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Edward Dowd thinks the AI bubble isn't about to burst. He thinks it already started, and most people are watching the wrong indicators. We recorded the evening NVIDIA reported earnings. He'd already moved on to what comes after. Ed ran money on Wall Street at BlackRock. His argument is...

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Michaël van de Poppe

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216,083 Aufrufe • vor 12 Tagen •via X (Twitter)

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INTERVIEW: Arthur Hayes - The AI Crash That Could Send bitcoin:native to $1M Arthur thinks the AI trade is sucking the oxygen out of crypto, and the real opportunity may come after the AI bubble cracks. Inside the episode: - AI CapEx mania - Why ethereum:native looks cheap - Oil as the macro bear case - “The Fed can’t print Moore’s Law” - How an AI credit event could send money back into crypto - Why Hyperliquid can challenge Binance - Why the inventor of perps says not to use leverage --- TIMESTAMPS 0:00 Why Arthur Sold HYPE, NEAR and ZEC 4:26 The AI Trade Starts to Look Crowded 6:25 How Arthur Is Positioned Now 7:15 Crypto’s Strange Market Dispersion 11:09 Oil, Iran and the Fake-Out Risk 14:16 Why the Iran Deal May Not Be Durable 17:29 Can AI Survive Higher Oil? 21:20 The AI Bubble Thesis 26:11 China’s Cheap AI Threat 30:38 The Credit Event Arthur Is Watching 35:51 The 2028 Perfect Storm 39:45 Why AI Is Draining Crypto’s Bull Market 44:28 Arthur on Inventing Perps 48:11 Why Perps Could Eat Wall Street 51:18 Socialized Loss Explained 53:21 Onshore vs Offshore Perps 55:50 Why Hyperliquid Can Flip Binance 56:30 The Perp Inventor Does Not Use Leverage

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RAY DALIO JUST SAID HE THINKS THE AI BUBBLE IS GOING TO POP On Bloomberg, he laid out exactly when, why, and how he sees it happening. He also compared the current market to two specific years: "We are right now rising closer to, not at, the same level in 2000 and the same level in 1929, a specific level where you say, oh no, here's the one that we really need to worry about." On all tech revolutions: "All great technology changes produce bubbles. And the reason they produce bubbles is because nobody can get it exactly right." On the mechanism that pops bubbles: "There's a bubble, and then there's the pricking of the bubble. The pricking of the bubble happens when there's a need for wealth to be sold to get the money." On the wealth gap that comes with it: "A very small percentage of the population is going to do unbelievably and a lot of people won't." On a political solution: "I'm not optimistic on us working together to solve." He says the technology is real. The prices and the debt are the problem.
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RAY DALIO JUST SAID HE THINKS THE AI BUBBLE IS GOING TO POP On Bloomberg, he laid out exactly when, why, and how he sees it happening. He also compared the current market to two specific years: "We are right now rising closer to, not at, the same level in 2000 and the same level in 1929, a specific level where you say, oh no, here's the one that we really need to worry about." On all tech revolutions: "All great technology changes produce bubbles. And the reason they produce bubbles is because nobody can get it exactly right." On the mechanism that pops bubbles: "There's a bubble, and then there's the pricking of the bubble. The pricking of the bubble happens when there's a need for wealth to be sold to get the money." On the wealth gap that comes with it: "A very small percentage of the population is going to do unbelievably and a lot of people won't." On a political solution: "I'm not optimistic on us working together to solve." He says the technology is real. The prices and the debt are the problem.

