macro, and Arctic sovereignty (36:17) – Sovereign debt, inflation, and gold’s long-term signal (39:50) – Central banks, QE, and the flight to real assets (43:29) – Interest rate volatility and the new reality of mine financing (50:31) – What macro indicator matters most right now? (52:41) – If Canada fixed one thing to accelerate mining, what would it be? (55:42) – Permitting: protecting communities while enabling projects (59:50) – The global race for critical minerals and Canada’s window (1:03:32) – Does Canada need a national mining strategy? (1:06:59) – A million dollars in gold: The Canada-wide treasure hunt (1:10:32) – Leadership lessons for the next generation of miners
Gold Telegraph ⚡827,997 görüntüleme • 5 ay önce
The last time gold reserves in the United States were meaningfully audited? 1953. Judy Shelton says an audit today would be: “Both symbolic… and necessary.” Why? Because trust is breaking. • Americans questioning if the gold is even there • No clarity on whether it’s been encumbered • Zero transparency in a system built on confidence She fully supports Elon Musk proposed live video walk-through of Fort Knox. Judy Shelton You can watch the full film, here:
Gold Telegraph ⚡170,328 görüntüleme • 1 ay önce
GOLD TELEGRAPH CONVERSATION #6: SEAN BOYD “We could see gold at $5,000. We could still have uncertainty and disorder, but the world wouldn't be ending.” Join me for an engaging conversation with the former CEO and current Chair of the Board of Agnico Eagle Mines—the world's third largest gold producer—as he shares his personal journey, insights into the mining industry, and his current outlook for gold. Sean was recently inducted into the Canadian Mining Hall of Fame, and his exceptional leadership at Agnico Eagle stands as a shining example of extraordinary success in the mining industry. Under Mr. Boyd's leadership, Agnico Eagle (Agnico Eagle Mines) evolved from a single-mine operation into one of Canada’s largest public corporations and among the world's most successful mining companies, boasting a current market capitalization of nearly $50 billion USD. During our discussion, Sean noted that the West significantly trails China in securing critical metals but that represents the opportunity. We explored a wide array of topics, including: • The early days of building Agnico Eagle • Advice for young professionals today • How he handled critics • The crucial role of mining in Canada's future • His perspective on the evolving gold market • The potential for a monetary reset • His recommendations for a future Canadian Prime Minister on mining • The importance of gold exploration Thank you for joining me Sean. I hope you all enjoy. TIMESTAMPS: (1:03) - What first sparked your passion for mining? (3:15) - The journey of taking Agnico from a $400M market cap to a $55B gold giant (5:16) - Balancing Agnico's long-term vision with growth pressures (7:42) - Essential early lessons for aspiring mining leaders (9:45) - Game-changing decisions and risks that shaped Agnico Eagle (13:12) - Expanding while preserving a strong company culture (15:20) - How did you and your team navigate criticism over the years? (21:07) - Canada's mining sector: critical to the nation's economic and strategic future (24:00) - Canadian critical minerals… poised for leadership or at risk of falling behind? (27:04) - What should policymakers understand about mining’s role in powering the green transition? (29:46) - Key recommendation for a future Prime Minister to secure Canadian mining's future (33:33) - Are we on the brink of a monetary shift that could elevate gold's role in the global economy? (37:44)- Early stages of a global monetary reset? (40:58) - When will the mainstream investor come into the gold market? (44:07) - How powerful could this gold cycle be? (48:22) - The importance of exploration in gold mining (53:11) - How will leadership in the industry need to evolve in the years ahead? (55:43) - What does success truly mean to you?
Gold Telegraph ⚡1,231,693 görüntüleme • 1 yıl önce
Last year, billionaire and legendary mining entrepreneur Pierre Lassonde told me: The Shanghai Gold Exchange is going to turn into a casino — and that’s when we’ll see the real crazy prices...” Fast forward to today: The People’s Bank of China is using the Shanghai Gold Exchange to court central banks from friendly nations, encouraging them to buy bullion and store it inside China’s borders. I’m looking forward to my next conversation with Pierre.
Gold Telegraph ⚡594,609 görüntüleme • 8 ay önce
GOLD TELEGRAPH CONVERSATION #11 JUDY SHELTON “The message of gold going up is that people are expressing discomfort with the way governments try to manage the economy and manage the world…” In this episode, Dr. Judy Shelton joins me once again to explain how restoring integrity to money through gold-linked bonds and honest monetary policy could reshape the global financial system and return power to the people. She also warns that the United States must move before China to lead the next era of monetary reform. I hope you enjoy this discussion, and thank you, Judy Shelton, for joining me.
