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🇺🇸 Peter Schiff: The dollar’s reserve status is already eroding. George Gammon makes an important distinction: the dollar can lose ground as a central-bank reserve asset without immediately losing its dominance in global trade and finance. Peter Schiff believes both will eventually weaken, but the reserve shift is already... underway. “𝘠𝘰𝘶’𝘳𝘦 𝘨𝘰𝘪𝘯𝘨 𝘵𝘰 𝘴𝘦𝘦 𝘢 𝘤𝘩𝘢𝘯𝘨𝘦 𝘪𝘯 𝘵𝘩𝘦 𝘤𝘰𝘮𝘱𝘰𝘴𝘪𝘵𝘪𝘰𝘯... 𝘢𝘸𝘢𝘺 𝘧𝘳𝘰𝘮 𝘜.𝘚. 𝘥𝘰𝘭𝘭𝘢𝘳𝘴 𝘢𝘴 𝘢 𝘱𝘳𝘪𝘮𝘢𝘳𝘺 𝘳𝘦𝘴𝘦𝘳𝘷𝘦 𝘢𝘴𝘴𝘦𝘵 𝘰𝘧 𝘤𝘦𝘯𝘵𝘳𝘢𝘭 𝘣𝘢𝘯𝘬𝘴 𝘪𝘯 𝘧𝘢𝘷𝘰𝘳 𝘰𝘧 𝘨𝘰𝘭𝘥.” His argument is straightforward: persistent US deficits, inflation risk and deteriorating Treasury creditworthiness make gold increasingly attractive to central banks. De-dollarization doesn’t require the world to stop using dollars. It can begin simply by deciding to save in something else. George Gammon, Peter Schiffshow more

Mario Nawfal

3,896,495 subscribers

42,676 Aufrufe • vor 3 Tagen •via X (Twitter)

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9 Kommentare

Profilbild von ouma Cosmas

ouma Cosmasvor 3 Tagen

I used to overlook separating a weak idea from a poorly executed idea. It is part of my routine now.

Profilbild von 4DThinks

4DThinksvor 3 Tagen

After 10 years no one will ask for dollar 💰

Profilbild von Peace Maker

Peace Makervor 3 Tagen

The important distinction is that de-dollarization doesn’t necessarily mean the dollar suddenly stops being the world’s dominant currency. Central banks can gradually reduce their dollar holdings and increase gold or other assets while the dollar remains deeply embedded in global trade and finance. The real question is whether this becomes a slow diversification trend—or eventually develops into a much broader shift away from the dollar. 🇺🇸💵🪙

Profilbild von Voidseeker

Voidseekervor 3 Tagen

💵 The dollar’s dominance isn’t disappearing overnight—but diversification is real. Central banks are increasing their exposure to gold and other currencies, while the dollar still accounts for more than half of global FX reserves. De-dollarization is a process, not an event.

Profilbild von Naija2capeblog

Naija2capeblogvor 3 Tagen

The distinction between “central banks saving in gold” and “the world still having to use dollars” is the part that actually lands. You can dislike the store of value and still be stuck in the network because the loans are already out there.

Profilbild von Web3Nurse

Web3Nursevor 3 Tagen

yeah gammon's distinction is key. reserve vs trade dominance are two different things, you can see central banks stacking gold while the dollar still runs global trade. slow erosion, not overnight collapse

Profilbild von Dimas Syarifudin

Dimas Syarifudinvor 3 Tagen

A habit that stayed with me: tracking the same setup across different sessions.

Profilbild von Bill

Billvor 3 Tagen

Did he try and sell Gold at the end?

Profilbild von Jeff Goldblum

Jeff Goldblumvor 3 Tagen

The dollar doesn’t have to collapse overnight to lose ground. If central banks keep diversifying into gold and other assets, that shift could gradually weaken dollar dominance.

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🇺🇸 Can the U.S. dollar actually hyperinflate? Peter Schiff and George Gammon agree America has a serious monetary problem. They disagree sharply on how it ends. Gammon argues the dollar is fundamentally different from currencies that collapsed in Argentina or Weimar Germany because much of the global dollar supply is created through debt. “𝘛𝘩𝘦 𝘴𝘶𝘱𝘱𝘭𝘺 𝘰𝘧 𝘥𝘰𝘭𝘭𝘢𝘳𝘴 𝘤𝘰𝘯𝘵𝘳𝘢𝘤𝘵𝘴 𝘢𝘯𝘥 𝘦𝘹𝘱𝘢𝘯𝘥𝘴 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘥𝘦𝘮𝘢𝘯𝘥 𝘧𝘰𝘳 𝘵𝘩𝘰𝘴𝘦 𝘥𝘰𝘭𝘭𝘢𝘳𝘴.” Schiff sees the opposite danger: foreigners lose confidence, dump U.S. assets and send dollars flooding back into an economy running enormous deficits and struggling to produce enough goods. Same dollar system. Two very different failure modes. Gammon sees contraction as the brake. Schiff sees returning dollars as the accelerant. George Gammon , Peter Schiff

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🇺🇸 What actually controls the dollar? Peter Schiff points to the 1970s: the dollar remained the global reserve currency while collapsing against gold and losing heavily against currencies like the Deutsche Mark and yen. George Gammon agrees on what happened, but not why. His argument is that the global dollar system is much bigger than Washington or even the Federal Reserve, with commercial banks creating dollars through credit around the world. “𝘛𝘩𝘦 𝘍𝘦𝘥... 𝘥𝘰𝘦𝘴𝘯’𝘵 𝘮𝘢𝘵𝘵𝘦𝘳 𝘵𝘩𝘢𝘵 𝘮𝘶𝘤𝘩.” That’s the fascinating disagreement underneath the debate. Schiff focuses on Washington debasing the dollar. Gammon thinks we may be dramatically overestimating how much of the dollar Washington actually controls. George Gammon, Peter Schiff

