Podcasts about Debasement

  • 185PODCASTS
  • 316EPISODES
  • 42mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Feb 10, 2026LATEST
Debasement

POPULARITY

20192020202120222023202420252026


Best podcasts about Debasement

Latest podcast episodes about Debasement

Choses à Savoir ÉCONOMIE
Qu'est-ce que le "debasement trade" ?

Choses à Savoir ÉCONOMIE

Play Episode Listen Later Feb 10, 2026 2:32


Dans le jargon financier, le « debasement trade » désigne un pari simple dans son principe : se protéger contre la perte de valeur des grandes monnaies, au premier rang desquelles le dollar. Le mot debasement renvoie à une pratique ancienne : au Moyen Âge, les souverains réduisaient la quantité de métal précieux dans les pièces pour financer leurs dépenses. Aujourd'hui, la logique est la même, mais elle passe par la création monétaire.Pourquoi ce pari revient-il au centre des débats économiques ? Parce que depuis la crise financière de 2008 — et plus encore depuis la pandémie — les grandes banques centrales ont injecté des montants sans précédent dans l'économie. La Federal Reserve, par exemple, a multiplié son bilan par plus de huit depuis 2007. Cette création monétaire soutient la croissance et évite les crises systémiques, mais elle alimente une crainte : chaque dollar nouvellement créé dilue la valeur des dollars existants.Le debasement trade consiste donc à acheter des actifs supposés résister à cette dilution monétaire. Historiquement, l'or est le pilier de cette stratégie. Sa quantité est limitée, il n'est la dette de personne, et il a servi de réserve de valeur pendant des millénaires. Mais aujourd'hui, la palette s'est élargie : matières premières, immobilier, actions liées aux ressources… et, plus récemment, actifs numériques rares.Si l'on en parle autant, c'est aussi parce que l'inflation est revenue dans les économies développées. Entre 2021 et 2023, les États-Unis et l'Europe ont connu leurs plus fortes hausses de prix depuis quarante ans. Même si l'inflation ralentit, un doute persiste : les États surendettés peuvent-ils vraiment défendre la valeur de leur monnaie sans provoquer une récession majeure ? Pour beaucoup d'investisseurs, la réponse est incertaine, et c'est précisément cette incertitude qui alimente le debasement trade.Ce mouvement n'est plus marginal. De grands acteurs financiers en parlent ouvertement. Des sociétés comme BlackRock évoquent régulièrement la question de la dépréciation monétaire dans leurs analyses de long terme. Certaines entreprises cotées, comme MicroStrategy, ont même fait de cette thèse un axe central de leur stratégie financière, estimant que conserver trop de liquidités en monnaie fiduciaire revient à accepter une perte de pouvoir d'achat programmée.En réalité, le debasement trade n'est pas un pari sur l'effondrement imminent du dollar. C'est un pari de couverture, presque défensif : l'idée que, dans un monde de dettes massives et de création monétaire structurelle, la monnaie n'est plus un refuge, mais un actif à risque. Et c'est précisément pour cela que ce concept, longtemps réservé aux initiés, est désormais au cœur du débat économique. Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

Holland Gold
“50% kans op een Beurscorrectie” | Dit Edelmetaal kan enorm gaan stijgen – Jeroen Vandamme

Holland Gold

Play Episode Listen Later Feb 10, 2026 69:18


Yael Potjer spreekt met financieel analist Jeroen Vandamme, een van de best bewaarde Vlaamse geheimen op het gebied van beleggen en edelmetalen. Het gesprek gaat over een dreigende beurscorrectie, de volatiele zilverprijs en de vraag welk edelmetaal het meeste potentieel heeft.Jeroen maakt zich zorgen over een stevige correctie op de aandelenmarkten in 2026. Waar komen die zorgen vandaan, en hoe kun je je als belegger hier het beste op voorbereiden?Ook bespreken ze de uitzonderlijk volatiele edelmetaalmarkt. Kan de zilverprijs nog verder corrigeren? Hoe relevant is Project Vault van Trump voor zilver en andere strategische metalen? En wat zit er precies achter de sterke stijging van de goudprijs?Daarnaast geeft Jeroen een uitgebreide masterclass over platina, een edelmetaal dat nog schaarser is dan goud en historisch gezien vrijwel altijd hoger noteerde. Is platina momenteel een unieke kans voor beleggers?Tot slot komen ook goudmijnaandelen, palladium en bitcoin aan bod.Bekijk de website van Jeroen Vandamme: https://analyse.be/Jeroen Vandamme op X: https://x.com/Vandamme_JeroenOverweegt u om goud en zilver aan te kopen? Dat kan via de volgende website: https://bit.ly/3xxy4sYTimestamps00:00 Intro02:08 Correctie Aandelen?05:10 Stijgende Rente07:27 Cash posities10:00 Centrale banken & Japan13:24 Voorbereiden op beurscorrectie15:58 Aandelen, edelmetaal & cash17:28 Edelmetaalmarkt volatiel: goud & zilver19:14 Nieuwe correctie zilverprijs?22:24 Debasement trend23:50 Project Vault & Mineralencrisis26:55 Aanbod zilver & zilvermijnen29:24 Goud & China32:50 Goud, zilver, platina of palladium?34:04 De geschiedenis van platina38:38 Platina en de auto-industrie41:35 Platina is schaarser dan goud46:20 Platinaprijs57:36 Palladium1:00:04 Goudmijnaandelen1:03:55 Bitcoin1:07:42 WinactieTwitter:@Hollandgold:   / hollandgold  @paulbuitink:   / paulbuitink  Yael Potjer op X: https://x.com/GoedWeerGenieteLet op: Holland Gold vindt het belangrijk dat iedereen vrijuit kan spreken. Wij willen u er graag op attenderen dat de uitspraken die worden gedaan door de geïnterviewde niet persé betekenen dat Holland Gold hier achter staat. Alle uitspraken zijn gedaan op persoonlijke titel door de geïnterviewde en dragen zo bij aan een breed, kleurrijk en voor de kijker interessant beeld van de onderwerpen. Zo willen en kunnen wij u een transparante bijdrage en een zo volledig mogelijk inzicht geven in de economische marktontwikkelingen. Al onze video's zijn er enkel op gericht u te informeren. De informatie en data die we presenteren kunnen verouderd zijn bij het bekijken van onze video's. Onze video's zijn geen financieel advies. U alleen kunt bepalen hoe het beste uw vermogen kunt beleggen. U draagt zelf de risico's van uw keuzes.Bekijk onze website: https://www.hollandgold.nl

Holland Gold
Crash Zilverprijs: Manipulatie of gezonde correctie? | Paul Buitink over Volatiele Edelmetaalmarkt

