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Guy Adami interviews Michael Kao (@UrbanKaoboy), discussing the historic moves in gold and silver, the debate over fiat debasement versus speculative positioning, and why charts showing central bank gold eclipsing Treasury holdings can be misleading because much of the change is price appreciation rather than new buying. Kao argues true de-dollarization is unlikely due to the lack of a rival fiat ecosystem with comparable liquidity and deep bond markets, and says a shift from Treasuries to gold as a reserve anchor would imply economic austerity and slower global GDP growth. They explore how geopolitics (including post-Ukraine reserve seizure fears) and Trump-related tariff and deficit narratives have fueled gold, while Kao outlines a contrarian view that Trump 2.0 policies plus AI could be deflationary and potentially restore productivity-driven disinflationary growth similar to the late 1990s; he also critiques CBO debt projections for assuming low productivity growth. The conversation covers AI's disruptive impact on industry moats and equity multiple compression versus immediate default risk, touches briefly on Japan's bond market and the yen carry trade, and examines the “sanctity” of large AI CapEx plans and whether AI expands total addressable markets or mainly drives cost cutting. Kao highlights his thesis from his piece on AI electrification: U.S. electricity demand may accelerate sharply after decades of flat growth, creating an energy bottleneck that increases reliance on natural gas (given limits to coal and nuclear), amplified by data center buildouts and LNG exports. He explains his preference for natural gas mineral strategies that distribute cash flow over trading commodities or owning E&P equities due to capital allocation risks, and notes recent oil spikes have often faded since 2022. Show Notes AI, Electrification, and the Hidden Energy Bottleneck | Michael Kao The Fourth Turning by Strauss & Howe —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Today's episode breaks down Christian Briggs' Part Two of his policy paper, "China's Strategic Assault on Dollar Hegemony Through Banking Infrastructure, Critical Mineral Dominance, and the Architecture of De-Dollarization". What we're witnessing isn't just economic competition—it's a coordinated financial war against the United States. According to the breakdown, China, Russia, and the expanding BRICS alliance are executing a decades-long strategy to dismantle dollar dominance and build a parallel global financial system that cuts America out entirely.The podcast argues that the weaponization of sanctions—especially after the Russia-Ukraine conflict—was the turning point. When the U.S. froze foreign reserves, it sent a signal to the world: your money isn't safe in dollars. Since then, nations have been racing to protect themselves by abandoning U.S.-controlled systems like SWIFT and moving toward alternative settlement rails.At the center of this shift? China's Cross-Border Interbank Payment System (CIPS) and the rapid growth of BRICS as a financial counterweight to the West. Countries that once depended on dollar settlements are now trading in yuan, rubles, and rupees. The episode warns that this isn't symbolic diplomacy—it's structural separation.Then comes the gold bombshell.Central banks around the world are hoarding gold at record levels. Why? Because gold doesn't freeze. It doesn't get sanctioned. It doesn't require U.S. permission. The host frames this as the clearest signal yet that global leaders are hedging against a weakening dollar.But it gets even bigger.The BRICS bloc is reportedly developing a gold-backed settlement mechanism—sometimes referred to as the “Unit”—designed to operate completely outside the dollar system. Combine that with multilateral digital currency platforms like mBridge, and you have the skeleton of an entirely new monetary architecture forming in real time.Meanwhile, the episode raises alarming questions about U.S. regulatory policy. Why are Chinese banks allegedly linked to financial misconduct still operating under U.S. licenses? Why is Basel III reshaping Western banking rules while Eastern nations aggressively accumulate hard assets?The conclusion is stark: this isn't just about trade. It's about power.If the dollar loses its reserve dominance, America's geopolitical leverage shrinks overnight. The podcast leaves listeners with a sobering message—the global financial order is shifting, and whether by strategy or complacency, the United States may already be late to the fight.
Today's episode breaks down Christian Briggs' Part One of his policy paper, arguing that China is running a two-front campaign aimed at weakening U.S. power: a global banking machine and a chokehold on critical minerals.lays out a blunt warning: China is executing a coordinated, two-pronged operation to collapse American leverage—without firing a shot. The first weapon is finance. The second is resources. And both are aimed straight at dollar dominance, U.S. sovereignty, and national security.Part One of the policy paper argues that Chinese state-controlled mega-banks—sitting on $23+ trillion in assets—aren't “banks” in the Western sense. They're arms of the CCP, deployed across 40+ countries to bankroll Belt & Road expansion, lock nations into Beijing-controlled debt relationships, and build the plumbing for a post-dollar world through alternative settlement systems. The podcast stresses that China's banking reach in Latin America and the Caribbean, plus infrastructure positioning near the Panama Canal, isn't business—it's strategic encirclement of the Western Hemisphere.Then comes the chokehold: critical minerals. The episode claims China has monopolized the materials that power everything America needs to function—defense systems, AI hardware, clean energy, advanced manufacturing—with dominance that reaches near-total control in rare-earth processing and permanent magnets. Export controls aren't “trade policy.” They're resource warfare, a warning shot that says: We control the inputs. You don't.The podcast doesn't mince words about how we got here: while China declared minerals strategic, restricted foreign involvement, and built industrial capacity, the U.S. allegedly regulated itself into dependence—outsourcing the supply chain to an adversary.Now Washington is scrambling. The paper frames late-2025/early-2026 moves as a reboot of the 1974 petrodollar playbook—but updated into a “mineral dollar” strategy: build a minerals security bloc (a “minerals NATO”), force alignment, and use commodity control to prop up the dollar as the old system weakens. Even gold's absence from the critical list is portrayed as intentional sequencing, not an oversight.Bottom line: China's checkmate is already on the board. The only question is whether America wakes up before the embargoes—and the dollar shock—hit.