🇺🇸 What actually controls the dollar? Peter Schiff points to the 1970s: the dollar remained the global reserve currency while collapsing against gold and losing heavily against currencies like the Deutsche Mark and yen. George Gammon agrees on what happened, but not why. His argument is that the global dollar system is much bigger than Washington or even the Federal Reserve, with commercial banks creating dollars through credit around the world. “𝘛𝘩𝘦 𝘍𝘦𝘥... 𝘥𝘰𝘦𝘴𝘯’𝘵 𝘮𝘢𝘵𝘵𝘦𝘳 𝘵𝘩𝘢𝘵 𝘮𝘶𝘤𝘩.” That’s the fascinating disagreement underneath the debate. Schiff focuses on Washington debasing the dollar. Gammon thinks we may be dramatically overestimating how much of the dollar Washington actually controls. George Gammon, Peter Schiff

Mario Nawfal

27,281 Aufrufe • vor 3 Tagen

🇺🇸 The U.S is destroying the dollar, but the terrifying part is the world may have to keep using it anyway. That was the most important insight from my debate with Peter Schiff and George Gammon. Peter's argument is familiar, but powerful: America is running massive deficits. Interest costs are exploding, central banks are buying more gold, and the more Washington weaponizes the dollar through sanctions, the more incentive the rest of the world has to find an alternative. Eventually, Peter believes the dollar's loss of purchasing power accelerates so violently that confidence breaks, and its reserve status goes with it. George's response is much more counterintuitive. The dollar isn't just a currency; it's a global network of debt. Trillions upon trillions of dollars are lent into existence around the world, and every dollar-denominated loan creates something extremely important: Future demand for dollars, because eventually that debt has to be serviced or repaid. So here's the paradox. The dollar can fall against gold, it can lose purchasing power, it can even become a terrible long-term store of value. And yet global corporations, banks and financial institutions will still keep using it because the network around it remains deeper, more liquid and more useful than anything else available. George Gammon, Peter Schiff

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PETER SCHIFF: GOLD, SILVER AND THE MINING STOCKS WILL GO MUCH HIGHER🚀 In his latest interview, renowned economist Peter Schiff shared his assessment of gold, silver and mining stocks. THE BIGGER PICTURE: DOLLAR CRISIS DRIVING IT ALL ✅ Gold at $5,100+ and silver exploding signal the end of dollar dominance. ⚡ Central banks dumping dollars, Trump policies accelerating the shift—everything points higher. 💥 "This is not the end of this thing. We're going a lot higher." WHY PHYSICAL SILVER IS GETTING HARDER TO FIND ✅ Demand is surging from investors and industry 📉 Supply can't keep up—mint production lags, and wholesalers are struggling. ❓ Schiff's key advice: Buy now while you can. Waiting for a dip risks being locked out entirely. SILVER MINERS: MASSIVELY UNDERPRICED ✅ Miners' profits explode with silver at these levels—margins go from slim to massive. 📈 Stocks lag the metal, but Schiff says they're "cheaper now than before" the rally. 🚀 "The silver stocks are priced for maybe $50 silver at most." THE BOTTOM LINE Peter Schiff makes it crystal clear: Silver's volatility is just the market discovering its true value in a collapsing dollar world—don't chase the price, secure the physical metal before it's gone for good. HT: YouTube CapitalCosm CapitalCosm Peter Schiff Current personal portfolio (DYODD)👉 #SilverSqueeze #PeterSchiff #GoldAndSilver #DollarCrisis #PreciousMetals #InvestSmart

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Peter Schiff: It's now IMPOSSIBLE for the U.S to solve its debt crisis!! America is sitting on nearly $40 trillion in debt, interest payments are exploding, deficits keep getting bigger, and nobody in Washington is even pretending to have a serious plan anymore. And Schiff's explanation for why is brutal: The solution is more catastrophic than the crisis. Cut spending enough to stop the debt spiral, and you crash the economy. Raise taxes enough to stabilize the balance sheet, and you trigger a political revolt. Allow interest rates to rise to where they should be, and the entire system starts falling apart. So instead, America keeps choosing inflation, more debt, and more delay. What shocked me was when I asked what happens if interest rates eventually reflect the actual risk of lending money to a government drowning in debt: his answer was that the whole thing implodes. While everyone is distracted by wars, tariffs, AI, crypto, elections, and the latest political drama, he thinks the biggest story in the world is quietly ticking away in the background. America's creditors are losing faith, central banks are buying gold, the debt keeps compounding, and one day the people financing this system will decide they've had enough. Peter Schiff

Mario Nawfal

313,473 Aufrufe • vor 2 Monaten

AFRICA'S GOLD BANK JUST WENT LIVE: THE DOLLAR IS BEING CUT OUT Africa just made a quiet but seismic move. Central banks are building their own gold bank and a continent-wide payment system that deliberately bypasses the US dollar while opening a direct gold corridor straight to China. The masses still have no idea this is happening. THE AFRICAN AWAKENING ➡️ On July 20 the central banks of Egypt and Eswatini sat down to advance both PAPSS and a pan-African gold bank. ➡️ The driving force is identical to China’s: escape dollar dependence before the next sanctions hammer falls. ➡️ Russia’s frozen reserves and the deliberate dollar squeeze on Iran taught them the lesson. They are acting on it. THE PAPSS BREAKTHROUGH ➡️ Afreximbank’s Pan-African Payment and Settlement System already links banks in 28 countries. ➡️ The Central Bank of the Central African States just joined, bringing the six CFA-franc nations with it. ➡️ Transactions now clear in roughly seven seconds. Western dollar banks lose real-time visibility. ➡️ Daily settlement still runs through Afreximbank in dollars. That is exactly where gold can replace the dollar as the final settlement asset. THE GOLD BANK PLAN ➡️ On 29 December Afreximbank and the Egyptian central bank formally decided to create a pan-African gold bank. ➡️ Goal: strengthen central-bank reserves, build African refineries and trading hubs, and keep physical gold on the continent. ➡️ A gold refinery is scheduled to open in an Egyptian free-trade zone by year-end. McKinsey is writing the feasibility study right now. THE CHINA CONNECTION ➡️ China’s CIPS system has already signed partnerships with Afreximbank and other regional banks to create offshore yuan centers. ➡️ Hong Kong’s Christopher Hui is personally building gold corridors with Ghana and Laos. ➡️ A joint venture between the Hong Kong Gold Exchange and Alibaba’s AGTech is preparing a digital platform so gold can serve as collateral and tokenized payment. ➡️ The design is clear: African gold stays in African vaults under Chinese-linked oversight while settlement shifts into yuan. THE RESERVE REALITY ➡️ China imported 196 tonnes net in May and 180 tonnes in June. ➡️ Official PBOC purchases were only 10 and 15 tonnes. Analysts at Goldman Sachs estimate the real May figure closer to 50 tonnes. ➡️ Physical gold is being pulled into a new system that the West still pretends does not exist. THE BOTTOM LINE Africa is no longer waiting for permission. It is building the rails, the vaults and the corridors that let physical gold settle trade outside the dollar. The quiet reconstruction of the monetary order is already underway. The window to understand it is still open. Most people will notice only after the door has closed. HT: Rohstoff Investor #AfricaGold #PAPSS #GoldCorridor #DeDollarization #ChinaAfrica #GoldBank #PhysicalGold