Holland Gold

Play Episode Listen Later Feb 5, 2026 34:16


Yael Potjer spreekt met Paul Buitink over de “meest volatiele maand ooit” voor edelmetaal.Ze bespreken onder andere:Wat zit er achter de correctie van afgelopen week?Kunnen we nog een verdere correctie verwachten in goud en zilver?Hoe ga je als belegger om met extreme volatiliteit?Wordt de zilverprijs gemanipuleerd en hoe werkt de zilvermarkt?Waarom is zilver volatieler dan goud?Blijft de debasement trade bestaan en kan de goudprijs opnieuw stijgen?Papieren versus fysiek edelmetaalHoe staat het met het (mogelijke) zilvertekort?Goud, zilver of platina: wat kies je?Overweegt u om goud en zilver aan te kopen? Dat kan via de volgende website: https://bit.ly/3xxy4sYTimestamps00:00 Intro01:55 Edelmetaalmarkt extreem volatiel04:52 Crash zilver & goud: manipulatie zilver?08:38 Zilvermarkt: papier, fysiek & manipulatie?13:19 Waarom is zilver volatieler dan goud?14:40 Debasement trade19:04 Komt er nog een correctie?20:28 Fysiek edelmetaal & Tekort Zilver24:20 Drukte bij Holland Gold27:50 Goud, Zilver of Platina?28:54 Goud terughalen uit VS?30:09 Bitcoin31:18 Betaalpas bij edelmetaalrekening?Twitter:@Hollandgold:   / hollandgold  @paulbuitink:   / paulbuitink  Yael Potjer op X: https://x.com/GoedWeerGenieteLet op: Holland Gold vindt het belangrijk dat iedereen vrijuit kan spreken. Wij willen u er graag op attenderen dat de uitspraken die worden gedaan door de geïnterviewde niet persé betekenen dat Holland Gold hier achter staat. Alle uitspraken zijn gedaan op persoonlijke titel door de geïnterviewde en dragen zo bij aan een breed, kleurrijk en voor de kijker interessant beeld van de onderwerpen. Zo willen en kunnen wij u een transparante bijdrage en een zo volledig mogelijk inzicht geven in de economische marktontwikkelingen. Al onze video's zijn er enkel op gericht u te informeren. De informatie en data die we presenteren kunnen verouderd zijn bij het bekijken van onze video's. Onze video's zijn geen financieel advies. U alleen kunt bepalen hoe het beste uw vermogen kunt beleggen. U draagt zelf de risico's van uw keuzes.Bekijk onze website: https://www.hollandgold.nl

The Investopedia Express with Caleb Silver
Debasement Trade About Face

The Investopedia Express with Caleb Silver

Play Episode Listen Later Feb 2, 2026 40:28


The shine came off of precious metals just as investors piled into the debasement trade on the heels of the Dollar's decline leaving a raft of questions about which assets to hold in times of uncertainty. We sift through the smelting pot, and Gargi Chaudhuri of Blackrock breaks it down and helps us refocus on the themes that will actually matter to investors this year. Plus, insiders are selling at multi-year highs, even though the stock market is showing signs of a healthy rotation. What do they know that we don't, and will the January effect be worthy of its legacy in 2026? Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Investopedia Express with Caleb Silver
Debasement Trade About Face

The Investopedia Express with Caleb Silver

Play Episode Listen Later Feb 2, 2026 40:28


The shine came off of precious metals just as investors piled into the debasement trade on the heels of the Dollar's decline leaving a raft of questions about which assets to hold in times of uncertainty. We sift through the smelting pot, and Gargi Chaudhuri of Blackrock breaks it down and helps us refocus on the themes that will actually matter to investors this year. Plus, insiders are selling at multi-year highs, even though the stock market is showing signs of a healthy rotation. What do they know that we don't, and will the January effect be worthy of its legacy in 2026? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Barron's Streetwise
Gold, Debasement, and Henry VIII

Barron's Streetwise

Play Episode Listen Later Jan 30, 2026 33:08


Plus, Jack answers listener questions on Fannie Mae, profit taking, and scrip dividends.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Bitcoin Magazine
Debasement vs Redollarization: Gold, Tether & Bitcoin Shaping the New Monetary Order | BPH Ep. 26

Bitcoin Magazine

Play Episode Listen Later Jan 30, 2026 53:27


Why did Tether launch a U.S. stablecoin now? Why does Coinbase have so much influence in Congress? And what's really behind the SEC–CFTC harmonization push? Bitcoin Policy Hour breaks down the biggest regulatory stories shaping Bitcoin's future plus a deep look at the debasement trade driving gold, silver, and potentially Bitcoin higher.

Chit Chat Money
Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME

Chit Chat Money

Play Episode Listen Later Jan 30, 2026 67:06


The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(01:37) Microsoft's Earnings Breakdown(04:18) CapEx and Cloud Commitments(10:08) Meta's Earnings(12:38) Tesla's Earnings(28:18) Investments in AI (33:59) The State of the Automotive Market(36:04) Tesla's Valuation and Future Prospects(40:33) The Musk Empire and Its Financial Maneuvering(43:23) ASML's Growth and Market Position(46:14) GameStop and Michael Burry's Investment Philosophy(50:50) Small Cap Insights: Vital Farms(55:03) The Surge of Silver and Gold Prices(01:03:58) Meme Stocks and Market Speculation*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

DeFi Decoded
Dollar Debasement, CLARITY, Tokenization Supercycle and More with Bill Barhydt of Abra and Perianne Boring of The Digital Chamber

DeFi Decoded

Play Episode Listen Later Jan 29, 2026 40:44


Join Alex Tapscott as he decodes the world of crypto with Bill Barhydt, Founder and CEO of Abra, and Perianne Boring, Chair of the Board of Directors of The Digital Chamber. Listen in as they discuss why crypto feels like it's at an inflection point, Bill's macro case for a liquidity-driven risk-on setup (and why gold may be leading while Bitcoin lags), how stablecoin legislation has shifted the policy battleground toward rewards and yield as banks push to protect deposits, why agencies (SEC/CFTC/Treasury) can move fast but market-structure laws are needed to future-proof regulatory clarity, how committee politics and "pathway" strategy can make or break a bill's progress (including the fallout from Coinbase stepping back), and what the Clarity debate could mean for exchanges, developers, and DeFi—ranging from new growth catalysts to potential constraints depending on how rules get written and enforced.