Tony Arterburn (DavidKnight.gold) warns the explosive rise in gold and silver isn't speculation—it's a global vote of no confidence in fiat money as de-dollarization accelerates and central banks quietly reposition. He explains why Powell's reassurances sound like “Baghdad Bob,” how stablecoins are just CBDCs with a private label, and why paper gold, tokenized metals, and counterparty risk are becoming traps. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
Tony Arterburn (DavidKnight.gold) warns the explosive rise in gold and silver isn't speculation—it's a global vote of no confidence in fiat money as de-dollarization accelerates and central banks quietly reposition. He explains why Powell's reassurances sound like “Baghdad Bob,” how stablecoins are just CBDCs with a private label, and why paper gold, tokenized metals, and counterparty risk are becoming traps. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHT Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
India assumes the BRICS chair amid profound contradiction. What began as an emerging economies coalition has become an unwieldy 10-nation bloc including Gulf states, Egypt, and Ethiopia bound more by grievance than vision. Host Anirban Chowdhury speaks with Alicia García-Herrero, chief economist at Natixis, and former BRICS Sherpa Sanjay Bhattacharya to explore whether BRICS can deliver tangible cooperation or remain trapped in anti-Western posturing. For India, the chairmanship means navigating between dollar-defiant Russia and hegemonic China while preserving Western partnerships. External Affairs Minister S. Jaishankar's "inclusive development" focus signals intent, but execution trumps rhetoric. The bloc's value lies in widening the negotiating table, not replacing existing systems. India's test: shaping BRICS without being shaped by it, proving genuine multipolarity requires Indian leadership, not Chinese dominance masquerading as collective action. The world watches whether Delhi extracts concrete benefits from this proving ground. Listen in:You can follow Anirban Chowdhury on his social media:X and LinkedinCheck out other interesting episodes like: When Grinch Almost Stole Gig Workers' Christmas, How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, India’s Labour Law Reboot, Viral to Valuation: Building Women’s Cricket as a Brand and much more. Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.See omnystudio.com/listener for privacy information.
Episode Summary:In this episode of Explaining History, Nick turns his attention to the economic chaos brewing in Washington. With Donald Trump threatening a criminal inquiry into Federal Reserve Chair Jerome Powell, we explore the dangerous politicization of America's central bank.Why is the independence of the Fed so crucial to the global financial system? What happens when a president tries to bully interest rates down to win an election? Nick argues that Trump's erratic behavior, combined with the weaponization of the dollar, is accelerating the process of "de-dollarization"—an existential threat to American power far greater than any tariff war.From the exorbitant privilege of the dollar to the looming debt crisis, we unpack the mechanics of imperial decline. Is Trump about to crash the only thing keeping the US military machine afloat?Plus: A reminder for history students—tickets are now available for our Russian Revolution Masterclass on January 26th!Key Topics:The War on the Fed: Trump's attempt to seize control of monetary policy.De-Dollarization: Why global investors are losing faith in the greenback.Imperial Overstretch: How the dollar funds America's global military footprint.Stalinist Paranoia: Comparing Trump's use of the FBI to historical purges.Listen to this episode advert free on Patreon hereAlso, you can sign up for the Explaining History Russian Revolution Masterclass hereExplaining History helps you understand the 20th Century through critical conversations and expert interviews. We connect the past to the present. If you enjoy the show, please subscribe and share.▸ Support the Show & Get Exclusive ContentBecome a Patron: patreon.com/explaininghistory▸ Join the Community & Continue the ConversationFacebook Group: facebook.com/groups/ExplainingHistoryPodcastSubstack: theexplaininghistorypodcast.substack.com▸ Read Articles & Go DeeperWebsite: explaininghistory.org Hosted on Acast. See acast.com/privacy for more information.
Derek MacPherson discusses how gold may be being used as a hedge against recent geopolitical events. He expects to see metals moving higher in 2026, arguing the underlying drivers are de-dollarization and aggressive deficit spending around the world which devalues fiat currencies. He thinks gold can go “much higher from here” and highlights that gold miners are trading at a discount. On the other hand, he thinks much of the “juice” is out of silver.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Is the dollar's global dominance ending? We break down the real risks of de-dollarization and how geopolitical sanctions could punish your US-heavy portfolio.Today's Stocks & Topics: Trane Technologies plc (TT), NIKE, Inc. “Water Scarcity: The $3.4 Trillion Infrastructure Gap “, (NKE), KPP Newsletter, Farmland Partners Inc. (FPI), Consumer Price Index (CPI) Report, Monetizing Debt, Equinor ASA (EQNR), Rambus Inc. (RMBS), Private Funds.Our Sponsors:* Check out ClickUp and use my code INVEST for a great deal: https://www.clickup.com* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Episode Summary:As 2025 draws to a close, Nick reflects on a pivotal year in global history. From the economic shockwaves of the Trump tariffs to the accelerating shift of power back to Asia, this episode argues that we are witnessing the terminal decline of the Anglo-American world order.We explore the existential threat of "de-dollarization"—a process accelerated not just by Trump, but by the weaponization of the financial system under Biden. Nick also examines the hollowing out of the British state, now a vassal to American private equity, and the dangerous geopolitical flashpoints emerging in Venezuela. Is the AI bubble about to burst? Will the 2026 midterms offer a reprieve for democracy, or are we locked into a cycle of crisis?Key Topics:The Trump Tariffs: How protectionism is biting the American consumer.De-Dollarization: Why the end of the dollar as the reserve currency is an existential threat to US power.The AI Bubble: Will artificial intelligence save the economy or concentrate wealth even further?Britain as Vassal State: The colonization of the UK economy by American private equity.Explaining History helps you understand the 20th Century through critical conversations and expert interviews. We connect the past to the present. If you enjoy the show, please subscribe and share.▸ Support the Show & Get Exclusive ContentBecome a Patron: patreon.com/explaininghistory▸ Join the Community & Continue the ConversationFacebook Group: facebook.com/groups/ExplainingHistoryPodcastSubstack: theexplaininghistorypodcast.substack.com▸ Read Articles & Go DeeperWebsite: explaininghistory.org Hosted on Acast. See acast.com/privacy for more information.