AFRICA'S GOLD BANK JUST WENT LIVE: THE DOLLAR IS BEING CUT OUT Africa just made a quiet but seismic move. Central banks are building their own gold bank and a continent-wide payment system that deliberately bypasses the US dollar while opening a direct gold corridor straight to China. The masses still have no idea this is happening. THE AFRICAN AWAKENING ➡️ On July 20 the central banks of Egypt and Eswatini sat down to advance both PAPSS and a pan-African gold bank. ➡️ The driving force is identical to China’s: escape dollar dependence before the next sanctions hammer falls. ➡️ Russia’s frozen reserves and the deliberate dollar squeeze on Iran taught them the lesson. They are acting on it. THE PAPSS BREAKTHROUGH ➡️ Afreximbank’s Pan-African Payment and Settlement System already links banks in 28 countries. ➡️ The Central Bank of the Central African States just joined, bringing the six CFA-franc nations with it. ➡️ Transactions now clear in roughly seven seconds. Western dollar banks lose real-time visibility. ➡️ Daily settlement still runs through Afreximbank in dollars. That is exactly where gold can replace the dollar as the final settlement asset. THE GOLD BANK PLAN ➡️ On 29 December Afreximbank and the Egyptian central bank formally decided to create a pan-African gold bank. ➡️ Goal: strengthen central-bank reserves, build African refineries and trading hubs, and keep physical gold on the continent. ➡️ A gold refinery is scheduled to open in an Egyptian free-trade zone by year-end. McKinsey is writing the feasibility study right now. THE CHINA CONNECTION ➡️ China’s CIPS system has already signed partnerships with Afreximbank and other regional banks to create offshore yuan centers. ➡️ Hong Kong’s Christopher Hui is personally building gold corridors with Ghana and Laos. ➡️ A joint venture between the Hong Kong Gold Exchange and Alibaba’s AGTech is preparing a digital platform so gold can serve as collateral and tokenized payment. ➡️ The design is clear: African gold stays in African vaults under Chinese-linked oversight while settlement shifts into yuan. THE RESERVE REALITY ➡️ China imported 196 tonnes net in May and 180 tonnes in June. ➡️ Official PBOC purchases were only 10 and 15 tonnes. Analysts at Goldman Sachs estimate the real May figure closer to 50 tonnes. ➡️ Physical gold is being pulled into a new system that the West still pretends does not exist. THE BOTTOM LINE Africa is no longer waiting for permission. It is building the rails, the vaults and the corridors that let physical gold settle trade outside the dollar. The quiet reconstruction of the monetary order is already underway. The window to understand it is still open. Most people will notice only after the door has closed. HT: Rohstoff Investor #AfricaGold #PAPSS #GoldCorridor #DeDollarization #ChinaAfrica #GoldBank #PhysicalGold

Mark

129,255 Aufrufe • vor 1 Monat

The Structural Case For Continued Dollar Strength $DXYZ In this Short video, Brent Johnson Santiago Capital and I break down the structural forces supporting continued #USdollar dominance, from global trade and debt markets to reserve holdings and crisis-driven demand. Despite years of predictions about the dollar’s demise, the global financial system remains deeply dependent on it. The key reason is that the #dollar is far more than a currency—it is the backbone of global trade, credit, funding markets, and financial infrastructure. The dollar market outside the United States is actually much larger than the one inside it. Trillions of dollars of debt are owed by foreign governments, corporations, and banks. Much of that borrowing occurs between non-U.S. entities, yet it is still denominated in dollars. That means the rest of the world owes enormous amounts in a currency it cannot create or control. Roughly 58% of allocated global foreign exchange reserves are held in dollars, compared with about 20% in euros. Around half of global trade is invoiced in dollars, including transactions where the United States is not involved. The eurodollar system, the Treasury market, the SWIFT network, and the global banking infrastructure all reinforce the dollar’s dominant position. Many investors point to central banks increasing their #gold $GLD holdings as evidence that the dollar is losing relevance. Gold has indeed become a larger share of reserves, but part of that shift reflects higher gold prices and lower Treasury prices as #interestrates have risen. Foreign ownership of U.S. #Treasuries remains near all-time highs, suggesting the world has not abandoned dollar assets. The most overlooked point is what happens during a crisis. Countries may hold gold as a neutral reserve asset, but when they need liquidity, they often sell gold to obtain dollars. During periods of stress (like the Iran war), demand for dollars frequently rises because global trade, debt servicing, and commodity purchases still rely on them. So, de-dollarization may be happening at the margins, but replacing the dollar is far more difficult than many assume. The structural foundations supporting dollar demand remain firmly in place, and in moments of uncertainty, the world still turns to dollars first. Check out our comprehensive "15 Trading Rules" guide ▶️ This guide includes practical rules for managing positions, taking profits, controlling risk, and avoiding the emotional mistakes that often hurt returns during major market corrections. If you like this video, please ❤️like and 🔁retweet 📺Full episode: Catch me daily on The Real Investment Show:

