Podcasts about monetary metals

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityEd Steer sees the writing on the wall for the bullion banks manipulating silver to the downside and although he sees price suppression become more blatant, he thinks this is likely a sign that the powers-that-be tamping down the market are reaching the end of their rope and when they do, silver could rise to levels previously thought unimaginable.Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/H0yjveELUa6EkrnqbWiIe0?s=cl&p=a&ilr=0Ed Steer's Gold and Silver Digest: https://edsteergoldsilver.comSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityRick Rule thinks silver is no longer a contrarian play, and he sees the silver mining stocks offering a far superior risk-reward proposition than the metal itself. Rick breaks down why he continues to believe the sector is cheap, along with where speculators should be looking to capture maximum value.Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/H0yjveELUa6EkrnqbWiIe0?s=cl&p=a&ilr=0Rule Investment Media: https://www.ruleinvestmentmedia.comBattle Bank: https://battlebank.comThe Rule Classroom: https://ruleclassroom.comSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityJames Rickards has seen gold languish as the war in the Middle East ramps up but as we reach the point of no return and the conflict continues to intensify, he believes markets are about to wake up to the fact that there is no deal on the table and that will cause the gold price to skyrocket.Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/H0yjveELUa6EkrnqbWiIe0?s=cl&p=a&ilr=0Download CallFort: https://callfort.ioBuy MoneyGPT: https://a.co/d/06nExWIsFollow James Rickards on X: https://x.com/RealJimRickardsSubscribe to Strategic Intelligence: https://paradigmpressgroup.com/publicationsSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Jamie Andrews doesn't believe in viruses or DNA or what passes for ‘science' generally these days. He thinks they're all part of a hoax perpetrated since 1660 by the occultist, freemasonic Royal Society and its acolytes. Andrews expounds to James on his fascinating thesis, which he has backed up at his Control Studies Project, the most comprehensive study into virological methodology. You might believe in germs when you start this podcast. But you won't by the end. Also on the menu: King's College, Canterbury; being taught Darwinian theory by a creationist evangelical; living (almost) off the grid in France; how to survive on almost no money; the disgusting things they do to ‘isolate' viruses; and much, much more besides. Here is Jamie's excellent Substack https://substack.com/@controlstudies ↓ ↓ ↓ ↓ Sharklings Assemble — Saturday 10th October 2026, my neck of the woods in Northants. My guest is Feargus O'Connor Greenwood, author of 180 Degrees: Unlearn The Lies You've Been Taught To Believe. Unregistered Chickens are playing, there's wood-fired pizza, and there are twenty VIP places for anyone who fancies a chat and some bell ringing thrown in. Standard and VIP tickets here: https://www.jamesdelingpole.co.uk/Shop/Events/sharklings-assemble-ft-feargus-o-connor-greenwood-live-event ↓ ↓ Monetary Metals is providing a true alternative to saving and earning in dollars by making it possible to save AND EARN in gold and silver. Monetary Metals has been paying interest on gold and silver for over 8 years. Right now, accredited investors can earn 12% annual interest on silver, paid in silver in their latest silver bond offering. For example, if you have 1,000 ounces of silver in the deal, you receive 120 ounces of silver interest paid to your account in the first year. Go to the link in the description or head to https://monetary-metals.com/delingpole/ to learn more about how to participate and start earning a return on honest money again with Monetary Metals. ↓ ↓ How environmentalists are killing the planet, destroying the economy and stealing your children's future. In Watermelons, an updated edition of his ground-breaking 2011 book, JD tells the shocking true story of how a handful of political activists, green campaigners, voodoo scientists and psychopathic billionaires teamed up to invent a fake crisis called ‘global warming'. This updated edition includes two new chapters which, like a geo-engineered flood, pour cold water on some of the original's sunny optimism and provide new insights into the diabolical nature of the climate alarmists' sinister master plan. Purchase Watermelons by James Delingpole here: https://jamesdelingpole.co.uk/Shop/ ↓ ↓ ↓ Buy James a Coffee at: https://www.buymeacoffee.com/jamesdelingpole To support independent, no-holds-barred journalism and gain first and full access to all James's content, subscribe directly at https://jamesdelingpole.co.uk x