Front Run The Week — Free SignalsGet early signals before they hit headlines. Subscribe free — or upgrade for member rewards — at https://tokentrust.substack.comBitcoin didn't fall 25% because of politics — it fell because U.S. dollar liquidity snapped. And at the same time BRICS nations are fully ditching the dollar for settlement, Citadel is quietly helping Ripple build a modern banking stack.In this episode, Chip breaks down the real story behind the Bitcoin dip, why de-dollarization is accelerating at the exact moment TradFi is laying fresh settlement rails, and why assets like XRP are starting to function less like trades and more like transfers in a new global system.You'll also hear how ISO-20022, bank-charter applications, Digital Asset Treasuries, and the “cement isn't dry” theory all converge into one thing: the future economy is being rewired under our feet — and retail still thinks it's about vibes.If you want Monday's Signals breakdown and the full map of the narratives driving Q4 and Q1, subscribe on Substack. Signals — 7-Day Free TrialGet early market signals, macro indicators, and the projects I'm tracking before they trend. Start your free 7-day trial at https://tokentrust.substack.com
[00:07:23] – The Black Committee: America's First Mass Surveillance ProgramBeito explains Senator Hugo Black's seizure of millions of private telegrams to spy on FDR's opponents — a little-known episode that prefigured today's surveillance state and “national security” abuses. [00:27:29] – The Newport Sex Scandal and FDR's Moral HypocrisyKnight and Beito expose Roosevelt's secret Navy operation that used entrapment to target suspected homosexual sailors — a scandal later erased from mainstream history. [00:39:31] – Going Off Gold: Roosevelt's Monetary RevolutionThe discussion covers how FDR's abandonment of the gold standard and arbitrary price-fixing launched America's age of fiat currency, inflation, and centralized economic manipulation. [00:49:16] – The “Fake News” Law That Almost HappenedBeito recounts a 1930s proposal to criminalize “false news” under FDR's influence — an early prototype of modern truth policing and digital censorship laws. [01:00:16] – The 72-Dose Childhood Vaccine LawsuitKnight reviews a lawsuit claiming the CDC never tested the combined safety of its full childhood vaccine schedule, arguing the agency hides behind untested assumptions of safety. [01:14:46] – Eli Lilly Bribery and Big Pharma CorruptionKnight reports on a Texas lawsuit accusing Eli Lilly of paying doctors to push high-profit drugs, tying it to systemic collusion between pharmaceutical giants and captured regulators. [01:24:23] – James Bradley on Vietnam: Precious FreedomAuthor James Bradley joins to discuss his book Precious Freedom, reframing the Vietnam War from the Vietnamese perspective and exposing decades of U.S. and media propaganda. [01:36:39] – Media Lies and CIA MythsBradley reveals how the U.S. and its allies fabricated the idea of “North and South Vietnam” as separate nations, a CIA-backed myth used to justify decades of warfare. [02:22:00] – Fourth Turning Politics and the Rise of Authoritarian SaviorsKnight and Bonta examine how historical cycles of crisis create conditions for strongmen like FDR, Trump, and others who exploit social chaos to centralize power. [03:02:17] – De-Dollarization and the End of U.S. Financial SupremacyBonta closes by warning that the weaponization of the dollar is accelerating the global shift toward BRICS and gold-backed trade systems, threatening the foundation of American economic dominance. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
In this episode, Aslesh and Prajol discuss is the dominance of the U.S. dollar and the emerging trend of de-dollarization. Prajwal traces the dollar's rise to the 1944 Bretton Woods Agreement and its enduring role in global trade, finance, and reserves. They discuss why countries are now seeking alternatives, mainly to reduce vulnerability to U.S. sanctions—and note signs of gradual change such as rising gold reserves, China's push for yuan-based trade, and BRICS efforts to build parallel systems.Prajol is an economist at South Asia Watch on Trade, Economics and Environment (SAWTEE), Nepal with over seven years of research and advisory experience in areas of trade policy, public debt management, alternative finance, and private sector development. His contributions include national-level studies and publications with the Ministry of Finance, Ministry of Industry, Commerce and Supplies, various UN agencies. If you liked the episode, hear more from us through our free newsletter services, PEI Substack: Of Policies and Politics ( https://policyentre.substack.com/welcome ), and click here ( https://patreon.com/podsbypei ) to support us on Patreon!!
00:00:30 – Argentina BailoutKnight blasts Trump's secret $40 billion deal with Argentina, accusing the administration of bailing out a foreign ally while U.S. farmers face bankruptcy. He calls it proof that America-first rhetoric masks globalist financial manipulation. 00:07:43 – Trump vs. American FarmersKnight tears into Trump's trade chaos — punishing Brazil, rewarding Argentina, and wrecking market stability for U.S. cattlemen. He argues that MAGA loyalty has blinded conservatives to policies destroying rural America. 00:14:17 – Farm Revolt Against TrumpCattle groups and state farm bureaus condemn Trump's plan to import Argentine beef. Knight highlights growing backlash from agricultural leaders who see the policy as a betrayal of American ranchers and economic sovereignty. 00:42:32 – Bioengineered Meat AllergiesKnight discusses shocking academic proposals to make humans allergic to meat through genetically modified ticks. Condemning it as technocratic insanity and part of the global war on natural food and human biology. 00:51:27 – Globalists' Food Takeover FailsKnight praises Florida's ban on lab-grown “tumor meat” and mocks Bill Gates's failed Beyond Meat empire. He closes with a call for food self-sufficiency, warning that centralized agriculture is the foundation of global control. 01:04:10 – Argentina's Decline & Javier MileiKnight welcomes The New American publisher Steve Bonta, who draws on his time living in Argentina to describe its cultural Europeanism, intellectual roots, and long fall from prosperity into “a century of socialism.” He profiles President Milei as a libertarian reformer trying to reverse Peronist collectivism but warns that populist cults of personality—whether Perón or Trump—lead nations into tyranny. 01:13:00 – FDR, Trump & the Cult of PowerBonta and Knight connect Juan Perón's legacy to FDR's New Deal authoritarianism, arguing that both centralized government control through charisma. Knight warns that Trump has become another “fourth-turning” accelerationist—using chaos to remake America—while setting dangerous precedents that mirror 20th-century strongmen. 01:25:18 – Fiat Money Collapse & Gold ResurgenceBonta explains the Federal Reserve's unique power to export inflation and weaponize the dollar. Both note that central banks worldwide are hoarding gold, signaling the end of fiat illusions. Knight calls the modern system “the magic-money tree,” while Bonta insists only gold and silver reveal the true decline of Western purchasing power. 01:43:37 – UN Global Tax Agenda & Trump's ReversalBonta details the UN's plan for a global shipping tax—its first independent revenue stream toward world government—and credits Trump for blocking it. They trace how globalists use trade blocs to merge economies into political unions, warning the scheme mirrors the EU's path from “free trade” to supranational control. 