The Structural Case For Continued Dollar Strength $DXYZ In this Short video, Brent Johnson Santiago Capital and I break down the structural forces supporting continued #USdollar dominance, from global trade and debt markets to reserve holdings and crisis-driven demand. Despite years of predictions about the dollar’s demise, the global financial system remains deeply dependent on it. The key reason is that the #dollar is far more than a currency—it is the backbone of global trade, credit, funding markets, and financial infrastructure. The dollar market outside the United States is actually much larger than the one inside it. Trillions of dollars of debt are owed by foreign governments, corporations, and banks. Much of that borrowing occurs between non-U.S. entities, yet it is still denominated in dollars. That means the rest of the world owes enormous amounts in a currency it cannot create or control. Roughly 58% of allocated global foreign exchange reserves are held in dollars, compared with about 20% in euros. Around half of global trade is invoiced in dollars, including transactions where the United States is not involved. The eurodollar system, the Treasury market, the SWIFT network, and the global banking infrastructure all reinforce the dollar’s dominant position. Many investors point to central banks increasing their #gold $GLD holdings as evidence that the dollar is losing relevance. Gold has indeed become a larger share of reserves, but part of that shift reflects higher gold prices and lower Treasury prices as #interestrates have risen. Foreign ownership of U.S. #Treasuries remains near all-time highs, suggesting the world has not abandoned dollar assets. The most overlooked point is what happens during a crisis. Countries may hold gold as a neutral reserve asset, but when they need liquidity, they often sell gold to obtain dollars. During periods of stress (like the Iran war), demand for dollars frequently rises because global trade, debt servicing, and commodity purchases still rely on them. So, de-dollarization may be happening at the margins, but replacing the dollar is far more difficult than many assume. The structural foundations supporting dollar demand remain firmly in place, and in moments of uncertainty, the world still turns to dollars first. Check out our comprehensive "15 Trading Rules" guide ▶️ This guide includes practical rules for managing positions, taking profits, controlling risk, and avoiding the emotional mistakes that often hurt returns during major market corrections. If you like this video, please ❤️like and 🔁retweet 📺Full episode: Catch me daily on The Real Investment Show:

Lance Roberts

13,688 Aufrufe • vor 3 Monaten

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 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 Aufrufe • vor 1 Jahr

🇺🇲 Is the dollar's dominance a technological edge, or just a habit the world hasn't broken yet? That's the split between George Gammon and Philip Pilkington, debating whether the dollar survives as reserve currency. Gammon's case: forget central bank balance sheets. Look at what the world actually transacts in. Nearly 90% of global FX trades still touch dollars, and that's rising, not falling, even after 2022's asset freezes. His analogy: the dollar isn't a currency, it's a financial system, swaps, corporate paper markets, hedging tools, the smartphone next to everyone else's flip phone. Even hostile governments' companies default to dollars because the alternative infrastructure doesn't exist yet. Pilkington's counter: none of that is permanent, it's a residual. Sterling looked exactly this dominant in 1931, 63% of world reserves, and collapsed to a minority currency within sixteen years. What actually drives usage, he argues, is interest rate spread: cheap dollar borrowing built the network effect, and that engine just switched off. 10-year Treasuries at 4.75% against China's 1.67% means the arbitrage that made dollar debt attractive now runs backward. And JPMorgan and Deutsche Bank issuing panda bonds is the first crack. The disagreement sharpens over what's replacing Treasuries on America's balance sheet. Pilkington's flag: for the first time in the dollar era, the U.S. is settling its trade deficit by exporting equities instead of debt. A structural shift he says has never existed before, and one that turns any AI-bubble correction into a currency event, not just a stock one. Neither budges on the endgame. Gammon: multilateral fragmentation is a productivity downgrade the world won't accept, the same way nobody reverts to a thousand competing languages. Pilkington: the alternative isn't fragmentation, it's a 2-to-4-year window where trust breaks the way it broke for Britain. Fast, and mostly after the fact. So, is the dollar's edge structural, or just the last currency standing before the next transition? George Gammon Philip Pilkington

🇺🇲 Is the dollar's dominance a technological edge, or just a habit the world hasn't broken yet? That's the split between George Gammon and Philip Pilkington, debating whether the dollar survives as reserve currency. Gammon's case: forget central bank balance sheets. Look at what the world actually transacts in. Nearly 90% of global FX trades still touch dollars, and that's rising, not falling, even after 2022's asset freezes. His analogy: the dollar isn't a currency, it's a financial system, swaps, corporate paper markets, hedging tools, the smartphone next to everyone else's flip phone. Even hostile governments' companies default to dollars because the alternative infrastructure doesn't exist yet. Pilkington's counter: none of that is permanent, it's a residual. Sterling looked exactly this dominant in 1931, 63% of world reserves, and collapsed to a minority currency within sixteen years. What actually drives usage, he argues, is interest rate spread: cheap dollar borrowing built the network effect, and that engine just switched off. 10-year Treasuries at 4.75% against China's 1.67% means the arbitrage that made dollar debt attractive now runs backward. And JPMorgan and Deutsche Bank issuing panda bonds is the first crack. The disagreement sharpens over what's replacing Treasuries on America's balance sheet. Pilkington's flag: for the first time in the dollar era, the U.S. is settling its trade deficit by exporting equities instead of debt. A structural shift he says has never existed before, and one that turns any AI-bubble correction into a currency event, not just a stock one. Neither budges on the endgame. Gammon: multilateral fragmentation is a productivity downgrade the world won't accept, the same way nobody reverts to a thousand competing languages. Pilkington: the alternative isn't fragmentation, it's a 2-to-4-year window where trust breaks the way it broke for Britain. Fast, and mostly after the fact. So, is the dollar's edge structural, or just the last currency standing before the next transition? George Gammon Philip Pilkington