Intégrale Placements
Le déchiffrage : Le "debasement trade" prend de l'ampleur - 29/01

Intégrale Placements

Play Episode Listen Later Jan 29, 2026 13:19


Ce jeudi 29 janvier, Antoine Larigaudrie a reçu Olivier Lechevalier, directeur général de Defthedge, dans l'émission Tout pour investir sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

Economy Watch
The debasement trade gathers momentum

Economy Watch

Play Episode Listen Later Jan 21, 2026 3:51


Kia ora,Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.Today we lead with news it is all about the 'debasement trade" today - Trump debasing US public policy resulting in a rush to gold, a jump in US Treasury yields, and a fall in the greenback. Equities and cryptos are falling.In the US overnight, there was another good rise mortgage applications, largely on the back of a rush of refinance activity as 30 year mortgage rates eased.However December data for pending home sales took an unusually large dip from November to be -3.0% lower than year ago levels.In Canada, producer prices actually fell in December, unexpected because a small rise was anticipated. That puts them +4.9% higher than year ago levels, the slowest rise since August.In Indonesia, they reviewed their policy rate overnight, leaving it at 4.75% as expected.In Europe, the European Parliament has suspended the approval of a key US trade deal agreed in July in protest at Trump's demand to take over Greenland. Both Trump and some of his cabinet are at Davos, and in full arrogant insult mode.In Australia, the Westpac–Melbourne Institute Leading Economic Index inched up 0.1% in December from November to +0.42%, following the no-change in the previous month. The recent uptick is led by commodities and an improved homebuilding outlook. But the December rise was less than expected. A year ago its was +0.25%, so nearly a doubling since that tame benchmark.We should perhaps also note that cocoa prices have fallen sharply today, back to US$4400/tonne and the same level as two years ago. You may recall they reached US$12,250/tonne in April 2024 at the height of its surge.The UST 10yr yield is now just on 4.28%, unchanged from this time yesterday. Wall Street is in its Wednesday session with the S&P500 recovering +0.3% but the earlier much larger recovery gains (over +1%) seem to be fading. The S&P500 has fallen a net -1.8% in the past two days, so far. It's the same for the Nasdaq which is now back with a small loss today, down -2.2% for the same two days. The price of gold will start today at US$4843/oz, and up another +US$93 from yesterday and a new record again. Silver is lower at US$93.50/oz and off its record high.American oil prices are up a bit more than +50 USc from yesterday at just on US$60.50/bbl, while the international Brent price is unchanged at just under US$65/bbl.The Kiwi dollar is holding from yesterday, still at just under 58.5 USc. Against the Aussie we are down -30 bps at 86.4 AUc. Against the euro we are up +20 bps at just on 50 euro cents. That all means our TWI-5 starts today just on 62.5, and unchanged from yesterday and still its highest since early October.The bitcoin price starts today at US$87,927 and down -2.0% from this time yesterday. Volatility over the past 24 hours has been modest at just on +/- 1.4%. And we perhaps should note that the $TRUMP memecoin has plunged more than -90% from its peak a year ago, burning its adherents bigtime.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again tomorrow.

Onramp Media
Why Morgan Stanley, Walmart, Rumble & Silicon Valley Are Betting BIG on Bitcoin

Onramp Media

Play Episode Listen Later Jan 13, 2026 62:02


Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:30 - Morgan Stanley's Bitcoin ETF Filing12:30 - Rumble and Tether's Crypto Wallet Launch18:07 - Walmart's One Pay Bitcoin Integration29:49 - Early Riders Team Updates31:58 - The White Paper: A Manifesto For All Future Capital Allocation34:26 - Building Bridges: Traditional Finance Meets Bitcoin36:47 - The Bitcoin Standard: A New Era of Capital Formation38:46 - Debasement and the Search for Sound Money43:30 - The Future of Venture Capital: Aligning Incentives47:03 - AI and the New Age of Entrepreneurship55:24 - Onramp for Everyone: Expanding Access to BitcoinIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://bitcoin.docsend.com/view/aan9dw6fkd2z746ehttps://www.bloomberg.com/news/articles/2026-01-09/walmart-backed-super-app-onepay-hits-4-billion-valuation?embedded-checkout=truehttps://www.msn.com/en-us/money/savingandinvesting/morgan-stanley-is-betting-big-on-digital-assets-workplace-services-and-private-markets-how-they-tie-together/ar-AA1TP8N5https://x.com/sytaylor/status/2009236033603244517?s=20https://www.bloomberg.com/news/articles/2026-01-12/stanchart-said-to-prepare-crypto-expansion-with-prime-brokerage?embedded-checkout=truehttps://x.com/faryarshirzad/status/2008898606317687058?s=20https://x.com/aakashgupta/status/2007666720656511233https://decrypt.co/353693/morgan-stanley-registers-bitcoin-solana-funds-sechttps://corp.rumble.com/blog/rumble-and-tether-launch-crypto-wallet-for-creator-economy/Keep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/

Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)
Bitcoin kein debasement Trade mehr? FED Chair angeklagt, schlecht für BTC? Iran's Rial kollabiert - gut für Bitcoin? Senatoren wollen Entwickler mit Krypto Gesetz schützen, SEC Chair: Es bleibt abzuwarten ob BTC von Venezuela beschlagnahmt werden

Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)

Play Episode Listen Later Jan 13, 2026 9:56


WTFinance
Stock Market Implosion as Gold & Silver Rise with Michael Oliver

WTFinance

Play Episode Listen Later Jan 7, 2026 40:19


Interview recorded - 6th of January, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Oliver. Michael is the founder of Momentum Structural Analysis.During our conversation we spoke about Michael's market overview, whether silver can continue to go higher, miners, the debasement trade, undervalued assets and more. I hope you enjoy!0:00 - Introduction1:37 - Overview of markets11:28 - Can silver get bigger?16:33 - Miners21:18 - Equities outlook27:08 - Debasement trade28:23 - Undervalued assets?33:51 - AI bubble38:53 - One message to takeawayJ. Michael Oliver entered the financial services industry in 1975 on the Futures side, joining E.F. Hutton's International Commodity Division, headquartered in New York City's Battery Park. He studied under David Johnston, head of Hutton's Commodity Division and Chairman of the COMEX.In the 1980s Mike began to develop his own momentum-based method of technical analysis. He learned early on that orthodox price chart technical analysis left many unanswered questions and too often deceived those who trusted in price chart breakouts, support/resistance, and so forth.In 1987 Mike technically anticipated and caught the Crash. It was then that he decided to develop his structural momentum tools into a full analytic methodology.In 1992 the Financial VP and head of Wachovia Bank's Trust Department asked Mike to provide soft dollar research to Wachovia. Within a year, Mike shifted from brokerage to full-time technical research. He is also the author of The New Libertarianism: Anarcho-Capitalism.Michael Oliver - Website - https://www.olivermsa.com/Twitter - https://twitter.com/Oliver_MSAWTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Squawk on the Street
SOTS 2nd Hour: Debasement Trade, Software Vs. Hardware, & Trump's High Stakes Mar-A-Lago Meetings 12/29/25

Squawk on the Street

Play Episode Listen Later Dec 29, 2025 43:48


Sara Eisen, and David Faber began the hour with a look at the precious metals rally - and why it's tied to the debasement trade - before discussing the broader market outlook with Trivariate's Adam Parker. Plus: is it time to go from hardware to software? Hear one veteran tech investor's take on why 2026 will see "mindblowing" advancements in the latter sector - and what it means for stocks... and former DOJ antitrust watchdog Jonathan Kanter's opinion on whether Nvidia's GROQ deal is a new way for companies to avoid scrutiny from regulators. Also in focus: a high stakes meeting today between the President and Israeli Prime Minister Benjamin Netanyahu - the team discussed the latest and what's at stake with former Council on Foreign Relations head Richard Haass.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Forward Guidance
How To Position In A "Slowdown" Regime | Market Radar