01:52:27 – De-Dollarization & End of U.S. DominanceKnight and Bonta close by exposing the Argentina bailout and dollar decay. They link Washington's currency manipulations to the global flight toward gold and BRICS, predicting hyperinflation and the fall of dollar supremacy. Knight ends by praising The New American for warning decades ago about federalized, militarized policing and the coming authoritarian backlash. 02:15:47 – Global Silver Shortage & India PanicKnight reports that India's largest silver refinery has run out of supply for the first time ever amid massive Diwali-season buying. He highlights global ripple effects—London vaults empty, traders in chaos, and paper silver diverging from physical metal—framing it as evidence of Western financial decay and manipulation. 02:30:03 – India's Poisoned Pharma EmpireKnight exposes India's pharmaceutical industry as a “toxic mirror of Pfizer,” citing deadly cough syrups and widespread fraud. He argues the FDA knowingly enables foreign contamination through deregulation and political protection, making the U.S. complicit in poisoning its own citizens under the guise of global trade efficiency. 02:44:15 – FDA & Indian Corruption MergeExpanding on ProPublica's findings, Knight details how Indian plants with metal shavings and contaminated drugs still ship to U.S. pharmacies. He claims the FDA's fear of shortages drives its silence, likening the agency to a captured institution prioritizing profit and geopolitical deals over American safety. 02:56:48 – Trump's War on Thomas MassieKnight ends the episode with sharp criticism of Trump's attacks on Congressman Thomas Massie, funded by pro-Israel billionaires like Miriam Adelson. He contrasts Massey's anti-war, anti-bailout record with Trump's hypocrisy—supporting Lindsey Graham and globalist donors—branding Trump “the real RINO” and warning conservatives not to worship false America First idols. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
00:00:30 – Argentina BailoutKnight blasts Trump's secret $40 billion deal with Argentina, accusing the administration of bailing out a foreign ally while U.S. farmers face bankruptcy. He calls it proof that America-first rhetoric masks globalist financial manipulation. 00:07:43 – Trump vs. American FarmersKnight tears into Trump's trade chaos — punishing Brazil, rewarding Argentina, and wrecking market stability for U.S. cattlemen. He argues that MAGA loyalty has blinded conservatives to policies destroying rural America. 00:14:17 – Farm Revolt Against TrumpCattle groups and state farm bureaus condemn Trump's plan to import Argentine beef. Knight highlights growing backlash from agricultural leaders who see the policy as a betrayal of American ranchers and economic sovereignty. 00:42:32 – Bioengineered Meat AllergiesKnight discusses shocking academic proposals to make humans allergic to meat through genetically modified ticks. Condemning it as technocratic insanity and part of the global war on natural food and human biology. 00:51:27 – Globalists' Food Takeover FailsKnight praises Florida's ban on lab-grown “tumor meat” and mocks Bill Gates's failed Beyond Meat empire. He closes with a call for food self-sufficiency, warning that centralized agriculture is the foundation of global control. 01:04:10 – Argentina's Decline & Javier MileiKnight welcomes The New American publisher Steve Bonta, who draws on his time living in Argentina to describe its cultural Europeanism, intellectual roots, and long fall from prosperity into “a century of socialism.” He profiles President Milei as a libertarian reformer trying to reverse Peronist collectivism but warns that populist cults of personality—whether Perón or Trump—lead nations into tyranny. 01:13:00 – FDR, Trump & the Cult of PowerBonta and Knight connect Juan Perón's legacy to FDR's New Deal authoritarianism, arguing that both centralized government control through charisma. Knight warns that Trump has become another “fourth-turning” accelerationist—using chaos to remake America—while setting dangerous precedents that mirror 20th-century strongmen. 01:25:18 – Fiat Money Collapse & Gold ResurgenceBonta explains the Federal Reserve's unique power to export inflation and weaponize the dollar. Both note that central banks worldwide are hoarding gold, signaling the end of fiat illusions. Knight calls the modern system “the magic-money tree,” while Bonta insists only gold and silver reveal the true decline of Western purchasing power. 01:43:37 – UN Global Tax Agenda & Trump's ReversalBonta details the UN's plan for a global shipping tax—its first independent revenue stream toward world government—and credits Trump for blocking it. They trace how globalists use trade blocs to merge economies into political unions, warning the scheme mirrors the EU's path from “free trade” to supranational control. 01:52:27 – De-Dollarization & End of U.S. DominanceKnight and Bonta close by exposing the Argentina bailout and dollar decay. They link Washington's currency manipulations to the global flight toward gold and BRICS, predicting hyperinflation and the fall of dollar supremacy. Knight ends by praising The New American for warning decades ago about federalized, militarized policing and the coming authoritarian backlash. 02:15:47 – Global Silver Shortage & India PanicKnight reports that India's largest silver refinery has run out of supply for the first time ever amid massive Diwali-season buying. He highlights global ripple effects—London vaults empty, traders in chaos, and paper silver diverging from physical metal—framing it as evidence of Western financial decay and manipulation. 02:30:03 – India's Poisoned Pharma EmpireKnight exposes India's pharmaceutical industry as a “toxic mirror of Pfizer,” citing deadly cough syrups and widespread fraud. He argues the FDA knowingly enables foreign contamination through deregulation and political protection, making the U.S. complicit in poisoning its own citizens under the guise of global trade efficiency. 02:44:15 – FDA & Indian Corruption MergeExpanding on ProPublica's findings, Knight details how Indian plants with metal shavings and contaminated drugs still ship to U.S. pharmacies. He claims the FDA's fear of shortages drives its silence, likening the agency to a captured institution prioritizing profit and geopolitical deals over American safety. 02:56:48 – Trump's War on Thomas MassieKnight ends the episode with sharp criticism of Trump's attacks on Congressman Thomas Massie, funded by pro-Israel billionaires like Miriam Adelson. He contrasts Massey's anti-war, anti-bailout record with Trump's hypocrisy—supporting Lindsey Graham and globalist donors—branding Trump “the real RINO” and warning conservatives not to worship false America First idols. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
More cracks starting to form in the homebuilder trade, as those stocks continue to fall. The next move in the group, and what it will take to turn the housing trade around. Plus Alarm bells in the dollar trade, as a decade-low Fed custody holding raises de-dollarization concerns. The impact it could have on equities around the world.Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, Rodrigo Gordillo, Mike Philbrick, and Adam Butler explore the timely relevance of managed futures, examining why the current macroeconomic environment may be particularly favorable for these strategies. They discuss recent drawdowns, the uncorrelated nature of trend and carry strategies, and the importance of diversification. The conversation also covers the benefits of strategic overlaying in portfolios, the impact of policy shocks, and the potential for managed futures to add value in various market conditions, including inflationary periods.Topics Discussed• The recent, challenging drawdown period for both trend and carry managed futures strategies• Behavioral hurdles of investing in strategies that hit new highs infrequently, leading to investor fatigue• The strong macro case for diversification due to concentrated U.S. equity portfolios and potential inflation• The physical resource demand from the AI boom creating potential trends in commodities and energy• The role of managed futures in capturing global trends beyond commodities, including international equities and currencies• The argument that the fundamental drivers for trend and carry remain intact despite recent performance• Utilizing Return Stacking to reduce tracking error and make it easier to hold diversifiers long-termMentioned in this episode:The Return Stacking SymposiumOctober 8, 2025 | Chicago A full day of curated portable alpha / return stacking education. Register Here: https://www.returnstacked.com/return-stacking-symposium-2025/