Mario Nawfal

361,911 Aufrufe • vor 27 Tagen

Keep your hands off our gold “In the rush to hoard stuff for a rainy day, there’s been scant discussion about the future of our existing mineral stockpile; the 80 tonnes of gold the Reserve Bank of Australia has sitting in vaults. The rapid surge in gold prices means the value of the RBA’s gold has doubled in Australian dollar terms over the past two years and more than tripled over the past seven years. Which makes it a great time to sell those 80 tonnes of gold for just over $18 billion of cash. The analogy extends to physical capital; what’s the point of having a gold stockpile if you never sell it?” ••••••••••••••• The AFR (no doubt acting as a proxy for Treasury) is arguing that Australia should sell its gold. This is a very dangerous thing to do. Some time in the future the U.S. dollar will stop being the world’s reserve currency and there will be reset of the monetary system. It’s highly likely that when this happens the new currency will be backed by gold. Those countries with the largest gold reserves will in the strongest financial position after reset. Gold is an appreciating asset, unlike bonds which depreciate due to inflation. That’s why central banks manipulate the gold price by artificially shorting it via paper contracts on the Comex to prevent individuals from accumulating it. Let’s not forget the U.S. outlawed the possession of gold in 1932 to prop up the paper markets. Articles like this remind us that the world’s financial system is on very shaky ground. Western government debt levels are unsustainable and the bond markets are on very shaky ground. Gold has always been insurance against reckless government spending/borrowing. Rather than sell our gold, the Australian government should be accumulating it. Any attempt by central banks to take our gold needs to be stopped stone cold dead. That includes bringing our gold back home, away from the clutches of the Bank of England.

Keep your hands off our gold “In the rush to hoard stuff for a rainy day, there’s been scant discussion about the future of our existing mineral stockpile; the 80 tonnes of gold the Reserve Bank of Australia has sitting in vaults. The rapid surge in gold prices means the value of the RBA’s gold has doubled in Australian dollar terms over the past two years and more than tripled over the past seven years. Which makes it a great time to sell those 80 tonnes of gold for just over $18 billion of cash. The analogy extends to physical capital; what’s the point of having a gold stockpile if you never sell it?” ••••••••••••••• The AFR (no doubt acting as a proxy for Treasury) is arguing that Australia should sell its gold. This is a very dangerous thing to do. Some time in the future the U.S. dollar will stop being the world’s reserve currency and there will be reset of the monetary system. It’s highly likely that when this happens the new currency will be backed by gold. Those countries with the largest gold reserves will in the strongest financial position after reset. Gold is an appreciating asset, unlike bonds which depreciate due to inflation. That’s why central banks manipulate the gold price by artificially shorting it via paper contracts on the Comex to prevent individuals from accumulating it. Let’s not forget the U.S. outlawed the possession of gold in 1932 to prop up the paper markets. Articles like this remind us that the world’s financial system is on very shaky ground. Western government debt levels are unsustainable and the bond markets are on very shaky ground. Gold has always been insurance against reckless government spending/borrowing. Rather than sell our gold, the Australian government should be accumulating it. Any attempt by central banks to take our gold needs to be stopped stone cold dead. That includes bringing our gold back home, away from the clutches of the Bank of England.

Gerard Rennick

23,880 Aufrufe • vor 3 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?

🚨🇨🇳 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

Luke Gromen: 💀The Dollar's Funeral & Gold's Coronation 👑 – why the US can no longer prevent it. Luke Gromen explains how China has checkmated the US with gold and rare earths. 🇨🇳 China's Game-Changing Move (The "Rare Earth" Checkmate): ✅ China just banned the sale of rare earth metals for U.S. weapon systems. ✅ Why it matters: Rare earths are essential for advanced missiles, drones, and jets. ✅ The U.S. defense industrial base cannot function without them. ✅ China did this to protect itself against US intervention while establishing an alternative to the US monetary system. 📈 A NEW Global Monetary Order ✅ Gold has now overtaken U.S. Treasuries as the #1 reserve asset in global central bank holdings. ✅ This is a historic, structural shift. It is not a temporary trade. ✅ "There is nothing more inflationary than an insolvent government printing money to pretend its debt is valuable." 🚨 WHY Gold & The Dollar Are Rising TOGETHER: ➡️ This is the key signal of a dying reserve currency. ➡️ Countries are desperately buying dollars to pay debts (squeezing the dollar up). ➡️ At the same time, they are fleeing into gold as the ultimate safe haven. ✅ This paradox is the smoking gun. The system is breaking. 🎯 What This Means For You: The old rules are dead. The world is desperately searching for a new, neutral foundation for value. That foundation is gold.

Luke Gromen: 💀The Dollar's Funeral & Gold's Coronation 👑 – why the US can no longer prevent it. Luke Gromen explains how China has checkmated the US with gold and rare earths. 🇨🇳 China's Game-Changing Move (The "Rare Earth" Checkmate): ✅ China just banned the sale of rare earth metals for U.S. weapon systems. ✅ Why it matters: Rare earths are essential for advanced missiles, drones, and jets. ✅ The U.S. defense industrial base cannot function without them. ✅ China did this to protect itself against US intervention while establishing an alternative to the US monetary system. 📈 A NEW Global Monetary Order ✅ Gold has now overtaken U.S. Treasuries as the #1 reserve asset in global central bank holdings. ✅ This is a historic, structural shift. It is not a temporary trade. ✅ "There is nothing more inflationary than an insolvent government printing money to pretend its debt is valuable." 🚨 WHY Gold & The Dollar Are Rising TOGETHER: ➡️ This is the key signal of a dying reserve currency. ➡️ Countries are desperately buying dollars to pay debts (squeezing the dollar up). ➡️ At the same time, they are fleeing into gold as the ultimate safe haven. ✅ This paradox is the smoking gun. The system is breaking. 🎯 What This Means For You: The old rules are dead. The world is desperately searching for a new, neutral foundation for value. That foundation is gold.