Forward Guidance

Play Episode Listen Later Dec 17, 2025 51:33


In this episode, the Market Radar team joins the show to discuss why markets have struggled to trend, how Market Radar's models navigate slowdowns versus true risk-off regimes, and what growth, inflation, and liquidity signals are actually saying beneath the headlines. We also cover finding real macro signals from the noise and their predictions for 2026. Enjoy! __ Follow Market Radar: https://x.com/themarketradar Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (03:29) Risk-Off Pivot (07:28) Unpacking System Triggers (12:26) Grayscale Ad (13:05) Regime Map: Growth vs Inflation Impulses (17:13) Inflation Expectations (23:02) Debasement & K-Shaped Economy (25:17) Finding Signal From Conflicting Inputs (32:17) Grayscale Ad (33:04) The Right Way To Think About Liquidity (40:36) 2026 Rate Cut Predictions (47:46) Economic Outlook & Being Systematic (50:49) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

Room to Run
Hate to Say I Told You So: QE, US Dollars, and the Debasement Trade

Room to Run

Play Episode Listen Later Dec 14, 2025 15:41


In this episode, Robert explains why the most important Fed move this week was not the rate cut everyone was debating, but a quieter shift that could reshape market liquidity. He walks through what renewed bond buying signals for monetary policy, why liquidity matters more than most macro headlines, and how this ties into the broader stimulus narrative taking shape. Robert also explores what this environment historically means for the dollar, hard assets, and small caps, and answers a listener question on positioning portfolios if policy turns decisively pro-liquidity. As the year wraps up, he reflects on sentiment, market leadership, and what could drive the next phase of the bull run.

The Korelin Economics Report
Brien Lundin & Jeff Christian – Silver's $60+ Surge & The “Debasement Trade” Playbook

The Korelin Economics Report

Play Episode Listen Later Dec 13, 2025


  This Weekend Show is all about precious metals momentum, and the why behind it. Brien Lundin argues we're watching the classic bull-market baton pass...

The KE Report
Brien Lundin & Jeff Christian - Silver's $60+ Surge & The “Debasement Trade” Playbook

The KE Report

Play Episode Listen Later Dec 13, 2025 55:27


This Weekend Show is all about precious metals momentum, and the why behind it. Brien Lundin argues we're watching the classic bull-market baton pass (silver + miners leading gold), while Jeff Christian breaks down what the data actually shows behind silver's explosive run above $60, and why volatility could cut both ways in the weeks ahead. Segment 1 & 2 - Brien Lundin, editor of Gold Newsletter and host of the New Orleans Investment Conference, joins the KE Report Weekend Show to break down his massive year-end issue - covering macro trends, metals and market outlooks, dozens of junior mining updates, and five new stock recommendations - while explaining why he sees silver and mining equities leading gold into a potentially strong seasonal early-2026 rally driven by the broader “debasement trade” and rising liquidity across commodities. Click here to learn more about the Gold Newsletter.   Segment 3 & 4 - Jeff Christian, Managing Partner at CPM Group, wraps up this Weekend Show to break down silver's explosive move above $60 - arguing it's being driven primarily by investor demand and momentum trading (not fabrication demand or a true short squeeze) - while also outlining why gold has lagged, how geopolitical/economic risks could keep precious metals supported into Q1 2026, and what shifting narratives around crypto-linked gold products, central bank activity, and the need for new mining supply could mean for metals and mining equities. Click here to visit the CPM Group website to learn more about the firm   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review!   For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests may own shares in companies mentioned.

investing trade silver managing partners playbook surge shad weekend show debasement brien lundin new orleans investment conference gold newsletter
SF Live
The Real Debasement Trade Has Begun | Peter St Onge

SF Live

Play Episode Listen Later Dec 12, 2025 46:29


Peter St. Onge breaks down the Fed cut, the real state of the economy, AI's hit to white-collar jobs, and why gold, silver, and Bitcoin are all moving on the same debasement trend. A sharp, fast conversation on markets, inflation, and where this cycle is heading.#federalreserve #ai #inflation -----------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

Pleb UnderGround
Institutional flows to surge into Bitcoin!

Pleb UnderGround

Play Episode Listen Later Dec 9, 2025 26:11


✔️ Hopium/Copium: Institutional flows about to surge into Bitcoin, Searches for Dollar "Debasement" soared, Bitcoin may be flashing early recession warnings, French banking giant to launch Bitcoin and crypto trading, Saylor in Abu Dhabi ✔️ Bolivia to integrate Bitcoin into its financial system ✔️ Fail: The Fed is turning into universal basic income for PhD economists ✔️ Bitcoin Privacy: BIP89 (Chain Code Delegation) ✔️ Sources: ► https://x.com/tftc21/status/1997372542106075502?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/w_s_bitcoin/status/1997496559676899615?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinnewscom/status/1997305024599482697?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinarchive/status/1997397806168829988?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/storopoli/status/1997056608275448025?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinmagazine/status/1997981227458932933?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/thechiefnerd/status/1997696612580352296?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://forklog.com/en/bolivia-to-integrate-stablecoins-into-financial-system/✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoins The information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

PineBridge Investments Insights Podcast
AI, Inflation, and the Debasement Trade - Real Estate in a Fragmented World

PineBridge Investments Insights Podcast

Play Episode Listen Later Dec 9, 2025 23:51 Transcription Available


Marc Mogull and Hani Redha dive into macro trends, technological change, inflation's “higher resting heart rate,” and the growing importance of asset scarcity and trust. 

TD Ameritrade Network
Inside the K-Shaped Economy & the ‘Debasement Trade'

TD Ameritrade Network

Play Episode Listen Later Dec 8, 2025 9:21


Jim Iuorio sees risks in Powell's comments after the Fed decision, but at the end of the day, believes the market is “still fine.” Jim thinks AI will be a “headwind to runaway inflation” and argues it is also behind weakness in the labor market. He discusses the “debasement trade” and why he's not giving up on it yet. Jim digs into the K-shaped economy, and notes the rare divergence between equity prices and sentiment. ======== 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

Mining Stock Daily
Jay Martin and David Garofalo: Navigating State Capitalism, Debasement and a New Era of Resource Investment

Mining Stock Daily

Play Episode Listen Later Dec 5, 2025 65:50


Mining Stock Daily welcomes back Jay Martin, CEO of Cambridge House and host of the Vancouver Resource Investment Conference (VRIC). Martin describes the current gold market as a "most textbook bull market", noting the methodical trickle of capital from hard assets to large-cap equities and now toward funded developers and early-stage companies with world-class assets. The conversation delves into the macro drivers, particularly the fact that the United States government took in record tariff revenue in October but still ran the highest October budget deficit on record, underscoring a continuous spending problem.In the second segment, MSD Correspondent Michael McCrae sits down with David Garofalo, CEO of Gold Royalty. Garofalo details how Gold Royalty has rapidly expanded from 18 royalties at its inception to over 250 today, highlighting its superior growth profile in the royalty universe and focus on low-risk jurisdictions like Nevada, Quebec, and Ontario. The conversation addresses the landmark transaction where the stablecoin company Tether bought an 8% stake in Gold Royalty, which Garofalo views as bringing a new pool of capital into the sector, seeking diversification from U.S. treasuries into hard assets. He also offers insights into the gold sector's future, calling gold a currency driven by the debasement of fiat currencies and predicting continued M&A among producers due to a decade-long decline in reserves. This episode of Mining Stock Daily is brought to you by... Revival Gold is one of the largest pure gold mine developer operating in the United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox has recently completed the business combination with Calibre Mining to create an Americas-focused diversified gold producer with a portfolio of mines in five countries, anchored by two high-profile, long-life Canadian gold mines, Greenstone and Valentine. Learn more about the business and its operations at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equinoxgold.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Moose on The Loose
Gold Rush - The Debasement Trade Explained