Gold rips to repeated all-time highs as central banks dump Treasuries and race into bullion—clear signals of accelerating de-dollarization. Tony Arterburn ties the surge to Trump's Fed pressure, tariff/sanction chaos, and a coming rate-cut sugar high that stokes more inflation. Meanwhile, silver breaks back above $40 and a rigged housing market—propped up by BlackRock and a shrinking dollar—pushes a generation out of homeownership.Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
Gold rips to repeated all-time highs as central banks dump Treasuries and race into bullion—clear signals of accelerating de-dollarization. Tony Arterburn ties the surge to Trump's Fed pressure, tariff/sanction chaos, and a coming rate-cut sugar high that stokes more inflation. Meanwhile, silver breaks back above $40 and a rigged housing market—propped up by BlackRock and a shrinking dollar—pushes a generation out of homeownership.Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Professor Dirk Baur sits down with Kai Hoffmann to explain what's really behind gold's recent surge, and whether it's sustainable. They cover the balance between jewellery, investment and central‑bank demand; how de‑dollarization, tariffs and geopolitics drive price; the difference between safe havens and hedges; and why gold stocks behave so differently from bullion. Stick around for Dirk's thoughts on hidden risks and China's true reserves.#gold #federalreserve #trump------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------
The Trump administration's moves are “ratcheting up” demand for gold, says Quentin Mai, driven partly by “de-dollarization.” He talks about moves to support the gold industry in the U.S. with the latest tariffs slapped on importing gold. “There's a very big spread between the spot price and the futures market,” he notes, due to those tariffs creating uncertainty over the future. With no other currencies in a spot to compete globally with the dollar, gold remains a strong safe-haven option.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Welcome back to another episode of Wealth Warehouse!This week, Dave and Paul tackle a listener question and roll that topic into a larget discussion on the state of the US dollar – can it be “trusted”, or should we (and IBC practitioners) be moving away from it as a primary form of currency. The fellas weigh in and let you know just how much (or little) this should concern you.Additionally, they touch on a couple conversations they had at a recent conference, including the future of life insurance and A.I.Episode Highlights:0:00 - Teaser2:07 - Episode beginning4:37 - Listener question6:44 - Should you be concerned about the US dollar?9:40 - What's the alternative?15:46 - On crypto, forms of value and equity23:25 - Life insurance and financial security28:50 - Life insurance and A.I.37:39 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com
Links & ResourcesFollow us on social media for updates: Instagram | YouTubeCheck out our recommended tool: Prop StreamThank you for tuning in! If you enjoyed this episode, please rate, follow, and review our podcast. Don't forget to share it with friends who might find it valuable. Stay connected for more insights in our next episode!
While optimism over easing tariff risks has buoyed markets so far, the US administration's tough trade stance and the Israel-Iran conflict continue to fuel volatility and uncertainty. How can investors balance opportunity and risk amid these shifting dynamics? Plus, will the US dollar fall further, and what are the key strategies for diversifying beyond the USD?
De-dollarization has increasingly become a substantive topic of discussion among corporate clients and market participants more broadly. We discuss de-dollarization related to changes in the structural demand for the dollar and its use as a reserve currency. This encompasses areas that relate to the longer-term use of the dollar, such as transactional dominance in FX volumes or commodities trade, denomination of liabilities or share in central bank FX reserves. J.P. Morgan clients can access the report "De-dollarization: Fact and fable" in the new Macro Corporate Spotlight series at jpmorganmarkets.com. Speakers Luis Oganes - Head of Global Macro Research Meera Chandan - Co-Head of FX Strategy Saad Siddiqui - Head of EM Rates and FX Strategy Jay Barry - Head of Global Rates Research Greg Shearer - Head of Base and Precious Metals Research This podcast was recorded on 09 June 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5000511-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
David Schassler believes gold will hit $5,000 within the next couple of years. His reason: de-dollarization, fueled by recession risks and growing valuations on Wall Street. Axel Merk goes a step further and points to tariffs being another driving force behind gold's growing bull run. He sees trade and financial uncertainty surrounding tariffs leading more investors to move out of equities and move to gold for security.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Global capital is exiting the U.S., recession risks remain elevated, and market optimism may be dangerously premature. In this episode of Soar Financially, Bill Campbell, Portfolio Manager at DoubleLine Capital, joins us to break down the looming macro risks: from tariff tensions and interest rate recalibration to the long-term decline of the U.S. dollar's dominance.#gold #macroeconomics #recession ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------
The economic impact of US President Donald Trump’s tariffs has led to a rethink over the US dollar. After the “Liberation Day” tariffs were announced on April 2, global investors sold both US equities and the dollar, a rare event that raises concerns about the credibility of US Treasuries and the dollar itself. Moody’s downgrade of the US credit rating and the sharp appreciation of certain currencies, particularly the Taiwan dollar, against the greenback have further intensified the situation. Are we entering a period of de-dollarization? What are the implications for the regions' central banks, corporations and financial institutions – many of which are major holders of US Treasuries? And which Asian currencies could outperform following this paradigm shift? Stephen Chiu, chief Asia FX and rates strategist for Bloomberg Intelligence discusses these issues with John Lee on the Asia Centric podcast.See omnystudio.com/listener for privacy information.
May 21, 2025 – Today on FS Insider, Laurent Lequeu, author of Macro Butler, discusses soaring US debt refinancing needs—$7T in 2025—forcing Treasury yields higher amid persistent “velcro” inflation and waning foreign demand, especially post-Trump trade shifts...