The Wrap with Chris Whalen is back after a summer vacation with a blunt read on the fall ahead: affordability — fuel, housing, food — has already decided the midterms, and the Iran conflict plus the Russia-Ukraine war have created a shortage not just of crude but of refined products, with refinery maintenance season and the shift to heating oil set to push prices higher still. He calls $100 oil and a 5% 10-year Treasury the new normal, argues Scott Bessent's buyback strategy has failed, and expects a quarter-point hike next week while raising the more unsettling question: what happens if the Fed raises short rates and the long end goes up anyway? On gold, Whalen is still accumulating, sees $6,000–$7,000 only after a fiscal catalyst like a bad Treasury auction, and points to Shanghai's gold-linked clearing system and Russia's 100-ton sale to China as evidence of where physical demand really lives. He also answers viewer questions on the exodus at Fannie Mae, the flawed data behind credit scores, how to actually save in gold, why he owns only Flagstar and Schwab, and warns that Florida's home price correction is coming for the rest of the country next year.Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Twitter/X: https://twitter.com/rcwhalen    Seeing Around Corners book: https://www.theinstitutionalriskanalyst.com/product-page/seeing-around-corners-achieving-success-in-business-and-life-hardcoverUse the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 – Welcome back: summer's over, a lot to catch up on0:50 – Energy prices and the midterms: decided at the pump?1:13 – Affordability is the story: diesel, heating oil, Europe's supply crisis2:51 – The $5,000 "Trump dividend" and buying votes4:13 – What nobody in Washington will say about insolvency5:00 – FDICIA, continuing resolutions, and a Congress that can't say no6:34 – Oil near $100: does it get worse from here?7:33 – Rates "going back to normal" after 15 years of Fed subsidy9:24 – Calling 5% on the 10-year — and Bessent's failed buyback strategy10:29 – Warsh rules out QE, spreads tighten anyway11:57 – Why banks are suddenly buying multifamily12:58 – Is 5% a stop along the way or the destination?14:31 – What Chris expects from the Fed next week15:06 – The big question: what if the Fed has lost the long end?16:11 – What losing control of long rates would actually signal17:24 – Gold with David Kotok, and why it's not a trading vehicle18:28 – Tom McClellan on the oil–gold relationship (with a 16-month lag)20:09 – A quiet year: banks, AI trade, and boring winners21:17 – What takes gold from $4–5K to $6–7K22:00 – Russia sells 100 tons of gold to China22:53 – Is the dollar really in decline? CIPS, Shanghai, and sanctions24:12 – How high can diesel and Brent go this winter?25:30 – Iran, the Houthis, and the Red Sea26:59 – Viewer Q: What's happening inside Fannie Mae?28:30 – Pulte, VantageScore, and the bad-data problem in credit scoring29:39 – Viewer Q: How do you actually save in gold?30:45 – Florida home prices are falling — "Misery on the Eights"31:31 – Viewer Q: The big money center banks32:47 – Viewer Q: Book recommendations and the gold book33:23 – Closing thoughts: an age of instability