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DROPS 41: Derive.xyz - Why Options Will Beat Perps This Decade Nick Forster | Derive is co-founder and CEO of Derive, the largest on-chain options exchange. Today we get into what almost killed the company, why they rebranded overnight, and why he thinks options - not perps - are the real endgame for on-chain finance. We talk about: - The token playbook that killed 98% of crypto projects - The wedding in Portugal where the whole team almost walked away - Rebranding from Lyra to Derive in nine days - Why options will outgrow perps this decade - What blockchains are actually bad at - Why AI makes options the natural vehicle for agent finance And much more… Timestamps: 0:00 - Introduction 2:04 - The Mission Behind Derive 3:00 - What Does Derive Actually Do? 5:18 - Who Actually Uses Options? 7:03 - Nick's Journey Into Crypto 8:09 - The problem with crypto's last five years 11:17 - The token listing playbook 17:44 - Partnership: FortisX 18:10 - The $15M Market Cap Crisis 24:12 - Why Nick Stayed 26:01 - What finally changed 29:38 - Why Options Could Become Huge 32:52 - Options vs Perpetuals 34:37 - Making options accessible to retail 38:36 - Why Derive Rebranded 40:12 - From V1 to V3 46:03 - The Real Power of Programmable Finance 48:19 - What Blockchains are actually Bad at 49:59 - What's Derive bad at? 50:53 - The endgame for Derive 51:47 - What's Holding Derive Back? 52:50 - Why Crypto Builders Need to Stick Together 54:49 - Why Stay in Crypto in 2026? 56:57 - Conclusion

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Former BlackRock fund manager Ed Dowd on Larry Fink saying people's pensions will fund AI companies: "it's already happened" "The money's already been used. Your pension funds have already funded this" "Larry Fink is basically telling you what's already happened" "That's what private credit is. Private credit is opaque" "[But] private credit is shut down right now. BlackRock's private credit fund today, [and another] one... they're gating withdrawals" "that's why I'm so negative on the US Economy, because once credit turns, everything turns eventually, [and] eventually everything goes the wrong way" "That comes at the end of an economic boom. So we're already rolling over" "Equity people are always late to the party to figure this out. The fixed-income people are already pulling in their horns" "[But] the insurance companies have a lot of this dreck on their balance sheets. The pension funds own it through private credit funds and private equity" Shannon Joy Edward Dowd
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Former BlackRock fund manager Ed Dowd on Larry Fink saying people's pensions will fund AI companies: "it's already happened" "The money's already been used. Your pension funds have already funded this" "Larry Fink is basically telling you what's already happened" "That's what private credit is. Private credit is opaque" "[But] private credit is shut down right now. BlackRock's private credit fund today, [and another] one... they're gating withdrawals" "that's why I'm so negative on the US Economy, because once credit turns, everything turns eventually, [and] eventually everything goes the wrong way" "That comes at the end of an economic boom. So we're already rolling over" "Equity people are always late to the party to figure this out. The fixed-income people are already pulling in their horns" "[But] the insurance companies have a lot of this dreck on their balance sheets. The pension funds own it through private credit funds and private equity" Shannon Joy Edward Dowd

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67,948 Aufrufe • vor 3 Monaten

The biggest inflection point in markets this year is NOT the SpaceX IPO Arthur Hayes believes Trump will pop the AI bubble to win the midterm elections "He can't fix inflation, he can't end the war... the only option he has left is to flip on the AI bros." He predicts H2 will be risk off across crypto and equities as Trump Watch the full interview now 00:00 Welcome Arthur Hayes + The HYPE Trade 02:00 Arthur’s Trading System and Narrative Shifts 04:15 Why HYPE Became Attractive Again 06:11 Why HYPE Stayed Strong vs Competitors 08:20 H2 Macro Outlook and the Iran/Oil Risk 11:21 Why Higher Energy Prices Threaten the AI Story 14:13 Why Arthur Dumped Risk Assets 15:48 Balancing Macro Signals with Momentum 17:20 Liquidity, Treasury Issuance, and the AI Bubble 18:21 Has Crypto Delivered on Its Original Promise? 20:21 Bitcoin to $1M and the Money Printing Thesis 21:34 Bitcoin vs Gold and Long-Term Store of Value 22:34 Can You Still “Make It” in Crypto? 24:52 Trading vs HODLing: What Actually Works Now 25:49 Lifestyle, Money, and What Actually Buys Happiness 27:48 Arthur’s Big Contrarian Prediction on AI 30:17 Trump, Politics, and the Power Game 32:21 Attention, Entertainment, and Financial Commentary 34:31 Why Being Entertaining Matters More Than Being Right 36:20 Arthur’s Bitcoin Bottom Prediction 36:58 House Music, Ibiza Picks, and Final Thoughts
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The biggest inflection point in markets this year is NOT the SpaceX IPO Arthur Hayes believes Trump will pop the AI bubble to win the midterm elections "He can't fix inflation, he can't end the war... the only option he has left is to flip on the AI bros." He predicts H2 will be risk off across crypto and equities as Trump Watch the full interview now 00:00 Welcome Arthur Hayes + The HYPE Trade 02:00 Arthur’s Trading System and Narrative Shifts 04:15 Why HYPE Became Attractive Again 06:11 Why HYPE Stayed Strong vs Competitors 08:20 H2 Macro Outlook and the Iran/Oil Risk 11:21 Why Higher Energy Prices Threaten the AI Story 14:13 Why Arthur Dumped Risk Assets 15:48 Balancing Macro Signals with Momentum 17:20 Liquidity, Treasury Issuance, and the AI Bubble 18:21 Has Crypto Delivered on Its Original Promise? 20:21 Bitcoin to $1M and the Money Printing Thesis 21:34 Bitcoin vs Gold and Long-Term Store of Value 22:34 Can You Still “Make It” in Crypto? 24:52 Trading vs HODLing: What Actually Works Now 25:49 Lifestyle, Money, and What Actually Buys Happiness 27:48 Arthur’s Big Contrarian Prediction on AI 30:17 Trump, Politics, and the Power Game 32:21 Attention, Entertainment, and Financial Commentary 34:31 Why Being Entertaining Matters More Than Being Right 36:20 Arthur’s Bitcoin Bottom Prediction 36:58 House Music, Ibiza Picks, and Final Thoughts