Gold Telegraph ⚡433,394 görüntüleme • 8 ay önce
GOLD TELEGRAPH CONVERSATIONS #1: JUDY SHELTON “I want the United States to be the leader if there's any kind of gold backing to a currency.” - Judy Shelton Economic advisor to former President Donald Trump, Judy Shelton, joins me for a captivating conversation spanning a wide range of subjects. Judy Shelton is a Senior Fellow at the Independent Institute and author of the book Good as Gold: How to Unleash the Power of Sound Money. She is the former Chairman of the National Endowment for Democracy and former U.S. Director of the European Bank for Reconstruction and Development. She has testified before the U.S. Senate Banking, Senate Foreign Relations, House Banking, House Foreign Affairs, and Joint Economic Committee. In our conversation, we explore a series of compelling topics, highlighted by Judy’s riveting career stories, including her interactions with figures like Alan Greenspan, Paul Volcker, and other influential central bankers. One of the most powerful revelations she shared was Paul Volcker’s frank admission: he had always believed the United States would eventually return to the Bretton Woods system. For those unfamiliar, Volcker was referencing the pivotal moment known as the Nixon Shock in 1971, when President Nixon abruptly suspended the U.S. dollar's convertibility into gold, shattering the foundation of the Bretton Woods system. At that historic moment in history, Volcker served as the Under Secretary of the Treasury for International Monetary Affairs. This marked the transition to a pure fiat monetary system. We get into a wide-ranging conversation that covers many topics, which include: • The US Dollar • The U.S. National Debt as a Security Threat • Federal Reserve's Role in America's debt and Financial Instability • Historical Perspectives on Monetary Policy • Potential Return to a Gold-Backed System • Comparisons Between Soviet Central Planning and Current Economic Policies • BRICS Countries and Global Financial Shifts • Treasury Bond Backed by Gold and the Potential for Gold Backed Stablecoins + much more. I hope you all enjoy this conversation, and a big thank you to Judy Shelton for joining me for our first Gold Telegraph conversation. TIMESTAMPS: 0:49 - How much does the US dollar’s global dominance depend on the upcoming election? 2:08 – Is debt a threat to U.S. national security? 3:20 - How responsible is the Federal Reserve for America's current debt level? 7:54 - How has the Federal Reserve contributed to the financial instability we face today? 13:22 - How do you see today’s shifting global landscape, given your deep background in historical analysis? 19:46 - Are we on the verge of another major global monetary shift, and what might it look like? 29:13 - Was there a specific moment or event early in your career that sparked your interest in the study of gold? 34:09 - Memorable stories from your conversations with Alan Greenspan, Paul Volcker and Robert Mandel 39:22 - How do you define sound money? 46: 14 - How interconnected are sound money, economic opportunity, stability, and global peace, especially in today’s polarized world? 49:51 - Why do you think so many policymakers dismiss and mock gold, even as global demand is at records and central banks are stockpiling? 54:13 - How does the Fed's dual mandate open it to political vulnerabilities, and could a rules-based system address these issues? 59:37 - How does the Fed’s centralized control over interest rates affect what is supposed to be a market-based economy? 1:02:48 - Are central banks aggressive policies eroding or undermining capitalism and the concept of free markets? 1:06:23 - Are BRICS nations positioning gold to become a unit of account and medium of exchange, potentially bypassing the traditional financial system? 1:09:38 - Could imposing tariffs on countries that move away from the dollar actually help America maintain its financial muscle? 1:14:47 - What gives you hope for potential reforms that could create a monetary system supporting economic freedom and stability for everyone? 1:16:58 - Could we potentially see you in the next administration advocating for these policies?
Gold Telegraph ⚡915,695 görüntüleme • 1 yıl önce
GOLD TELEGRAPH CONVERSATION #7 MATTHEW PIEPENBURG “I'm confident that China has at least 10x more gold than the WGC says it does… I also think they have a lot more than the United States.” Matthew is a prominent voice in global finance. He began as a transactional attorney and launched his first hedge fund during the 1999–2001 NASDAQ bubble. He later managed alternative investments for high-net-worth families as General Counsel, CIO, and Managing Director of family offices. He is the author of the Amazon No#1 Release, Rigged to Fail, and is a graduate of Brown (BA), Harvard (MA) and the University of Michigan. Today, he is a partner at VON GREYERZ. In this fascinating conversation, we cover a wide range of topics, including the international monetary system, the trade war, liquidity risks, the sovereign debt crisis, BRICS, the gold market, and where it all may be heading. Matthew pointed out that the petrodollar has been a vital engine of U.S. dollar demand, but it’s clearly weakening. While still in place, it's being slowly eroded, with 20% of global oil now traded outside the dollar. He emphasized that this shift isn’t temporary, it’s part of a larger, irreversible change. The international monetary system is evolving, and we are living through a historic turning point in global finance. I hope you enjoy the conversation, feel free to share your thoughts in the comments. A big thank you to Matthew for joining me. TIMESTAMPS: 0:50 – What was the moment gold became more than just a trade? 8:19 - Was there a personal inflection point where the current system stopped making sense? 12:07 - With rising debt and monetary distortion, how does gold serve as an anchor in a system losing stability? 26:55 – Is gold a path back to discipline, or proof the system’s come undone? 33:09 – As U.S. Treasuries start acting like risk assets, could China and Japan be fueling the current volatility? 42:34 – When did you realize gold isn’t just an asset… but a threat to the central bank narrative? 47:47 – Is the suppression of gold’s narrative just as powerful as the suppression of its price? 52:32 – As gold rises and global trust fades, is it exposing the Fed as an unchecked fourth branch of government? 56:51 – If gold breaks the psychological ceiling central banks have tried to suppress, what does that mean for their credibility? 1:04:21 – What signals is the West missing as BRICS nations quietly build financial alternatives to the current system? 1:09:08 – What are Western policymakers missing about Project mBridge and the shift away from SWIFT? 1:13:47 – With 20% of oil already traded outside the dollar, why is there still so much denial… how could this reshape global demand for the U.S. dollar? 1:16:39 – Why has there been such persistent resistance to transparency around Fort Knox and the U.S. gold reserves? 1:21:19 – Do you think the public is about to witness an acceleration of the monetary and geopolitical breakdown we’ve been warning about? 1:25:24 – With gold gaining traction in Washington, could this administration use it to restore financial trust at home and abroad?