Moose on The Loose

Play Episode Listen Later Dec 3, 2025 11:03


The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I'm discussing the debasement trade and the sudden rush into gold and gold stocks. It's all about dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap

The Real Investment Show Podcast
11/25/25 The System Is Broken: What Money Really Means Now - Garrett Baldwin Interview

The Real Investment Show Podcast

Play Episode Listen Later Nov 25, 2025 54:02


The financial system we rely on today isn't what it used to be. From the Fed's creation of "reserves" instead of real money to the collateral-driven markets that emerged after 2008, Lance Roberts & Garrett Baldwin break down how the game has changed—and what it means for your wealth. We cover everything from repo markets, ETFs, and the Buffett Indicator to the rise of passive investing and why sovereign nations are quietly buying gold. Plus, we explore how debasement works in real terms—through asset prices, housing costs, and purchasing power—and why education about money is more important than ever for the next generation. If you've ever wondered how the system really works, or what comes next when "no one wants to buy the debt," this is your deep dive into the new era of money, markets, and wealth. 0:00 - INTRO 0:18 - The Substack Battle 3:15 - We are not printing money - the Fed's ability to create unlimited reserves; the multiplication of purchasing power has brought us to where we are today. 5:16 - How money is created (chart) 8:15 - Without REPO, Wall Street does not open How the system shifted after 2008 - more collateral-driven 11:47 - What Alan Greenspan did in 1999 - Slowing the Velocity of Money 14:45 - The System is broken - why we have to check in with Brussels, Frankfort, Japan before executing monetary policy Impact of passive investing 19:54 - Real Household Equity Ownership (chart) - inequity of wealth 21:08 - The folly of a 50-year mortgage How to really make housing more affordable CATH EFT 26:05 - How we got ETF's 28:35 - What happens when no one buys debt anymore? 31:02 - The Buffett Indicator - Valuations & Market trends 32:44 - The Construct of Debasement in asset prices, land, and output - what it really is 34:58 - Purchasing power of a dollar (Chart) 38:17 - The Damage Done by Stimmie checks 39:20 - The Hedge of Tomorrow (2024) What did the wealthy buy? 41:46 - Why Sovereigns Buy Gold 42:41 - Adapting as the Rules are Broken - The Nvidia Story 44:07 - Teaching Kids About Finance & Investing, Budgeting & Life Focus on Education with an eye to future earnings 49:45 - Stocks for Christmas STU 52:24 - Being the Author of your own Life #FinancialSystem #FederalReserve #MarketCycle #WealthInequality #GoldAndDebt

Bankless
“The Debasement Trade” - Luke Gromen on Gold, Bitcoin & The 100 Year Reset

Bankless

Play Episode Listen Later Nov 3, 2025


Luke Gromen makes the case that “debasement” isn't a trade, it's the new regime. We unpack why assets look strong in dollars yet stagnate in gold/Bitcoin terms, the global reserves shift back toward gold, how a U.S. gold reprice to $10k–$20k could fund a balance-sheet reset, the risks of “paper gold,” Bitcoin's potential catch-up (and a possible East=gold, West=BTC split), AI as an accelerant, and a pragmatic portfolio framework for navigating a 100-year reset. ------

Unchained
Ex-Citi Chief Economist on Gold, Bitcoin and the Debasement of the US Dollar - Ep. 935

Unchained

Play Episode Listen Later Oct 30, 2025 39:41


Gold may have history, but does it have a future? Former Citi Chief Economist Willem Buiter joins Unchained Executive Editor Steve Ehrlich to argue that gold's “6,000-year bubble” is long overdue to burst.  He explains why he thinks central banks should dump their bullion, why Bitcoin isn't a reliable store of value, and why fully backed stablecoins and central-bank digital currencies could define the next era of money. He also touches on Trump's influence on the Fed, tokenized deposits and the future of stablecoins. Thank you to our sponsors! Binance Guest: Willem Buiter, Independent Economic Advisor, Previously Global Chief Economist at Citigroup Timestamps:

Not Investment Advice
239: Amazon Automation & Job Cuts, Gold Drops, Debasement Trade, AI Music & NBA Betting Scandal

Not Investment Advice

Play Episode Listen Later Oct 29, 2025 51:53


The NIA boys discuss Amazon Automation & Job Cuts, Gold Drops, Debasement Trade, AI Music & NBA Betting ScandalTimestamps(00:00:00) - Intro(00:02:54) - Meme of the Week(00:03:39) - Amazon Automation & Job Cuts(00:23:06) - Gold Drops & Debasement Trade(00:28:47) - AI Music (00:40:51) - NBA Betting ScandalWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.

Simply Wall St
⁠⁠⁠⁠⁠Hedging Your Bets on The Debasement Trade

Simply Wall St

Play Episode Listen Later Oct 27, 2025 6:47


Simply Wall St Market Insights for the week ending 26th October 2025.To read the full article: ⁠⁠⁠⁠⁠Hedging Your Bets on The Debasement TradeCreate a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE account for Simply Wall St⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get access to these insights, and fundamental analysis on tens of thousands of stocks all over in the world!Get actionable insights with our upgraded ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Portfolio tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and make managing your stocks a breeze.Discover and follow new perspectives or share your ideas with other investors in our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠global community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Reduce your search time and find hidden opportunities that suit your goals with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠custom screeners.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn our investing framework by following our comprehensive 6-part "⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Invest with confidence⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠" series.Simply Wall St analyst Michael Paige has a position in NYSE:SPOT. Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.

Unf*cking The Republic
The Controlled Demolition of the U.S. Economy: Shadow Banks, Dollar Debasement and Basis Trades.