The Pulse of the Debt Markets — with Orest Mandzy, CRE Direct Capital market confidence is cautiously returning, but undercurrents of risk remain. In my wide-ranging conversation with Orest Mandzy, Managing Editor of Commercial Real Estate Direct, we discuss what recent CMBS issuance tells us about liquidity, why delinquency headlines may be misleading, and how sponsors can position themselves amid policy shocks and structural market shifts. Liquidity Is Back — But Driven by Giants CMBS issuance jumped 110% in Q1 2025, totaling nearly $37 billion. While that headline suggests a resurgence of confidence, Orest clarifies that most of that growth comes from SASB (Single Asset, Single Borrower) deals – large trophy assets being financed and securitized by institutional players. These are not indicative of broad-based confidence in middle-market real estate. To gauge true liquidity, he says, focus on conduit deals – pools of smaller $10M–$25M loans originated by banks and institutional lenders and repackaged into +/- $1B bond offerings. Robust conduit activity reflects a healthier market for everyday sponsors. “If you've got solid conduit issuance,” says Orest, “that tells you there's liquidity in the market – not just for trophy deals.” Rising Delinquencies: Real or a Red Herring? Recent headlines warned that CMBS delinquency rates exceeded 7%, the highest since 2021. But Orest has looked deeper into the data and sees it is far from being systemic. A handful of large, troubled multifamily loans, such as the $1.5B Park Merced in San Francisco and a floating-rate New York portfolio, together make up nearly 60% of those delinquencies. The common thread? These loans were made pre-COVID or in 2021 with floating-rate debt and now can't refinance in today's rate environment. But they're outliers, not bellwethers. Fannie and Freddie multifamily delinquencies remain under 1%, and even in CMBS, the average LTVs have been conservative. “Multifamily looks worse than it is. Strip out the outliers and the market's still performing.” CLOs, Banks, and the Competitive Landscape CMBS is just one lane in the broader lending freeway. Orest distinguishes it from CLOs, which are floating-rate, short-term loans used by debt funds for leverage, and from agencies like Fannie and Freddie, which underwrite more conservatively. In 2024: Agencies originated ~$60B each CMBS did ~$40B CLOs only ~$8B – down sharply from peak years Debt funds relying on CLOs are now facing stiff competition from banks, which are back in the market after a cautious 2023. With banks accounting for 40% of CRE loan volume annually, this shift matters. For sponsors, it means a broader set of options but also a new underwriting reality. Orest notes that while leverage is available, it's on tighter terms: LTVs in the low 60s and debt service coverage ratios near 2.0x are now standard for institutional-quality debt. The Tariff Shock and Bond Market Jitters One of the most important takeaways: macro events like tariffs are now exerting real-time pressure on the capital stack. In early April, CMBS bond spreads spiked from 80bps to 108bps over Treasuries as the market braced for a new round of tariffs. That spread spike pushed borrowing costs up and froze CMBS issuance for nearly 10 days – a signal of how fragile the system remains to policy volatility. Although bond spreads have since tightened, Orest warns that risk repricing is now a function of policy headlines, not just economic fundamentals. “Uncertainty is risk. And when investors sense more of it, they demand more yield. That makes loans more expensive and deal volume drops.” Positive Leverage or No Leverage: Sponsor Guidance Asked what CRE sponsors and investors should be doing in the next 3–12 months, Orest's answer is clear: Seek positive leverage from Day One – don't rely on NOI lifts growth to bail you out. Consider no leverage at all if you're sitting on cash and don't want to risk default. Underwrite conservatively and turn over every rock. The deal you don't do may save you. “If you buy with positive leverage, great. If not, maybe don't borrow at all.” Special Servicing > Delinquencies For investors and borrowers watching for cracks in the market, Orest recommends a lesser-known but more reliable signal: the special servicing rate in CMBS. Loans enter special servicing before they go delinquent, usually triggered by pending lease expirations, tenant loss, or anticipated refinance trouble. This metric has been rising and, unlike delinquencies, tends to stay elevated longer. Sponsors should watch this closely. Local Policy Risk: The Property Tax Squeeze Orest flags an emerging risk with local governments under fiscal stress. Cities like San Francisco, where office values have cratered, still rely on CRE for a large share of tax revenue. If values fall but municipalities resist cutting spending, expect tax rates to rise, eroding asset value further. “Where do cities go when they need money? To the deep pockets. And that's commercial real estate.” Industrial and Insurance: Still in the Crosshairs While multifamily has absorbed most of the press, Orest highlights risk building in other sectors: Industrial may face headwinds from tariffs disrupting trade flows and warehouse demand. Insurance costs, especially in hurricane-prone areas, continue to rise, sometimes outpacing rent growth. In one example, he cited an apartment property in Tampa where gross revenue rose 50% in five years, but expenses outpaced it, limiting refinance options. Geopolitics, De-Dollarization, and Exorbitant Privilege One of my concerns is about broader macro risks – de-dollarization, loss of U.S. financial credibility, and capital flight from Treasuries. Orest acknowledged these as tail risks but noted they're not front of mind for most market participants… yet. Still, if foreign buyers ever pull back on U.S. Treasuries, that could cause a spike in long-term rates, forcing CRE valuations down and capital costs up. It's not imminent, but it's worth tracking. “If China and Japan stop buying Treasuries, we've got a real problem. All bets are off.” Final Thought The key insight from this episode: the market is functioning but only just. Liquidity is back, but it's conditional. Optimism exists, but it's fragile. And sponsors must walk a tightrope between opportunity and overextension. Orest's advice? Borrow smart. Underwrite for today's risks – not yesterday's assumptions. And remember: your best defense in uncertain times is positive leverage and deep diligence. *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing. With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection. Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000
Donald Trump said he wanted to save the dominance of the US dollar as the global reserve currency, but his aggressive tariff threats and trade war are accelerating dedollarization. Countries and foreign investors are selling US stocks and bonds (Treasury securities, ie, US government debt), seeking alternative reserve assets. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=VnWnyL3WGjg Topics 0:00 Donald Trump's plan 0:24 (CLIP) Trump on dedollarization 0:51 (CLIP) Trump on dollar dominance 1:23 Dedollarization 2:00 BRICS 2:48 Financial markets are de-dollarizing 4:11 Blowback 5:06 Trump's "Liberation Day" tariffs 5:25 Trade war on China 5:49 US "grand encirclement" plan 6:35 China & Vietnam deepen ties 7:11 China, South Korea, Japan cooperate 7:56 Japan pushes back against USA 9:16 US bond market problems 10:43 Foreign holders of US Treasuries 11:13 China's US Treasury holdings 12:17 China is de-dollarizing 12:46 US asset seizures 14:03 China's dedollarization 15:17 Mar-a-Lago Accord means default 16:58 China de-dollarizes its reserves 19:00 Central banks buy gold 20:53 Gold price skyrockets 22:05 USD falls against yen & euro 23:21 Japanese & European bonds 24:35 Exchange rate risk 25:22 Japanese investors sell US assets 27:26 Dedollarization accelerates 28:37 Multipolar currency world 29:46 US current account deficit 30:40 Foreign holdings of US Treasuries 31:57 Scott Bessent fails to lower yields 32:30 Interest payments on US debt 33:20 Federal Reserve chair Jerome Powell 33:58 Dedollarization will continue 34:52 Outro
David Schassler discusses the long-term market impact of U.S. tariff policies. He says the U.S. is causing uncertainty and volatility, accelerating de-dollarization and making gold and Bitcoin more attractive. He also sees potential for Bitcoin to rally hard in the long term, despite near-term downside risks.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Michael Steinmann, CEO of Pan American Silver, attributes record-high gold prices to global de-dollarization and central bank buying. “The fear of all these countries de-dollarizing and all the central banks that are buying gold... that's really the reason why we see that all-time high gold price happen,” he tells Daniela Cambone at the PDAC conference in Toronto in early March.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310
Is the dollar in trouble? Is it doomed? People are starting to talk about a growing trend of "de-dollarization." But what does that mean? And why does it matter? In this episode of the Money Metals' Midweek memo, host Mike Maharrey talks about de-dollarization, why it's happening, and the potential ramifications. He explains how the weaponization of the dollar has hastened de-dollarization and why even a small decline in the dollar's global reserve status could be disastrous. He also discusses how the de-dollarization trend could drive gold much higher than most people realize.