Mark

70,823 Aufrufe • vor 11 Monaten

🚨 PUTIN JUST SOUNDED THE ULTIMATE ALARM: THE DOLLAR’S DAYS AS WORLD RESERVE CURRENCY ARE NUMBERED In a bombshell statement, Vladimir Putin declared the Western financial system is now “out of date” and that the dollar will no longer remain the global reserve currency. This comes after JD Vance, Jamie Dimon, Ray Dalio and Warren Buffett sounded the same alarm. At the same time, BRICS has moved forward with a blockchain-based payments and settlement system fully backed by gold, a direct alternative to SWIFT designed for cross-border trade outside the traditional dollar rails. Russia has already signed its own version of a Clarity Act into law, creating full regulatory framework for digital assets and crypto settlements in foreign trade. Russian Foreign Minister Sergey Lavrov clarified: “We were never against the dollar. But SWIFT was weaponized against us.” He warned that even many U.S. allies who felt the pressure of the dollar system are now ready and actively preparing for alternatives. If the dollar loses its reserve status or even if the U.S. treasury demand weakens, the consequences would be catastrophic. The treasuries are already reaching the 5% yield mark. This was even warned by the famous City Of London banker Lord Belgrave at the start of the year. This proves that the institutions have been preparing for it, but not the retail. This isn’t theory anymore. The shift is accelerating in real time.

🚨 PUTIN JUST SOUNDED THE ULTIMATE ALARM: THE DOLLAR’S DAYS AS WORLD RESERVE CURRENCY ARE NUMBERED In a bombshell statement, Vladimir Putin declared the Western financial system is now “out of date” and that the dollar will no longer remain the global reserve currency. This comes after JD Vance, Jamie Dimon, Ray Dalio and Warren Buffett sounded the same alarm. At the same time, BRICS has moved forward with a blockchain-based payments and settlement system fully backed by gold, a direct alternative to SWIFT designed for cross-border trade outside the traditional dollar rails. Russia has already signed its own version of a Clarity Act into law, creating full regulatory framework for digital assets and crypto settlements in foreign trade. Russian Foreign Minister Sergey Lavrov clarified: “We were never against the dollar. But SWIFT was weaponized against us.” He warned that even many U.S. allies who felt the pressure of the dollar system are now ready and actively preparing for alternatives. If the dollar loses its reserve status or even if the U.S. treasury demand weakens, the consequences would be catastrophic. The treasuries are already reaching the 5% yield mark. This was even warned by the famous City Of London banker Lord Belgrave at the start of the year. This proves that the institutions have been preparing for it, but not the retail. This isn’t theory anymore. The shift is accelerating in real time.

Stern Drew

136,670 Aufrufe • vor 27 Tagen

🚨 Historic: China Internationalizes the Gold-Backed Yuan and Payment System for the First Time Ever For the first time, the People’s Bank of China has explicitly made expanding the RMB’s global role a core priority: More use in trade and investment, stronger offshore markets, better cross-border payment systems, and solidifying Hong Kong as a key hub with physical gold vaults, clearing, and trading infrastructure. State institutions are also heavily bullish on gold. At the same time, JPMorgan CEO Jamie Dimon just warned that if the U.S. is no longer the world’s strongest economy and military in 25 years, the dollar will lose its reserve-currency status. History shows reserve status follows the dominant power. Dimon’s point is straightforward: keep the edge or lose the privilege. China is moving on multiple fronts to challenge that dominance: • Building gold-linked infrastructure and credibility for the yuan (vaults, trading, physical delivery options) so the currency feels more “hard-asset backed” to the rest of the world. • Expanding CIPS and pushing the new BRICS payment system (BRICS Pay / Bridge) as a real alternative to SWIFT, allowing countries to settle trade in local currencies without going through the dollar system. And don’t forget the real-world leverage: China still dominates the rare-earth supply chain (roughly 70% of mining, over 90% of processing, and the vast majority of permanent magnets). These materials are essential for EVs, wind turbines, defense systems, electronics, and more. That gives Beijing serious bargaining power in any shift away from dollar-centric trade. None of this means the dollar collapses tomorrow. It still settles the bulk of global trade and holds the majority of reserves. But the direction of travel is clear: China is systematically building the plumbing (gold, payments, commodities control) for a multipolar currency world, while the U.S. is being told by one of its own top bankers that the clock is running if it loses its edge. Soon as China banned retail paper gold market, Chinese investors turned to tokenized gold on blockchains. The game is long. The pieces are moving.

🚨 Historic: China Internationalizes the Gold-Backed Yuan and Payment System for the First Time Ever For the first time, the People’s Bank of China has explicitly made expanding the RMB’s global role a core priority: More use in trade and investment, stronger offshore markets, better cross-border payment systems, and solidifying Hong Kong as a key hub with physical gold vaults, clearing, and trading infrastructure. State institutions are also heavily bullish on gold. At the same time, JPMorgan CEO Jamie Dimon just warned that if the U.S. is no longer the world’s strongest economy and military in 25 years, the dollar will lose its reserve-currency status. History shows reserve status follows the dominant power. Dimon’s point is straightforward: keep the edge or lose the privilege. China is moving on multiple fronts to challenge that dominance: • Building gold-linked infrastructure and credibility for the yuan (vaults, trading, physical delivery options) so the currency feels more “hard-asset backed” to the rest of the world. • Expanding CIPS and pushing the new BRICS payment system (BRICS Pay / Bridge) as a real alternative to SWIFT, allowing countries to settle trade in local currencies without going through the dollar system. And don’t forget the real-world leverage: China still dominates the rare-earth supply chain (roughly 70% of mining, over 90% of processing, and the vast majority of permanent magnets). These materials are essential for EVs, wind turbines, defense systems, electronics, and more. That gives Beijing serious bargaining power in any shift away from dollar-centric trade. None of this means the dollar collapses tomorrow. It still settles the bulk of global trade and holds the majority of reserves. But the direction of travel is clear: China is systematically building the plumbing (gold, payments, commodities control) for a multipolar currency world, while the U.S. is being told by one of its own top bankers that the clock is running if it loses its edge. Soon as China banned retail paper gold market, Chinese investors turned to tokenized gold on blockchains. The game is long. The pieces are moving.