Unf*cking The Republic

Play Episode Listen Later Oct 24, 2025 48:12


The U.S. economy is headed for financial collapse. Repo market stress. Private credit market liquidity crunch. Subprime lending crisis. Spiraling deficits. Basis trade exposure. Dollar debasement. U.S. states in recession. Oil market contango. Tariff and trade wars. Each of these are like explosive devices hiding in the corners of the economic edifice that is the U.S. economy. And the Federal Reserve just released a shocking paper that exposes the biggest potential threat of all. Explosive devices have been set all around the economy and a new bomb was just uncovered in the most unlikely of places. Chapters Intro: 00:05:21 Chapter One: The Road to Economic Hegemony. 00:06:24 Chapter Two: Collision Course. 00:30:55 Chapter Three: Hidden Bomb. 00:35:50 Chapter Four: Bring It Home, Max. 00:44:50 Resources The Lead Left: Middle Market & Private Credit – 2/10/2025 Mark Zandi on X Axios: 22 states are in a recession or close to it, new analysis finds The Fed: The Cross-Border Trail of the Treasury Basis Trade FSB: Leverage in Nonbank Financial Intermediation: Final report Morningstar: Official data dramatically underestimates hedge funds' involvement in the Treasury market, Fed paper finds Federal Reserve Bank of New York: Repo Operations Fidelity: Investor behind Zions, Western Alliance bad loans is tied to $270 million in troubled debt Car Dealership Guy: Tricolor: The messy collapse of a subprime auto lender explained Investopedia: Basis Trading: Definition, How It Works, Example The Guardian: What is private credit, and should we be worried by the collapse of US firms? OilPrice.com: Oil Market Braces for Contango and Shale Slowdown -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, TikTok and Instagram at @UNFTRpod. Visit us online at unftr.com. Join our Discord at unftr.com/discord. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility. Unf*cking the Republic is produced by 99 and engineered by Manny Faces Media (mannyfacesmedia.com). Original music is by Tom McGovern (tommcgovern.com). The show is hosted by Max and distributed by 99.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.

Lance Roberts' Real Investment Hour
10-23-25 Dollar Debasement - Reality Or Dangerous Narrative

Lance Roberts' Real Investment Hour

Play Episode Listen Later Oct 23, 2025 56:08


Gold's rally has investors shouting “dollar debasement!” — but is the narrative real, or just a speculative illusion? Lance Roberts & Michael Lebowitz break down the popular debasement argument and expose the facts behind the gold surge. From money supply trends to Fed policy and global confidence in the U.S. dollar, we separate the data from the hype. 0:19 - Stresses Emerging in Lower End of Economy 4:45 - The Oil Price Pop 6:35 -Good News - Bads News on Wall Street 10:38 -CPI Preview Despite Government Furlough 15:32 - Bond Market Expectations for Economic Growth 17:58 - The Challenge of Managing Money for the Future 20:11 - Wall Street is Selling 5x Leverage 24:47 - Liquidity is Showing Signs of Drying Up 26:42 - Debasement is Not a Room in Your House 29:42 - Where Does Money Come From? 30:45 - The Rise in Money Supply M-2 34:46 - The Loss of Confidence in the Dollar 40:00 - Central Banks are Hoarding Gold Reserves 46:21 - People Find Bubbles in Everything 48:15 - YouTube Chat - Banks Are Dumping Treasuries( ?) 49:28 - Is the Dollar Set to Strengthen? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "Dollar Debasement: Reality Or A Dangerous Narrative?" https://realinvestmentadvice.com/resources/blog/dollar-debasement-reality-or-a-dangerous-narrative/ -------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=6HNCz8Ogzxc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Russia Sanctions Ignite Oil Rally," is here: https://www.youtube.com/watch?v=N7DyLmRRWoQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Teaching Kids About Money: Lessons From Investing's Biggest Mistakes," is here: https://www.youtube.com/watch?v=cXyQMURvV40&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #OilRally #EnergyStocks #RussiaSanctions #MarketUpdate #PreMarket #DollarDebasement #GoldInvesting #MarketAnalysis #RealInvestmentAdvice

The Real Investment Show Podcast
10-23-25 Dollar Debasement: Reality Or Dangerous Narrative?

The Real Investment Show Podcast

Play Episode Listen Later Oct 23, 2025 56:09


Gold's rally has investors shouting “dollar debasement!” — but is the narrative real, or just a speculative illusion? Lance Roberts & Michael Lebowitz break down the popular debasement argument and expose the facts behind the gold surge. From money supply trends to Fed policy and global confidence in the U.S. dollar, we separate the data from the hype. 0:19 - Stresses Emerging in Lower End of Economy 4:45 - The Oil Price Pop 6:35 -Good News - Bads News on Wall Street 10:38 -CPI Preview Despite Government Furlough 15:32 - Bond Market Expectations for Economic Growth 17:58 - The Challenge of Managing Money for the Future 20:11 - Wall Street is Selling 5x Leverage 24:47 - Liquidity is Showing Signs of Drying Up 26:42 - Debasement is Not a Room in Your House 29:42 - Where Does Money Come From? 30:45 - The Rise in Money Supply M-2 34:46 - The Loss of Confidence in the Dollar  40:00 - Central Banks are Hoarding Gold Reserves 46:21 - People Find Bubbles in Everything 48:15 - YouTube Chat - Banks Are Dumping Treasuries( ?) 49:28 - Is the Dollar Set to Strengthen? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "Dollar Debasement: Reality Or A Dangerous Narrative?" https://realinvestmentadvice.com/resources/blog/dollar-debasement-reality-or-a-dangerous-narrative/ -------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=6HNCz8Ogzxc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Russia Sanctions Ignite Oil Rally," is here:  https://www.youtube.com/watch?v=N7DyLmRRWoQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our Previous Show, "Teaching Kids About Money: Lessons From Investing's Biggest Mistakes," is here: https://www.youtube.com/watch?v=cXyQMURvV40&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- Get more info & commentary:  https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #OilRally #EnergyStocks #RussiaSanctions #MarketUpdate #PreMarket #DollarDebasement #GoldInvesting #MarketAnalysis #RealInvestmentAdvice

Onramp Media
Citi, Schwab, Nubank, & Aureo: The Global Bitcoin Race for 21 Million