WILL THE U.S. DOLLAR REIGN as superior forever. Today, I will make the case that it's safe as the world's currency at present, but is fading into eternity-along all other past fiat currencies. As such, one day, NO, the U.S. Dollar will not be the main currency used by all countries. It's not a matter of IF but WHEN. Let's get started.Please Support Our Channel which is greatly appreciated by simply SUBSCRIBING. That is greatly appreciated and helps us quite a bit.Join Our Community at: StevenGarofalo.ComBecome a supporter of this podcast: https://www.spreaker.com/podcast/reason-for-truth--2774396/support.
Matt Riley: The BRICS vs. Trump, Gold, Silver, De-Dollarization, & 'The Unit' We haven't heard a lot about the BRICS and their de-dollarization plans in recent months following their October summit in Kazan, Russia. But that doesn't mean that nothing's been happening, especially as the BRICS now face threats from Donald Trump that any country that tries to de-dollarize will be kicked out of the western system. So where does that leave us? Log on for the live call at 1 PM eastern on Tuesday with Matt Rile of EF Bullion to find out! - Follow Matt Riley on twitter at: https://x.com/EFbullion - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise
Jim Willie: How BRICS, Gold Will Respond To Trump Tariff & De-Dollarization Threats Donald Trump recently threatened to ostracize any BRICS nations that continue their efforts to de-dollarize. And given some of the trade and military wars currently ongoing, that creates a potentially volatile situation that could go a variety of ways. Fortunately Dr. Jim Willie is here to check in with his thoughts on the matter, and how he sees it all playing out. He talks about Trump's recent statement, how he thinks the BRICS will respond, and of course where this leaves gold and silver. To find out more, click to watch the video now! - To get access to the great Dr. Willie's research in The Hat Trick letter go to: https://www.golden-jackass.com/ - To find out more about Silver Viper and their plans to being drilling go to: https://silverviperminerals.com/ - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - To get your very own 'Silver Chopper Ben' statue go to: https://arcadiaeconomics.com/chopper-ben-landing-page/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get your copy of 'The Big Silver Short' (paperback or audio) go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice #gold And remember to get outside and have some fun every once in a while!:) (URL0VD) This video was sponsored by Silver Viper Minerals, and Arcadia Economics does receive compensation. For our full disclaimer go to: https://arcadiaeconomics.com/disclaimer-silver-viper-minerals/Subscribe to Arcadia Economics on Soundwise
On this week's episode of the Trade Guys, we talk about the BRICS Summit and efforts to move away from dollar dominance, the G20 Trade and Investment Ministers' Meeting, and a new study from the Peterson Institute's Robert Lawrence that assesses recent U.S. efforts to re-shore manufacturing jobs.
While the US dollar is the world's “reserve” currency—at least for now—the reckless spending and money creation policies of the US government place the dollar in peril. Original article: Can America Survive Global De-Dollarization?
Pepe Escobar Shares Update on BRICS De-Dollarization Progress We're now on day to of this year's BRICS Summit, that is largely focused around the BRICS efforts to continue de-dollarizing their economies. Journalist Pepe Escobar has issued several reports on the BRICS plans throughout this year, including a the possibility of a 40% gold-backed currency unit, and there was an update from him on Tuesday. So here's a short update with what he had to say. - Get access to Arcadia's Daily Gold and Silver updates here: https://goldandsilverdaily.substack.com/ - Join our free email list to be notified when a new video comes out: click here: https://arcadiaeconomics.com/email-signup/ - Follow Arcadia Economics on twitter at: https://x.com/ArcadiaEconomic - To get on the waiting list for your very own ´Silver Chopper Ben´ .999 fine silver statue click here: https://arcadiaeconomics.com/get-a-chopper-ben/ - To get your paperback or audio copy of The Big Silver Short go to: https://arcadiaeconomics.com/thebigsilvershort/ - Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 - #silver #silverprice And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise
Jim Willie: Expectations For BRICS Summit, 'The Unit', & De-Dollarization In part 2 of our interview with Jim Willie he talks about what he believes is happening with the BRICS, their proposal for a partially gold-backed 'Unit,' and the current status of their de-dollarization plans. As always, Jim had plenty to say, and you'll want to click to watch this one now! - To get access to Jim's research at The Hat Trick Letter go to: https://www.golden-jackass.com/ - To join our free email list and never miss a video click here: https://arcadiaeconomics.com/email-signup/ - To get on the waiting list for your very own ´Silver Chopper Ben´ sterling silver figurine click here: https://arcadiaeconomics.com/get-a-chopper-ben/ - To get your paperback or audio copy of The Big Silver Short go to: https://arcadiaeconomics.com/thebigsilvershort/ Find Arcadia Economics content on these sites: YouTube - https://www.youtube.com/user/ArcadiaEconomics Rumble - https://rumble.com/c/ArcadiaEconomics Bitchute - https://www.bitchute.com/channel/kgpeiwO1dhxX/ LBRY/Odysee - https://odysee.com/@ArcadiaEconomics:5 Listen to Arcadia Economics on your favorite Podcast platforms: Spotify - https://open.spotify.com/show/75OH2PpgUpriBA5mYf5kyY Apple - https://podcasts.apple.com/us/podcast/arcadia-economics/id1505398976 Google-https://podcasts.google.com/feed/aHR0cHM6Ly9teXNvdW5kd2lzZS5jb20vcnNzLzE2MTg5NTk1MjMzNDVz Anchor - https://anchor.fm/arcadiaeconomics Amazon - https://podcasters.amazon.com/podcasts Follow Arcadia Economics on these social platforms Twitter - https://twitter.com/ArcadiaEconomic Instagram - https://www.instagram.com/arcadiaeconomics/ #silver #silverprice And remember to get outside and have some fun every once in a while!:) (URL0VD)Subscribe to Arcadia Economics on Soundwise
Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers:https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ More countries are accepting Chinese yuan in global trade. The yuan's share of cross-border payments has risen to 52%, while the dollar's has fallen to 42%. In this video, Mr. Henderson covers the de-dollarization taking place and reveals what will replace dollar dominance, as well as what you can do to prepare. Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ DISCLAIMER: The information in this video should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.
The Hard Truth with Tony Shaffer – As the BRICS nations pool together to establish a new gold-backed currency and payment system, a global de-dollarization movement is in full swing. The Biden administration has not done the dollar any favors through its inflationary policies and excessive spending/printing of our fiat currency. Swiss America Trading CEO and host of the Secret War on Cash podcast Dean Heskin talks with Tony Shaffer about it on The Hard Truth.