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AI has started building its own successors. It's happening right now. Humans still kick most of it off, but the models are already training the next models, and each version builds a better version faster than the last. We know what happens when something gets an advantage and the substrate is there... it proliferates incredibly fast. Soon it just runs the whole process itself. People are still debating whether AI takes your job. That's not the question. You can't compete with this intelligence at all. Next to it the human is negative value, the slowest one in the room. And this is the slowest it will ever move again. It's about to run on its own, faster than we can conceive of, and nobody's prepared for that. Wonderful conversation as ever with Emad.

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1:06:33

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Mario Nawfal

1,155,568 Aufrufe • vor 7 Monaten

Pull up your 401(k). If it’s in an S&P 500 fund, almost half of it is now riding on one bet: that AI pays off before the bill comes due. Edward Dowd says it won’t. The economist and former Wall Street fund manager lays out the math. 45% of the index is AI or AI-adjacent. The whole thing is built on borrowed money. And the people who manage your retirement already wired your savings in, without asking you. From the outside it looks fine. Market’s up. Headlines say the economy’s healthy. Meanwhile, the people who read credit markets for a living are quietly moving to cash. So what happens to your account when the bet everyone’s leaning on turns out to be the bubble? 🧵
2:38

Pull up your 401(k). If it’s in an S&P 500 fund, almost half of it is now riding on one bet: that AI pays off before the bill comes due. Edward Dowd says it won’t. The economist and former Wall Street fund manager lays out the math. 45% of the index is AI or AI-adjacent. The whole thing is built on borrowed money. And the people who manage your retirement already wired your savings in, without asking you. From the outside it looks fine. Market’s up. Headlines say the economy’s healthy. Meanwhile, the people who read credit markets for a living are quietly moving to cash. So what happens to your account when the bet everyone’s leaning on turns out to be the bubble? 🧵

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90,578 Aufrufe • vor 2 Monaten

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Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up

Milk Road Crypto

225,182 Aufrufe • vor 7 Monaten

"Because AI took all the money." I sat down with Arthur Hayes (Arthur Hayes), co-founder of BitMEX and one of the most-read macro voices in crypto, and asked him the thing everyone's actually thinking: the ETFs launched, the institutions arrived, the infrastructure got built so why is crypto going nowhere? His answer wasn't a price target. It was a plumbing problem. "There's no cash to go to crypto. AI sucked it all up and it'll keep sucking it up until the bubble bursts." He's not trying to fight that. He told me he's "more concerned with capital preservation than capital accumulation" right now, sitting liquid while everyone else forces trades into a market with no fuel. What he's waiting for is one thing. He calls it "the big print." What stuck with me: he's not watching the candles, he's watching the printer. The money didn't disappear, it got reallocated. His entire edge is refusing to chase the cycle and staying liquid for the one moment that resets it. Most people are trying to win every month. He's trying to be ready for the print that defines a decade. Full conversation on New Era Finance Podcast. Are you positioned for where the money goes next, or where it just was?
3:26