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityMichael Oliver wants to scrap his previous calls for $500 silver because the setup he sees evolving is more bullish than he originally envisioned, and with both the technical and fundamental drivers continuing to swell for a metal that has been massively suppressed over the years, Michael sees an epic repricing to a new reality for silver that will shock the world.Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/H0yjveELUa6EkrnqbWiIe0?s=cl&p=a&ilr=0Momentum Structural Analysis: https://olivermsa.comSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityMarc Faber sees a massively overvalued stock market, a rapidly accelerating meltdown in sovereign debt, and expanding wars led by psychopathic political leaders as the perfect storm for a once-in-a-lifetime crisis that could completely wipe out investors who haven't prepared for what's to come.Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/H0yjveELUa6EkrnqbWiIe0?s=cl&p=a&ilr=0The Gloom, Boom & Doom Report: https://gloomboomdoom.comSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityJay Martin is sounding the alarm on the circular financing taking place in the AI space that he believes draws a striking parallel with market conditions before the 2008 crisis. As data center buildouts cause these companies to bleed cash at an alarming rate and the expectation of future profits has risen to outlandish levels, Jay warns that this house of cards is about to come tumbling down. Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/H0yjveELUa6EkrnqbWiIe0?s=cl&p=a&ilr=0VRIC Media: https://vricmedia.comThe Jay Martin Show: https://www.youtube.com/@TheJayMartinShowSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Is Pete Hegseth positioning himself for a 2028 presidential run….or is he on the verge of being fired? The Spectator's Sarah Beth Spraggins joins Americano to discuss the Secretary of War's future, his loyalty to Trump, and the growing questions over his handling of the Iran war.They also explore Hegseth's evangelical faith and Washington church, as well as his controversial personal and romantic history.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoProduced by Abigail Brierley and Henry Lloyd Become a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

Everyone believes the energy shock is about oil. It isn't. The most important price in energy today isn't really the price of crude. It is the difference between crude oil and the fuel made from it—a number known as the crack spread.And for diesel, that spread has absolutely exploded to record highs. Now what?CHAPTERS:0:00: It's Not Oil, It's Diesel1:45: Crude vs Diesel and the Refinery Bottleneck5:27: The Crack Spread Explained7:13: Falling Fuel Demand10:38: The Weakening Labor Market13:31: Why Refiners Can't Just Make More15:45: Retailers Are Cutting Prices17:48: Peak Season, Record-Low Diesel Supply19:13: Demand Destruction, Not InflationEurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.youtube.com/watch?v=mbyK0zBmUdkhttps://www.facebook.com/FreightWaves/videos/fuel-surcharges-hit-post-war-high/995362180202422/https://www.facebook.com/yahoofinance/videos/us-diesel-is-at-its-highest-price-since-peaking-in-april-during-the-initial-phas/1983606939022118/https://www.youtube.com/watch?v=KV9WNbDYvashttps://www.youtube.com/watch?app=desktop&v=l62qGJkGRgghttps://www.youtube.com/watch?v=gSOyHFh0JeQhttps://www.facebook.com/KIII3News/videos/one-of-the-first-new-us-refineries-in-decades-set-to-break-ground-in-san-patrici/28365786599721611/https://www.facebook.com/FreightWaves/videos/us-diesel-exports-smash-records-economic-impact/2210266723100605/https://www.wsj.com/business/energy-oil/trump-wants-big-oil-to-build-more-refineries-thats-a-tough-sell-54666292https://www.bloomberg.com/news/articles/2026-07-19/us-oil-refiners-are-running-so-hard-they-are-risking-breakdownshttps://www.facebook.com/cnbc/videos/america-is-building-its-first-new-oil-refinery-in-nearly-50-years/1771239487664827/https://www.spglobal.com/energy/en/news-research/latest-news/refined-products/090126-us-gulf-coast-diesel-prices-hit-all-time-high-amid-global-supply-disruptionshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityMario Innecco sees current silver prices as a bargain, and he thinks the bullion banks and other nefarious forces attempting to manipulate the silver price have already lost their edge, as evidenced by silver's incredible run to $120 earlier in the year. Mario believes this time, the road back to triple digits could happen in the blink of an eye and once it does, there could be no turning back.

J-Hole jolted the markets, only to have Warsh's J-Hole narrative jolted right back with JOLTS. Caught in between are interest rates which nobody seems to have a handle on even though the answers are right there in Treasury Secretary Bessent's words and the latest European inflation. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------I'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityChris Marcus is surprised that more analysts aren't highlighting the continued major premium on silver in Shanghai, and he thinks it's being driven by a major supply squeeze that could easily send prices back to triple digits and beyond.Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/H0yjveELUa6EkrnqbWiIe0?s=cl&p=a&ilr=0Arcadia Economics: https://www.youtube.com/@arcadiaeconomicsArcadia Economics Substack: https://goldandsilverdaily.substack.comSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Gus Carter is joined by Owen Matthews, the Spectator's Russia writer, to discuss John Ratcliffe's unannounced trip to Moscow, where the CIA director met Russia's foreign intelligence chief but not Putin.Owen runs through the possible reasons: Iran, a suspected Russian provocation against NATO, and the stalled peace process. They also discuss the sabotage campaign across Europe and the sanctions bill that could hurt Russia more than anything Trump has tried.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoProduced by Henry Lloyd. Hosted on Acast. See acast.com/privacy for more information.