Gold Telegraph ⚡675,328 görüntüleme • 1 yıl önce
GOLD TELEGRAPH CONVERSATION #10 LUKE GROMEN "Gold has already defeated long-term Treasuries as the world's reserve asset. Gold won by knockout… throw in the towel, it's over." In this episode, Luke explains why central banks are stockpiling record amounts of gold, why secrecy itself has become part of the strategy, and how this points to a world preparing for profound change. This isn't a conversation about headlines, it's about the forces shaping the future of money. I hope you enjoy the discussion, and thank you, Luke Gromen, for joining me. TIMESTAMPS (0:24) Luke’s Journey into Macro (5:24) Disconnect Between Narratives and Reality (11:14) Why QE pushed him toward gold as a neutral reserve (15:50) Gold’s Unique Role (16:07) Central Banks and Sovereignty (17:57) Symbolism or Financial Defiance? (24:06) The Greenspan Moment — Printing as default avoidance (24:59) Why Gold Flows Are Obscured (29:45) Quiet Accumulation & Shift in Monetary Order — Why chips must be spread before a new system (34:12) Gold vs. the Dollar (38:51) Western Mockery of Gold (42:45) Could Gold Slip Into Trade Settlement? (45:40) Stablecoins and Gold (47:56) Fort Knox and the Vanishing Story — Why talk of audits disappeared (49:50) BRICS — Net settlement in gold (55:55) How revaluation could collateralize debt in a reset (59:51) Lessons From the Nixon Shock (1:03:05) Luke’s Personal Playbook — How he protects wealth in an uncertain world
Gold Telegraph ⚡459,181 görüntüleme • 9 ay önce
A U.S. TREASURY-ISSUED GOLD-BACKED STABLECOIN? ⚖️ Dr. Judy Shelton told me she envisions a “Solidus”. A modern digital currency partially backed by a gold-convertible Treasury. A nod to the ancient Roman coin that stood for strength and trust. This idea could fuse blockchain transparency with sound-money integrity. Imagine a U.S.-issued digital dollar tied to gold not by decree, but by convertibility restoring faith in money while harnessing technology to enable faster, borderless transactions. It’s a vision where the oldest store of value meets the newest form of exchange. Judy Shelton
Gold Telegraph ⚡383,946 görüntüleme • 7 ay önce
GOLD TELEGRAPH LIVE: PRECIOUS METALS SUMMIT FRANK GIUSTRA Just wrapped up a great conversation with Frank Giustra at the Precious Metals Summit. We delved deep, from gold and de-dollarization to critical minerals and the shifting global order. This was a timely keynote, considering the current global situation. Hope you enjoy it. TIMESTAMPS: (00:00) - How is tariffs reshaping global power and the financial system? (04:52) - Are we watching the slow death of globalization? (07:06) - With gold now surpassing Treasuries, do you see the dollar just sitting alongside other currencies? (10:37) - Do you ever see the U.S. adopting yield curve control like Japan? (11:40) - With project Mbridge and stablecoins, is de-dollarization speeding up? (14:08) - Do you ever see the U.S. revaluing gold to market? (15:33) - Could China tie the Shanghai Gold Exchange to stablecoins, redeemable in physical gold? (18:01) - Beyond gold, does the West grasp the urgency in this new critical minerals war? (20:16) - Africa holds 30% of critical minerals. How do you see its role in this race? (23:22) - What’s one belief about the future you hold that people aren’t ready to hear?
Gold Telegraph ⚡364,558 görüntüleme • 8 ay önce