Stern Drew

250,429 Aufrufe • vor 1 Monat

🚨NEW: Adam Curry nicely breaks down how Stablecoins work, Tether, and the likely future of the US Digital Dollar system. (Worth a watch if you don't know about this subject) "A stablecoin is a digital dollar thats pegged to the dollar so it's always a dollar. It's already being used all over the internet and the world. The only reason it's worth a dollar is because the stablecoin company that creates it has debt and paper to back it up. They buy America's debt, they buy treasury bonds or T-bills that pay a dividend that gives interest, and for each dollar they've bought in treasury they can create stablecoins. If you look at the company Tether they've bought more of the US debt than most countries. They have $160B worth of US debt. For each of those dollars they have a stablecoin. There's like 50 people in the company. They have $160B at 4% interest annually, they're making BANK just for holding this debt. I think that President Trump is very smart in seeing that we can flood the world with our stablecoin and we get a 2-for-1. We create a dollar of debt and we create another dollar that can be used all over the world as a reserve currency and that should result in some new monetary system that we need to come up with to have our dollar valued properly but also still remain the reserve currency and remain a strong export country. We don't make anything that we sell abroad, we can't all serve each other burgers and fries -- we have to build something. All of that went overseas. There's something big coming, and it has to happen. Trump is a meta guy. He's going to re-finance the country. It'll be digital and he Bitcoiners don't like this because they want Bitcoin to be the one currency that everyone uses but its now more like a digital gold that's much easier to move around. It's useful but it isn't money or currency the way it was originally intended -- but it is still very important and will be part of the US' strategic reserve. It looks to me like Stablecoins and Tether in particular will be the future of the US dollar payments. A lot of people on the right are afraid of being controlled on a grid because you can stop stablecoins -- but it seems there's no way of getting around some form of a digital dollar. I still like Bitcoin as a backup to protect from that control." Great breakdown Adam Curry - curryirc.com

🚨NEW: Adam Curry nicely breaks down how Stablecoins work, Tether, and the likely future of the US Digital Dollar system. (Worth a watch if you don't know about this subject) "A stablecoin is a digital dollar thats pegged to the dollar so it's always a dollar. It's already being used all over the internet and the world. The only reason it's worth a dollar is because the stablecoin company that creates it has debt and paper to back it up. They buy America's debt, they buy treasury bonds or T-bills that pay a dividend that gives interest, and for each dollar they've bought in treasury they can create stablecoins. If you look at the company Tether they've bought more of the US debt than most countries. They have $160B worth of US debt. For each of those dollars they have a stablecoin. There's like 50 people in the company. They have $160B at 4% interest annually, they're making BANK just for holding this debt. I think that President Trump is very smart in seeing that we can flood the world with our stablecoin and we get a 2-for-1. We create a dollar of debt and we create another dollar that can be used all over the world as a reserve currency and that should result in some new monetary system that we need to come up with to have our dollar valued properly but also still remain the reserve currency and remain a strong export country. We don't make anything that we sell abroad, we can't all serve each other burgers and fries -- we have to build something. All of that went overseas. There's something big coming, and it has to happen. Trump is a meta guy. He's going to re-finance the country. It'll be digital and he Bitcoiners don't like this because they want Bitcoin to be the one currency that everyone uses but its now more like a digital gold that's much easier to move around. It's useful but it isn't money or currency the way it was originally intended -- but it is still very important and will be part of the US' strategic reserve. It looks to me like Stablecoins and Tether in particular will be the future of the US dollar payments. A lot of people on the right are afraid of being controlled on a grid because you can stop stablecoins -- but it seems there's no way of getting around some form of a digital dollar. I still like Bitcoin as a backup to protect from that control." Great breakdown Adam Curry - curryirc.com

Autism Capital 🧩

365,662 Aufrufe • vor 1 Jahr

🚨 EXCLUSIVE: ANDY SCHECTMAN WARNS OF A MAJOR SHIFT IN THE GLOBAL FINANCIAL SYSTEM I sat down with Andy Schectman of Miles Franklin for a wide-ranging discussion about what is happening beneath the surface of the global financial system. And his warning is stark. The yen carry trade is beginning to unravel after almost 30 years of cheap Japanese money flowing into assets around the world. Andy warns that a disorderly unwind could force enormous amounts of capital out of US assets and potentially trigger a much wider debt crisis. At the same time, something much bigger is happening. BRICS is quietly constructing a parallel financial architecture. New payment systems. Local-currency settlement. Commodity exchanges. Gold vaulting infrastructure. Andy makes an important distinction: this isn't necessarily about the dollar suddenly disappearing as the world's reserve currency. It's about gradually reducing the amount of global trade that needs the dollar in the first place. Meanwhile, central banks are accumulating gold at extraordinary levels. Why? Because unlike fiat currency: Gold cannot be printed. Andy has been buying gold and silver every two weeks for 36 years, and his message couldn't be clearer: “I don't tell any of you to buy it to become wealthy. It is wealth.” And his final warning should make people pay attention. Governments are carrying enormous debts. Those debts increasingly have to be refinanced at higher interest rates. The bond markets are noticing. Currency markets are noticing. And confidence matters. As Andy puts it: “Historically, when confidence in paper promises decline, confidence in real money rises.” This is one of the most important conversations I've had with Andy. We discuss: • The potential unwinding of the yen carry trade • The growing danger inside global debt markets • Central-bank intervention and distorted price discovery • BRICS and the emerging parallel financial system • Why central banks are accumulating gold • What ordinary people can do to protect their wealth Don't wait until a financial crisis is on the front page before asking how exposed you are. Watch the full interview. DON'T BE SCARED. BE PREPARED. Miles Franklin Precious Metals Andy Schectman