Onramp Media

Play Episode Listen Later Oct 21, 2025 73:33


Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering capital markets, dealmaking, early-stage venture, bitcoin applications and protocol development.00:00 – Intro & welcoming Gustavo Flores01:17 – UK opens retail BTC/ETH ETPs04:13 – Japan stablecoins & productization07:49 – LATAM stablecoin wave; Brazil in focus11:27 – Coinbase x CoinDCX (India/APAC)15:47 – Stablecoin plumbing: BlackRock & Stripe20:27 – BTC credit vs high LATAM rates; Bolivia case23:31 – Nubank pursues U.S. bank charter29:11 – 2026 custody (Citi/Schwab) & cycle timing33:25 – Aureo announced (Swapido → Aureo)35:03 – Aureo MIC thesis & team42:21 – Storage-first: MIC + localized service56:40 – Debasement trade & BTC hurdle rate1:04:23 – Onramp Business controls; wrap & disclaimerIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.aureobitcoin.com/enhttps://www.earlyriders.com/news/early-riders-acts-as-exclusive-investor-in-aureos-pre-seed-round-to-build-latam-native-bitcoin-financial-services-infrastructurehttps://bitcoin.docsend.com/view/2dj7n3sjr5uyrsr4https://blockworks.co/news/tempo-series-a-raisehttps://www.lightspark.com/news/lightspark/introducing-lightspark-gridhttps://www.theblock.co/post/374924/blackrock-to-launch-genius-compliant-money-market-fund-tailored-for-stablecoin-issuers-report?utm_source=telegram1&utm_medium=socialhttps://www.cnbc.com/2025/10/13/citi-aims-to-launch-crypto-custody-in-2026-exploring-stablecoin.htmlhttps://www.theblock.co/post/375228/japan-fsa-local-banks-cryptohttps://www.theblock.co/post/375250/21shares-bitwise-blackrock-wisdomtree-uk-retail-bitcoin-ethereum-etps-fcahttps://www.coinbase.com/en-in/blog/Coinbase-makes-investment-in-CoinDCX-expanding-our-commitment-to-India-and-the-Middle-Easts-crypto-futurehttps://www.theblock.co/post/374870/paxos-mistakenly-mints-300-trillionhttps://www.theblock.co/post/375083/japans-big-banks-join-forces-on-stablecoins-to-speed-corporate-payments-nikkeihttps://www.theblock.co/post/374643/stripe-stablecoin-unit-bridge-applies-for-national-bank-trust-charter-co-founder-zach-abrams-saysKeep up with Michael:https://x.com/MTangumahttps://www.linkedin.com/in/mtanguma/Keep up with Brian:https://x.com/BackslashBTChttps://www.linkedin.com/in/brian-cubellis-00b1a660/Keep up with Liam:https://x.com/Lnelson_21https://www.linkedin.com/in/liam-nelson1/Keep up with Gustavo:https://x.com/gustavojfehttps://www.linkedin.com/in/gustavo-j-flores-echaiz/

Confluence Podcasts
Asset Allocation Bi-Weekly – The Debasement Hedge: A Tale of Two Safeties (10/20/25)

Confluence Podcasts

Play Episode Listen Later Oct 20, 2025 9:58 Transcription Available


The surging price of gold and rising stock indices seems to be an unlikely pairing. Confluence Associate Market Strategist and Certified Business Economist Thomas Wash joins Phil Adler to discuss why this might constitute a pivot point for the markets and for investors.

Money For the Rest of Us
Debasement Fears or Meme Fever? What's Driving the Gold and Silver Rally

Money For the Rest of Us

Play Episode Listen Later Oct 15, 2025 18:54


Are gold and silver up more than 50% in 2025 because investors fear currency debasement, or is this rally just the latest meme trade? In this episode, we explore the supply and demand forces behind gold and silver, discuss investing strategies, and outline what to watch to see if investors truly are worried about debasement.SponsorsMoney for the Rest of Us PlusClaude.ai - Sign up for Claude today and get 50% off Claude ProInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterShow NotesThe Great Debasement Debate Is Rippling Across World Markets by Ruth Carson, Naomi Tajitsu, and Masaki Kondo—BloombergHow long will gold mania last?—Financial TimesDalio Echoes Griffin in Seeing Gold as Safer Than the US Dollar by Alexandra Semenova, Natalia Kniazhevich, and Lisa Abramowicz—BloombergGold Reserves by Country—World Gold CouncilGold's rise in central bank reserves appears unstoppable by Jamie McGeever—ReutersAbove-ground stock—World Gold CouncilGold Demand Trends: Q2 2025—World Gold CouncilTreasury Term Premia—Federal Reserve Bank of New YorkTrey Reik—LinkedInInvestments MentionediShares Gold Trust (IAU)SPDR Gold Trust (GLD)SPDR Gold MiniShares Trust (GLDM)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Money Matters with Jack Mallers
Bitcoin: The "Debasement Trade"

Money Matters with Jack Mallers

Play Episode Listen Later Oct 14, 2025 124:06


Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.

The Pomp Podcast
Gold vs Bitcoin: The Ultimate 2025 Debasement Trade

The Pomp Podcast

Play Episode Listen Later Oct 13, 2025 35:56


Peter Schiff is an American economist, stockbroker, author, the CEO & Chief Global Strategist of Euro Pacific Capital, and the Founder of SchiffGold. In this conversation we discuss why gold & silver are hitting record highs, interest rates, how to improve economic policies, what Peter would do if he was President, and a bet on whether gold or bitcoin will end up having a better 2025? ======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠======================Bitlayer is taking Bitcoin beyond just a store of value. For the first time, you can put your Bitcoin to work, earning yield while staying true to its core principles of security and decentralization. Bitlayer is making Bitcoin DeFi a reality. Learn more at https://x.com/BitlayerLabs======================Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world's largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what's happening in crypto in five minutes or less. Read the latest at ⁠https://experts.bitwiseinvestments.com/cio-memos⁠. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit ⁠https://bitwiseinvestments.com/disclosures⁠ to learn more.======================Timestamps: 0:54 - Intro1:21 - Why gold and silver are hitting record highs5:07 - How to think about the gold allocation in your portfolio9:55 - Evaluating why China is buying so much gold12:19 - Why the “Debasement Trade” is now happening15:26 - Interest rates, inflation, & Fed's independence20:57 - Bitcoin vs gold: which one will have a better 2025?26:39 - Grading the Trump admin on economic policy30:51 - What would Peter do if he was President?

Beau of The Fifth Column
Let's talk about Trump, debasement, Gold, Copper, and grandma....

Beau of The Fifth Column

Play Episode Listen Later Oct 13, 2025 4:10


Let's talk about Trump, debasement, Gold, Copper, and grandma....

The Rebel Capitalist Show
Want To Do The Debasement Trade? Don't Just Buy Gold/Bitcoin...Do This

The Rebel Capitalist Show

Play Episode Listen Later Oct 13, 2025 26:59


Want the cheat code to protect and grow your wealth? Check out Rebel Capitalist Pro https://rcp.georgegammon.com/pro

Bankless
ROLLUP: Gold & BTC ATH | AI Bubble or Debasement Trade? | BNB Surge | $2B Polymarket Deal

Bankless

Play Episode Listen Later Oct 10, 2025


Gold shatters $4,000, Bitcoin quietly hits new all-time highs, and Wall Street just made its biggest bet yet on prediction markets. In this week's Weekly Rollup, we break down why the debasement trade is heating up, how the AI bubble is shaping markets, and what it all means for crypto's next move. We cover BNB's explosive run to the #3 spot, ICE's $2B investment in Polymarket, and ETH staking ETFs officially going live. Plus, Solana ETF approval looks imminent, Asian capital rotates onchain, and Galaxy steps back into retail with a familiar face at the helm. ------

Long Reads Live
Wall Street Discovers the “Debasement Trade”

Long Reads Live

Play Episode Listen Later Oct 10, 2025 12:44


Bitcoin's October rally isn't just another crypto surge — it's part of what JPMorgan calls the Debasement Trade. As gold spikes and the dollar weakens, major banks and economists are finally voicing fears long held by Bitcoiners: runaway deficits, fading Fed independence, and a loss of faith in fiat currencies. Today NLW unpacks why Wall Street is suddenly embracing Bitcoin as a hedge against currency decay, how Japan's yield crisis and global debt pressures fit in, and what the IMF's latest warnings mean for the next phase of this trade. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

