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GOLD TELEGRAPH CONVERSATION 16: FRANK GIUSTRA "This is not a normal bull market. We are going through a structural change in the global monetary system." In this discussion, Frank breaks down why he believes we are witnessing the biggest structural shift in the global monetary system in generations, why central banks continue accumulating gold, how de-dollarization is reshaping global finance, and why he believes the coming decade will belong to hard assets. Frank Giustra is the Founder and Chairman of Fiore Group and one of the mining industry's most successful entrepreneurs and investors. Thank you for joining me, Frank. Frank Giustra TIMESTAMPS: (00:00) – On Argentina, Hyperinflation & Lessons That Changed His Life (08:24) – Why 1971 Changed the World Forever (15:21) – The Biggest Consequences of Leaving the Gold Standard (22:02) – Are Central Banks Solving Problems or Just Delaying the Inevitable? (25:47) – Why Central Banks Are Buying Gold at Record Levels (29:02) – Does China Secretly Own More Gold Than the United States? (29:47) – Will We Ever See a Fort Knox Audit? (33:35) – China, De-Dollarization & The New Global Order (37:16) – The Petrodollar System Explained (41:28) – BRICS, Gold & The Future of Global Trade (46:32) – Why Gold Still Matters More Than Ever (49:49) – The Rise of Hard Assets (53:31) – Why This Commodity Cycle Is Different (55:14) – Bullish Copper Thesis (01:00:54) – Are We Entering a Copper Supercycle? (01:01:42) – Greatest Achievement (01:04:52) – What Most Investors Still Don't Understand
Gold Telegraph ⚡782,802 次观看 • 3 个月前
Tomorrow is America's 250th Birthday. 🇺🇸 The next 250 years may be shaped by how it chooses to rebuild trust in money. "I think it would be very interesting to launch stablecoins that were backed, let's say you had one exclusively backed by gold convertible treasuries..." - Judy Shelton Watch the full film here:
Gold Telegraph ⚡425,868 次观看 • 2 个月前
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 ⚡598,574 次观看 • 5 个月前
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 ⚡282,217 次观看 • 5 个月前
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 ⚡594,674 次观看 • 1 年前
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 次观看 • 1 年前
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 ⚡676,017 次观看 • 1 年前
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 次观看 • 11 个月前
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 ⚡170,902 次观看 • 5 个月前
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 ⚡364,726 次观看 • 1 年前
GOLD TELEGRAPH CONVERSATIONS #2: BILLIONAIRE PIERRE LASSONDE. "The gold price will ultimately be decided not in the United States, but in the East." - Pierre Lassonde Mining legend and tycoon Pierre Lassonde joins me for a compelling conversation, sharing insights and incredible career stories. Pierre Lassonde is a businessman, mining tycoon, and philanthropist. In 1982, he co-founded Franco-Nevada, revolutionizing the mining industry with the royalty and streaming business model. Under his leadership, Franco-Nevada became the world’s leading gold-focused royalty company. Today the company has a market cap of nearly $25 billion in US dollars. In 1998, Pierre Lassonde was inducted into the Canadian Mining Hall of Fame, and in 2002, he was honored as a Member of the Order of Canada. Beyond his business achievements, he is a dedicated philanthropist. In our conversation, we dive into riveting stories from the early days of Franco-Nevada, where Pierre and his partner Seymour Schulich took bold, game-changing risks. One unforgettable tale is their first royalty purchase—a daring $2 million deal that emptied their treasury but turned into a legendary success, generating over $1 billion and unearthing a staggering 50 million ounces of gold. It’s a true testament to visionary thinking and the rewards of fearless decision-making. Other topics we cover include: • Geopolitics • Resource Nationalism • Trade Wars & Tariffs • The Outlook for Gold Over the Next Four Years • BRICS • The East’s Rising Influence on Gold Pricing • Canadian Pension Funds • Empires ...and much more! TIMESTAMPS: 0:38 - When did Pierre develop his interest in mining? 3:58 - What did Pierre learn from his first two mining investments—one a 10x success and the other a total loss 5:49 - The early days of building Franco-Nevada 16:23 - The global race for critical metals and the rising risk of resource nationalism 20:18 - Natural resource self-sufficiency 23:04 - The impact of BRICS on gold demand and pricing 25:16 - His outlook on gold over the next four years, considering potential trade wars and tariffs. 27:09 - Digital currencies and gold 28:35 - The influence of the Shanghai Gold Exchange and the East on the global gold market 33:11 - United States debt and fiscal position 35:17 - Central banks shifting from treasuries to gold 37:32 - The failure of Canadian pension funds in supporting the country’s mining industry 41:21 - What Canadians can do to address this issue and its potential impact on the country if resolved 44:51 - The iconic Lassonde Curve: Adjustments for today’s challenging market conditions and key takeaways for investors. 52:27 - The future of copper 54:50 - Companies Pierre is focused on 59:03 - What excites Pierre the most about the future?