"Because AI took all the money." I sat down with Arthur Hayes (Arthur Hayes), co-founder of BitMEX and one of the most-read macro voices in crypto, and asked him the thing everyone's actually thinking: the ETFs launched, the institutions arrived, the infrastructure got built so why is crypto going nowhere? His answer wasn't a price target. It was a plumbing problem. "There's no cash to go to crypto. AI sucked it all up and it'll keep sucking it up until the bubble bursts." He's not trying to fight that. He told me he's "more concerned with capital preservation than capital accumulation" right now, sitting liquid while everyone else forces trades into a market with no fuel. What he's waiting for is one thing. He calls it "the big print." What stuck with me: he's not watching the candles, he's watching the printer. The money didn't disappear, it got reallocated. His entire edge is refusing to chase the cycle and staying liquid for the one moment that resets it. Most people are trying to win every month. He's trying to be ready for the print that defines a decade. Full conversation on New Era Finance Podcast. Are you positioned for where the money goes next, or where it just was?

Michaël van de Poppe

40,113 Aufrufe • vor 2 Monaten

THIS BUBBLE IS WORSE THAN 2000 If you have money in the stock market, read this carefully. The market is climbing while liquidity gets pulled out underneath it. Now look at valuations. Shiller CAPE: 42.05. The only time it was higher was 1999, right before the dot-com crash. Buffett Indicator: 229.9%. In 2000, it was 146%. That means today’s market is 1.6x higher than the dot-com peak by that metric. Buffett is sitting on $325B in cash and selling stocks. He is not guessing. He is reading the same math. Now concentration. Top 10 stocks control 41% of the S&P 500. They generate only 32% of profits. In 2000, top concentration was 23%. This is not a diversified index anymore. It is a crowded bet on a handful of companies, and most of them are tied to the same AI story. Now add leverage. Margin debt hit $1.28T. That is 4.1% of GDP. In 2000, it was 2.7%. Investors are borrowing more to buy stocks than they did at the dot-com peak. And the reversal may have already started. Margin debt peaked in January 2026 and dropped 4.5% in two months. The S&P dropped 5.9% in the same window. Last time margin debt rolled before the market? 2000. 2007. Every time, the market followed. Now look at AI. In 2000, telecom companies spent billions building fiber for “the internet future.” Capex hit 4.5% of GDP. Today, hyperscalers are spending on data centers for “the AI future.” Tech capex is 4.4% of GDP. Almost the same number. Back then, Lucent and Nortel helped finance customers who bought their equipment. Today, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. In 2000, the bubble was internet infrastructure. In 2026, it is AI infrastructure. The companies are bigger now. The spending is bigger. The index concentration is worse. The leverage is higher. And the market is priced like the returns are already guaranteed. That is the danger. If one major earnings report shows AI spending is not paying off, the repricing starts. And with 41% of the index sitting in the same trade, there is nowhere clean to hide. That’s why I’m watching this situation very closely right now. When the next move becomes clear, I’ll post it here first. Follow and turn notifications on.
0:38

THIS BUBBLE IS WORSE THAN 2000 If you have money in the stock market, read this carefully. The market is climbing while liquidity gets pulled out underneath it. Now look at valuations. Shiller CAPE: 42.05. The only time it was higher was 1999, right before the dot-com crash. Buffett Indicator: 229.9%. In 2000, it was 146%. That means today’s market is 1.6x higher than the dot-com peak by that metric. Buffett is sitting on $325B in cash and selling stocks. He is not guessing. He is reading the same math. Now concentration. Top 10 stocks control 41% of the S&P 500. They generate only 32% of profits. In 2000, top concentration was 23%. This is not a diversified index anymore. It is a crowded bet on a handful of companies, and most of them are tied to the same AI story. Now add leverage. Margin debt hit $1.28T. That is 4.1% of GDP. In 2000, it was 2.7%. Investors are borrowing more to buy stocks than they did at the dot-com peak. And the reversal may have already started. Margin debt peaked in January 2026 and dropped 4.5% in two months. The S&P dropped 5.9% in the same window. Last time margin debt rolled before the market? 2000. 2007. Every time, the market followed. Now look at AI. In 2000, telecom companies spent billions building fiber for “the internet future.” Capex hit 4.5% of GDP. Today, hyperscalers are spending on data centers for “the AI future.” Tech capex is 4.4% of GDP. Almost the same number. Back then, Lucent and Nortel helped finance customers who bought their equipment. Today, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. In 2000, the bubble was internet infrastructure. In 2026, it is AI infrastructure. The companies are bigger now. The spending is bigger. The index concentration is worse. The leverage is higher. And the market is priced like the returns are already guaranteed. That is the danger. If one major earnings report shows AI spending is not paying off, the repricing starts. And with 41% of the index sitting in the same trade, there is nowhere clean to hide. That’s why I’m watching this situation very closely right now. When the next move becomes clear, I’ll post it here first. Follow and turn notifications on.