Coin Stories
Mauricio Di Bartolomeo: Borrow Dollars, Hold Bitcoin - The Debasement Play

Coin Stories

Play Episode Listen Later Oct 9, 2025 47:00


Natalie Brunell is joined by Mauricio Di Bartolomeo, Co-Founder & CSO of Ledn (www.ledn.io/natalie), to demystify Bitcoin-backed loans. We discuss: What is a Bitcoin-backed loan? Why are the interest rates so high compared to other loans? What if Bitcoin's price drops when you take a loan?  Shorting fiat currency and going long digital property aka Bitcoin Origin story of Ledn Escaping socialism in Venezuela Follow Mauricio Di Bartolomeo on X https://x.com/cryptonomista ---- Pre-order Natalie's new book "Bitcoin is For Everyone," available November 18, 2025. https://www.amazon.com/dp/1804091138?linkCode=ssc&tag=onamzameri07b-20&creativeASIN=1804091138&asc_item-id=amzn1.ideas.3Q6CKLCXBKGSV&ref_=aip_sf_list_spv_ons_mixed_d_asin  ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. Learn more at https://www.gemini.com/natalie  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie  ---- Bitdeer Technologies Group ($BTDR) is a global leader in Bitcoin mining and high-performance computing for AI, with operations spanning four continents. Learn more at https://www.bitdeer.com ---- Natalie's Bitcoin Product and Event Links: For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Play Bitcoin trivia and win up to 1 million sats! Download and use promo code COINSTORIES10 for 5,000 free sats: https://www.speed.app/coinstories  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  Genius Group (NYSE: $GNS) is building a 10,000 BTC treasury and educating the world through the Genius Academy. Check out *free* courses from Saifedean Ammous and myself at https://www.geniusgroup.ai Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

The Best One Yet

Gold reached a record $4,000/ounce… but this gold run is different than any in history.How is Rowan doing $150M in sales of ear piercings for girls?... The Window of Loyalty.Sharpie Markers figured out the formula for Made in America… Now it's a Pen Profit Puppy.Plus, notice those Netflix commercials are too loud?... Well there's a new law to turn ‘em down.Vote for The Best Idea Yet to win “Best Business Podcast”: ​​https://vote.signalaward.com/PublicVoting#/2025/shows/genre/business$GOLD $NFLX $NWLNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tales from the Crypt
#668: The Debasement Trade Goes Mainstream with James Check

Tales from the Crypt

Play Episode Listen Later Oct 8, 2025 80:10


Marty sits down with James Check to discuss Bitcoin's structural market transformation, the debasement trade gaining mainstream recognition, treasury company dynamics, institutional adoption patterns, and why this cycle's compressed volatility and sophisticated bid-side support signal a fundamentally different monetization phase.

Coin Stories
News Block: Bitcoin Hits New ATH, BTC & Gold Dubbed "Debasement Trade," Ray Dalio Shares Bitcoin FUD, CAMT Policy Fix

Coin Stories

Play Episode Listen Later Oct 6, 2025 10:20


In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: JPMorgan Labels Bitcoin as the “Debasement Trade," Lifts BTC Fair Value to ~$165k Global Debt Hits $338T -- Hard Money Outperforms Treasury to Exempt Bitcoin from 15% Corporate Tax Ray Dalio Shares Criticism of Bitcoin Privacy, Security, Central Bank Adoption Robinhood Lists Strategy's Preferred Equity Products  ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  ---- References mentioned in the episode: Treasury Clarifies Guidance on CAMT Policy Treasury to Exempt BTC from CAMT on Unrealized Gains Senator Lummis' Tweet on CAMT Guidance  Michael Saylor's Tweet on CAMT Guidance Charlie Bilello's Tweet on Gold & BTC Performance Bitcoin Rises to Record Amid the “Debasement Trade”  JPMorgan Labels Bitcoin as the “Debasement Trade” IIF: Global Debt Has Increased to $338 Trillion  JPMorgan Says that Bitcoin's Fair Value is $165K CNBC Headline Calls Bitcoin a Safe-Haven Asset Robinhood Lists Strategy's Preferred Equity Products Robinhood Lists Strategy's Preferreds in Platform First  Vlad Tenev's Tweet on Listing Strategy's Preferreds Ray Dalio's Recent Comments on Bitcoin ---- Upcoming events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

The Wolf Of All Streets
$125,000 Bitcoin & $4,000 Gold! The Beginning Of The Great Debasement?

The Wolf Of All Streets

Play Episode Listen Later Oct 6, 2025 64:21


Bitcoin's record-breaking rally is shaking up global markets and Wall Street is finally taking notice. As BTC hits $125,000, major institutions like JPMorgan call it undervalued, while data shows exchange balances at a six-year low, signaling long-term accumulation and tightening supply. Meanwhile, gold's surge and fears of currency debasement are driving investors toward hard assets, and even traditional finance leaders agree that tokenization will reshape global markets.

Swan Signal - A Bitcoin Podcast
The Debasement Trade: Why Bitcoin Is Winning

Swan Signal - A Bitcoin Podcast

Play Episode Listen Later Oct 3, 2025 66:10


Bitcoin kicks off October pressing against all-time highs near $123,900, setting an exciting tone for Q4Recap of BTC in DC at the Kennedy Center, featuring Michael Saylor, Cynthia Lummis, Adam Back, Pierre Rochard, Jeff Booth, Samson Mow, and many moreKey focus on academia's role in Bitcoin adoption, with examples from Cornell and GW University partnershipsPubKey DC discussed as a future hub for staffers, policymakers, and Bitcoiners in WashingtonMacro landscape: global rate cuts (168 so far this year), stimulus check proposals, stagflation concerns, and every major US index hitting all-time highs alongside Bitcoin“The Debasement Trade”: JP Morgan recognizes the growing move into Bitcoin and gold as hedges against deficits, fiat debasement, and Fed credibility concernsUS gold reserves valued at $1.1T highlight the case for a future Bitcoin Strategic Reserve; panelists debate timing, secrecy, and political willDiscussion on lower Bitcoin volatility as financialization grows, reducing chances of another 80% drawdown and pointing toward steadier climbsDCA vs gold: visualization shows $15K invested since 2020 in Bitcoin would be worth $63K today, highlighting Swan Vault and Swan IRA as easy long-term strategiesDigital Euro and UK digital ID proposals raise serious concerns over freedom and financial control, contrasted with Bitcoin's censorship resistance and self-sovereignty Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

Bankless
Why Recessions Are Dead & How to Invest in The Debasement Era | Macro Investor Vincent Deluard

Bankless

Play Episode Listen Later Sep 15, 2025


Why do recessions feel like a relic of the past? Macro strategist Vincent Deluard argues we've entered an era where fiscal dominance, structural inflation, and relentless asset debasement reshape how capital flows and how investors must position themselves. We cover the U.S. supercycle, the role of tech and energy, why the “2% inflation target” is dead, and what a portfolio looks like in the age of permanent stimulus. ------