Gold Telegraph ⚡557,587 次观看 • 1 年前
GOLD TELEGRAPH CONVERSATION #9 CHRIS LEAVY "If you landed here from Mars and were told the reserve currency comes from a country with 125% debt-to-GDP, 6% deficits as far as the eye can see, sanctions countries, threatens tariffs, and represents just 4% of humanity — you'd ask: why is that the reserve currency?" Chris Leavy is a seasoned voice in global finance. He began his career in traditional asset management and rapidly rose to oversee billion-dollar mandates at firms like OppenheimerFunds, Morgan Stanley, and BlackRock. Having served as a senior executive inside some of Wall Street’s most powerful institutions, Chris brings a rare insider’s perspective on how capital, power, and policy intersect. In this wide-ranging conversation, we explore the future of the U.S. dollar, the return of gold as a strategic asset, central bank behavior, debt reflexivity, de-dollarization, and the geopolitical significance of mining and supply chains in a multipolar world. Chris makes a compelling case that dollar hegemony is no longer a feature of strength, but inertia. He explains why central banks are quietly preparing for a tokenized, post-dollar system — with gold increasingly at the center. He also shares personal turning points, including why 2022 marked a shift in his worldview, how mining is becoming a geopolitical lever, and why quantitative easing may not be “free” the next time around. Thank you to Chris for joining me on this episode. I hope you enjoy. TIMESTAMPS: (00:45) : Early career in asset management — lessons on conviction, patience, and managing long-term investment theses. (04:33) : Strategy vs. timing — Why strategy usually wins, except when leverage is involved. (08:15) : Inside Wall Street — lessons on agendas, incentives, and how power revolves around talent and money. (11:26) : Turning to gold — Chris explains what led him to shift focus from Wall Street to gold and mining, a sector often ignored by traditional finance. (16:19) : Evolving gold views — Since 2022, rising deficits, de-dollarization, and central bank actions reinforcing gold’s strategic role. (18:32) : Gold as a strategic asset — In 2022, Chris recognized gold as the true alternative to the dollar, validated by central bank buying. (19:44) : Strategic blind spot — Wall Street isn’t ignoring gold deliberately, but their models can’t account for a world beyond dollar dominance. (24:00) : Mining and geopolitics —How control over critical minerals and supply chains is becoming a key source of geopolitical leverage. (26:14) : Gold and sovereignty — In a shifting world order, owning gold remains essential to making the rules and reducing reliance on the dollar. (29:09) : The dollar’s status is no longer about strength, but habit, and its erosion is already underway. (31:31) : Trust in the dollar —The comparison of U.S. dollar reliance to a supply chain vulnerability the Global South is actively working to reduce. (35:13) : Yield curve control —A future where Fed intervention as likely, with quantitative easing used to manage rising long-term rates. (36:48) : Threat to dollar hegemony — De-dollarization is already underway gradually and could accelerate, especially if bond markets react sharply. (39:52) : The Fed’s role — The Fed has long been politicized and has drifted from its mission of preserving the dollar’s value. (41:31) : U.S. fiscal crisis — Low odds of a bipartisan solution, citing political gridlock, rising interest costs, and entitlement pressures. (44:47) : The new system —a multipolar world with faster, tokenized transactions and gold playing a key role through digital convertibility. (47:03) : Preparing for a reset (49:27) : Central bank gold buying — There’s still plenty of runway, as gold remains a small share of reserves and many countries are just getting started. (51:49) : Tokenization benefits (54:41) : Price discovery today — Chris says price signals still exist, but interventions like QE have distorted markets—especially in bonds. (56:31) : When intervention replaces trust — Chris warns that excessive market control leads to negative feedback loops, and QE may undermine the dollar if confidence breaks. (1:00:07) : Reasons for hope
Gold Telegraph ⚡229,338 次观看 • 1 年前
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 ⚡73,332 次观看 • 4 个月前