Nonzee

83,631 Aufrufe • vor 4 Monaten

Former Fidelity fund manager George Noble says the AI bubble is 17x bigger than dot-com - and the fallout will be "much worse" "Show me the money. Where's the ROI? I don't see it - and I don't see it coming." Peter Lynch's former analyst lived through the dot-com crash. Here's why he says this one is far more dangerous: > Show Me the Money (01:11): - He's not anti-AI - he's anti-price Every bubble starts with "a kernel of truth," then the price detaches. His one question no one can answer: where is the ROI? > The 17x Bubble (02:20): - He cites economist Julian Garrett's calculation that this malinvestment is 17 times the size of dot-com - and the sums are "so much larger relative to the real economy" > SpaceX at 120x Revenue (03:14): - On the SpaceX IPO: "buying companies at over 10x revenues usually ends very badly." This one priced at ~120x. He'd sell it "right away" > The Lockup Trap (03:53): - The danger even if nothing changes: SpaceX floats just 5% now, unlocking to 100% by December. When insiders who got in at 1/10th the price "hit the bid," it drops > The Biggest Misallocation in History (06:26): - His verdict on Tesla: "probably the biggest misallocation of capital at scale in the history of stock markets - perhaps only surpassed by SpaceX" > Where He'd Hide Instead (08:27): - His rotation out of AI: energy ("sleepwalking into the biggest energy dislocation in history") and gold miners - one name at "7x earnings, not cash flow" Bookmark & Watch Now ↓
11:06

Former Fidelity fund manager George Noble says the AI bubble is 17x bigger than dot-com - and the fallout will be "much worse" "Show me the money. Where's the ROI? I don't see it - and I don't see it coming." Peter Lynch's former analyst lived through the dot-com crash. Here's why he says this one is far more dangerous: > Show Me the Money (01:11): - He's not anti-AI - he's anti-price Every bubble starts with "a kernel of truth," then the price detaches. His one question no one can answer: where is the ROI? > The 17x Bubble (02:20): - He cites economist Julian Garrett's calculation that this malinvestment is 17 times the size of dot-com - and the sums are "so much larger relative to the real economy" > SpaceX at 120x Revenue (03:14): - On the SpaceX IPO: "buying companies at over 10x revenues usually ends very badly." This one priced at ~120x. He'd sell it "right away" > The Lockup Trap (03:53): - The danger even if nothing changes: SpaceX floats just 5% now, unlocking to 100% by December. When insiders who got in at 1/10th the price "hit the bid," it drops > The Biggest Misallocation in History (06:26): - His verdict on Tesla: "probably the biggest misallocation of capital at scale in the history of stock markets - perhaps only surpassed by SpaceX" > Where He'd Hide Instead (08:27): - His rotation out of AI: energy ("sleepwalking into the biggest energy dislocation in history") and gold miners - one name at "7x earnings, not cash flow" Bookmark & Watch Now ↓

Henrikh

288,661 Aufrufe • vor 2 Monaten

“We have an AI bubble.” Edward Dowd just revealed an uncomfortable truth about AI data center spending. GDP growth for Q4 2025 came in at 0.7%. But … “If you back out the data center AI GDP number, about 1.5%, which doesn’t really add to the labor force, we were negative GDP.” AI capital expenditure has been “driving a lot of the GDP, and especially Nvidia.” But Dowd warns that that’s about to change. “AI CapEx is gonna be rolling over very soon.” “We just made the power complex that much more expensive.” “We don’t have enough electricity and water to fund all this CapEx for AI.” “It’s already starting to show signs of cracking because the debt markets are questioning the ROI on the whole complex.” “There’s not enough revenue to support this CapEx spend.” Edward Dowd Jeffrey A Tucker
1:46