🚨 EXCLUSIVE: ANDY SCHECTMAN WARNS OF A MAJOR SHIFT IN THE GLOBAL FINANCIAL SYSTEM I sat down with Andy Schectman of Miles Franklin for a wide-ranging discussion about what is happening beneath the surface of the global financial system. And his warning is stark. The yen carry trade is beginning to unravel after almost 30 years of cheap Japanese money flowing into assets around the world. Andy warns that a disorderly unwind could force enormous amounts of capital out of US assets and potentially trigger a much wider debt crisis. At the same time, something much bigger is happening. BRICS is quietly constructing a parallel financial architecture. New payment systems. Local-currency settlement. Commodity exchanges. Gold vaulting infrastructure. Andy makes an important distinction: this isn't necessarily about the dollar suddenly disappearing as the world's reserve currency. It's about gradually reducing the amount of global trade that needs the dollar in the first place. Meanwhile, central banks are accumulating gold at extraordinary levels. Why? Because unlike fiat currency: Gold cannot be printed. Andy has been buying gold and silver every two weeks for 36 years, and his message couldn't be clearer: “I don't tell any of you to buy it to become wealthy. It is wealth.” And his final warning should make people pay attention. Governments are carrying enormous debts. Those debts increasingly have to be refinanced at higher interest rates. The bond markets are noticing. Currency markets are noticing. And confidence matters. As Andy puts it: “Historically, when confidence in paper promises decline, confidence in real money rises.” This is one of the most important conversations I've had with Andy. We discuss: • The potential unwinding of the yen carry trade • The growing danger inside global debt markets • Central-bank intervention and distorted price discovery • BRICS and the emerging parallel financial system • Why central banks are accumulating gold • What ordinary people can do to protect their wealth Don't wait until a financial crisis is on the front page before asking how exposed you are. Watch the full interview. DON'T BE SCARED. BE PREPARED. Miles Franklin Precious Metals Andy Schectman

Jim Ferguson

36,356 Aufrufe • vor 1 Monat

Everyone is focused on U.S.-China tariff rollbacks. But the real shift is institutional - the creation of a "formal committee" to discuss currency misalignment, non-tariff barriers & market access. This is a systemic restructuring that was already foreshadowed by Miran. As I laid out in my episode on The Bitcoin Layer, the U.S.–China economic imbalance—overconsumption vs overproduction—isn’t just a story about Americans being “addicted to debt and consumption.” Miran lays out that it is driven by the structure of the dollar system. Surplus nations like China suppress domestic consumption, overproduce, and accumulate dollar reserves—then recycle them into U.S. Treasuries. This dynamic props up the dollar, hollows out American industry, and sustains a trade imbalance that cannot self-correct. In November 2024, Stephen Miran—now Chair of the President’s Council of Economic Advisers—published a 41-page blueprint for addressing exactly this. He called it a “Triffin World”—where global reserve demand locks the U.S. into permanent deficits, and surplus economies into export dependence. The remedy, according to him? Re-anchor the trade-finance loop: → Align currency values with real economies. → Impose hard constraints on reserve accumulation. → Shift from ad hoc tariffs to systemic recalibration of flows. This new U.S.-China committee is early—but its scope tracks closely with Miran’s roadmap. It won’t make headlines. But it could be where Bretton Woods II begins to unwind—with both sides finally willing to speak in structural terms. He argued that if reserve dynamics don’t change, no amount of tariffs will rebalance global trade. Because what we’re living through isn’t merely a trade dispute. It’s a systemic misalignment—between how value is produced, stored, and consumed. These kinds of imbalances don’t stay economic. Left uncorrected, they become political. And eventually, they become war. What this new committee offers—for the first time—is a venue to rethink the system itself. Here's my clip from the podcast talking about why global imbalances start with the dollar system.

Everyone is focused on U.S.-China tariff rollbacks. But the real shift is institutional - the creation of a "formal committee" to discuss currency misalignment, non-tariff barriers & market access. This is a systemic restructuring that was already foreshadowed by Miran. As I laid out in my episode on The Bitcoin Layer, the U.S.–China economic imbalance—overconsumption vs overproduction—isn’t just a story about Americans being “addicted to debt and consumption.” Miran lays out that it is driven by the structure of the dollar system. Surplus nations like China suppress domestic consumption, overproduce, and accumulate dollar reserves—then recycle them into U.S. Treasuries. This dynamic props up the dollar, hollows out American industry, and sustains a trade imbalance that cannot self-correct. In November 2024, Stephen Miran—now Chair of the President’s Council of Economic Advisers—published a 41-page blueprint for addressing exactly this. He called it a “Triffin World”—where global reserve demand locks the U.S. into permanent deficits, and surplus economies into export dependence. The remedy, according to him? Re-anchor the trade-finance loop: → Align currency values with real economies. → Impose hard constraints on reserve accumulation. → Shift from ad hoc tariffs to systemic recalibration of flows. This new U.S.-China committee is early—but its scope tracks closely with Miran’s roadmap. It won’t make headlines. But it could be where Bretton Woods II begins to unwind—with both sides finally willing to speak in structural terms. He argued that if reserve dynamics don’t change, no amount of tariffs will rebalance global trade. Because what we’re living through isn’t merely a trade dispute. It’s a systemic misalignment—between how value is produced, stored, and consumed. These kinds of imbalances don’t stay economic. Left uncorrected, they become political. And eventually, they become war. What this new committee offers—for the first time—is a venue to rethink the system itself. Here's my clip from the podcast talking about why global imbalances start with the dollar system.

Tanvi Ratna

54,091 Aufrufe • vor 1 Jahr