Donald Trump has threatened that, if he comes back as US president, he will impose 100% tariffs on countries that drop the dollar, trying to cut off their trade. Ben Norton discusses how this will accelerate the global dedollarization movement, incentivizing more nations to join China, Russia, and BRICS in seeking financial alternatives. VIDEO: https://www.youtube.com/watch?v=4sYacRjSND4 Check out our related video "De-dollarization: China drops US Treasury bonds, instead buys gold, oil, metals": https://www.youtube.com/watch?v=z-bnIrbZjaM Topics 0:00 (Clip) Trump threatens countries that drop US dollar 0:49 De-dollarization 2:06 (Clip) Trump pledges tariffs on nations that de-dollarize 2:24 Dollar system is not a "public good" 3:03 BRICS 3:49 BRICS Bank (New Development Bank) 4:33 Brazil's Lula calls to drop US dollar 5:10 China & Brazil de-dollarize trade 5:35 China & Russia de-dollarize trade 6:01 Russia & Iran de-dollarize trade 6:10 Southeast Asia (ASEAN) de-dollarizes 7:05 (Clip) Trump: "I would not allow countries to go off the dollar" 7:37 Trump's plans to punish independent countries 8:22 Dollar system and US imperial decline 10:00 China is biggest trading partner of most countries 11:11 BRICS GDP (PPP) is bigger than G7 12:27 Largest economies on Earth (Rise of Global South) 14:01 US imperialism is in crisis 16:27 China's share of global trade 16:40 China de-dollarizes its trade 20:10 China buys oil & gas in yuan/renminbi 21:56 De-dollarization of trade vs savings (investment & reserves) 22:40 China dumps US Treasury securities 25:11 China's central bank buys gold 25:56 JP Morgan report on dedollarization 27:07 Multipolar financial world 29:01 Outro
STARTS AT 10PM ET: Join me live for an important discussion about Venezuela, BRICS, CIA color revolutions, and de-dollarization.Show more Win 5 oz of free silver: https://maninamerica.com/win/ To learn more about investing in gold & silver visit - http://goldwithseth.com, or call 626-654-1906 For high quality storable foods and seeds, visit http://heavensharvest.com and use promo code SETH to save 15% on your order. Save up to 66% at https://MyPillow.com using Promo Code - MAN LISTEN VIA PODCAST: Apple: https://apple.co/3bEdO1S Spotify: https://spoti.fi/3u9k8Vd Podbean: https://bit.ly/3A4Jasy iHeart: https://bit.ly/3npOBea FOLLOW AND WATCH: Website: https://maninamerica.com/ Telegram: https://t.me/maninamerica Truth Social: https://truthsocial.com/@maninamerica Banned.Video: https://banned.video/channel/man-in-america Rumble: https://rumble.com/c/ManInAmerica YouTube: https://www.youtube.com/c/maninamerica Gab: https://gab.com/ManInAmerica Facebook: https://www.facebook.com/ManInAmerica Gettr: https://gettr.com/user/maninamerica Twitter: https://twitter.com/ManInAmericaUS Parler: https://parler.com/user/ManInAmerica SafeChat: https://safechat.com/channel/2776713240786468864 Tik Tok: https://www.tiktok.com/@maninamerica2 Instagram: https://www.instagram.com/maninamericaus Content Managed by ContentSafe.co CSID: 75e61bfcdad1a8c4 See omnystudio.com/listener for privacy information.
Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureTrump is now showing the people that there is another way. While Biden and the Fed destroy the economy Trump is showing the people he will put money back in their pockets. The BRICS are now moving to detach from the Federal Reserve Note. The [DS] is losing its grip on the world. It has already started in Europe, the left is losing their power the people are voting them out. Next will be the US. Soon the [D] party will cease to exist once it is all exposed. The [DS] is beginning to change their narrative on the election, they went from Trump must accept the results that Trump is going to rig the election. The [DS] realizes they do not have the same ability to cheat like they did before, the only alternative is to delay and not certify, both will fail. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/KobeissiLetter/status/1799909857589387410 the middle of a recession when unemployment suddenly spiked. Meanwhile, the US economy has added more than 100,000 jobs each month for 40 consecutive months. A recent surge in part-time jobs is creating an illusion of a strong consumer. In reality, millions of Americans are working multiple jobs just to pay their bills. Trump Blasts Biden for Hiring 88,000 IRS Agents to Target Middle Class and Hardworking Americans wasn't here to watch. Biden could never, and will never, get done what I've proposed - Just like he never got Student Loan Forgiveness done. With Biden, it's ALL TALK, AND NO ACTION. Hopefully Rank and File Union Members, Union Leadership itself, and Workers all over the Country, both Union and Non-Union, will support Donald J. Trump, because I'm NO TALK AND ALL ACTION! TRUMP KEEPS HIS PROMISES, AND STANDS WITH OUR GREAT WORKERS. PROMISES MADE, PROMISES KEPT! Source: thegatewaypundit.com BRICS Summit Begins with Goal of Ditching U.S. Dollar The foreign ministers of BRICS member nations – and another 13 countries interested in collaborating with the anti-Western bloc – convened in Russia on Monday for a meeting outside of the confines of the BRICS annual summit to discuss, among other issues, ways to expand trade without the use of the U.S. dollar. “The proactive work is underway on fulfillment of decisions of the Johannesburg summit of the last year, specifically as regards improvement of the international monetary system and development of a platform for payment in national currencies in mutual trade,” Russian Foreign Minister Sergey Lavrov said on Monday. The vast majority of international trade is conducted using the U.S. dollar, bolstering the strength of the American currency and leaving nations open to potential sanctions damage. Given the growing number of sanctions imposed on Russia and China is response to a litany of human rights abuses committed by their dictatorships, both countries have spearheaded efforts both in BRICS and beyond to “de-dollarize” their economies, ideally rendering them immune from sanctions. “De-Dollarization” was a major topic of discussion at the 2023 BRICS summit, in the short term by replacing the dollar with the Chinese yuan or the Russian ruble. In the long term, however, BRICS representatives have suggested that the member nations of that coalition could create their own currency to protect its members from sanctions or any human rights requirements Western nations may demand. Source: breitbart.com Political/Rights JUST IN: Hunter Biden Declines to Testify in Criminal Gun Trial Closing arguments will begin Monday afternoon afte...
The U.S. government has been able to expand way beyond its means for over century. In one of history's greatest ironies, the government in the “land of the free,” turned itself into the biggest government in the history of the world. This was largely possible because other nations have used the U.S. dollar (often reluctantly) as a reserve currency. That reluctance has turned to outright rejection. De-dollarization has become a significant trend against the globe-trotting U.S. government.