“We have an AI bubble.” Edward Dowd just revealed an uncomfortable truth about AI data center spending. GDP growth for Q4 2025 came in at 0.7%. But … “If you back out the data center AI GDP number, about 1.5%, which doesn’t really add to the labor force, we were negative GDP.” AI capital expenditure has been “driving a lot of the GDP, and especially Nvidia.” But Dowd warns that that’s about to change. “AI CapEx is gonna be rolling over very soon.” “We just made the power complex that much more expensive.” “We don’t have enough electricity and water to fund all this CapEx for AI.” “It’s already starting to show signs of cracking because the debt markets are questioning the ROI on the whole complex.” “There’s not enough revenue to support this CapEx spend.” Edward Dowd Jeffrey A Tucker

Brownstone Institute

23,331 Aufrufe • vor 2 Monaten

🚨🇨🇳 INTERVIEW: THE NEXT WORLD WAR IS BEING FOUGHT WITH GOLD Central banks are buying gold at record speed. China is trading oil in yuan. And the U.S. dollar’s grip on the world is starting to slip. Luke Gromen breaks down how the balance of power is shifting from paper to metal. * How China and Russia are using gold to undermine the dollar * Why America’s debt addiction is forcing the world to look for a plan B * How the yuan-gold trade network could upend global finance * Why Europe’s energy policies are pushing it toward decline * And what happens when the U.S. and China lock into economic warfare that no one can win Gromen says this is not just about money or markets. It is about control, and the side that owns the gold writes the rules. 03:08 – Central Banks Are Buying Gold Fast, but why now? 06:09 – Why gold is the “anti-dollar” and how it protects wealth 09:15 – Lessons from the 1970s: What China learned from U.S. gold mistakes 13:19 – The dollar vs. the yuan: The real global currency war 16:00 – Gold rising as the new global reserve 20:36 – Is the U.S. secretly importing massive amounts of gold? 23:55 – What happens if the dollar loses its throne? 30:36 – Why this could trigger the biggest boom since WW2 36:04 – China’s economy: crisis or calm? 43:56 – Why decoupling means more inflation, not less 49:01 – The rare earths trap: how China cornered the U.S. 55:09 – How China quietly captured corporate America 59:05 – Can a multipolar world actually work? 01:00:15 – Is Europe committing economic suicide? 01:05:14 – Closing thoughts: Can rational leadership return?
1:05:42

🚨🇨🇳 INTERVIEW: THE NEXT WORLD WAR IS BEING FOUGHT WITH GOLD Central banks are buying gold at record speed. China is trading oil in yuan. And the U.S. dollar’s grip on the world is starting to slip. Luke Gromen breaks down how the balance of power is shifting from paper to metal. * How China and Russia are using gold to undermine the dollar * Why America’s debt addiction is forcing the world to look for a plan B * How the yuan-gold trade network could upend global finance * Why Europe’s energy policies are pushing it toward decline * And what happens when the U.S. and China lock into economic warfare that no one can win Gromen says this is not just about money or markets. It is about control, and the side that owns the gold writes the rules. 03:08 – Central Banks Are Buying Gold Fast, but why now? 06:09 – Why gold is the “anti-dollar” and how it protects wealth 09:15 – Lessons from the 1970s: What China learned from U.S. gold mistakes 13:19 – The dollar vs. the yuan: The real global currency war 16:00 – Gold rising as the new global reserve 20:36 – Is the U.S. secretly importing massive amounts of gold? 23:55 – What happens if the dollar loses its throne? 30:36 – Why this could trigger the biggest boom since WW2 36:04 – China’s economy: crisis or calm? 43:56 – Why decoupling means more inflation, not less 49:01 – The rare earths trap: how China cornered the U.S. 55:09 – How China quietly captured corporate America 59:05 – Can a multipolar world actually work? 01:00:15 – Is Europe committing economic suicide? 01:05:14 – Closing thoughts: Can rational leadership return?

Mario Nawfal

2,567,630 Aufrufe • vor 10 Monaten