Is China trying to bail out it's beleaguered real estate market? That seems to be the case with the latest schemes aimed at stabilizing the sector. The timing isn't a surprise nor is the degree of help Beijing aims to offer given the state of banks and the economy over there. Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.facebook.com/Canal.Macau/videos/back-in-china-fresh-property-easing-measures-across-chinas-top-tier-metropolises/2113122509290529/https://www.youtube.com/shorts/AeVh2LvDwOMhttps://www.cnbc.com/video/2025/11/26/chinas-property-sector-will-be-significantly-smaller-deflation-fixed-asset-investments.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Japan just spent $100 billion rescuing the yen. Not over several years. Not during some historic financial crisis. In less than one month. This wasn't just Japan acting alone, either. But now the yen is right back down past 160 again. What does this mean...for the dollar?Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.reuters.com/video/watch/idRW277003082026RP1/https://www.youtube.com/watch?v=jhxGRk4Y66khttps://www.bloomberg.com/news/articles/2026-08-27/nippon-life-is-open-to-becoming-net-jgb-buyer-next-fiscal-yearhttps://www.youtube.com/watch?v=I8SloCADP0shttps://www.youtube.com/watch?v=euKfGWemB4Ahttps://www.bloomberg.com/news/articles/2026-06-04/japan-s-foreign-securities-fall-76-billion-after-interventionhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

In part two of the all-viewer-question edition of The Wrap, Chris Whalen and Julia tackle everything from gold confiscation to credit union safety. Chris argues that a 1933-style seizure is possible in a debt crisis, since heavy government borrowing effectively encumbers every asset in the country, and that offshore physical gold is the only real protection. He explains why rising gold prices pressure the Treasury and gradually erode the dollar's role as the world's medium of exchange, drawing parallels to the monetary fragmentation of post-Roman Europe that he's been researching for his upcoming book. Along the way he critiques Jerome Powell for extending QE long after credit spreads normalized in 2020, pushes back on fears of a boomer-driven market selloff, breaks down how Annaly Capital actually makes money, flags private-credit takeovers of insurance companies as a genuine risk to annuity holders, and shares his own portfolio split. He closes with thoughts on land value taxes, the likelihood of a US VAT, and life in Florida versus New York.Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Twitter/X: https://twitter.com/rcwhalen    Seeing Around Corners book: https://www.theinstitutionalriskanalyst.com/product-page/seeing-around-corners-achieving-success-in-business-and-life-hardcoverUse the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 - Cold open: "No democracy can have sound money"0:25 - Welcome back — viewer questions only1:31 - Could the government confiscate gold again like 1933?4:50 - Inside Chris's new book on gold6:37 - Gold price outlook: 2026, 2027, 20288:30 - Best ways to own metals without holding physical9:27 - Why we ran surpluses from 1998-200110:30 - What Jerome Powell should have done differently13:44 - Will retiring boomers crash the market?15:42 - Equal-weight S&P funds at current valuations16:04 - Nvidia financing its own customers: circular financing?18:06 - Annaly (NLY) explained: leverage, servicing, and lending20:51 - Common shares or preferred?21:41 - Is the 60/40 portfolio dead? Chris's actual allocation23:47 - Are credit unions safer than banks?25:22 - Annuity owners: how to protect yourself from insolvency27:07 - Land value taxes, wealth taxes, and the case for a VAT28:37 - Florida vs. New York: an honest review30:00 - Wrap-up and housekeeping

What is happening inside Mark Walter's financial empire - which until recently included the LA Lakers - has the potential to blow the lid off the entire private credit story - if not the whole debt cycle. A billion-dollar loan connected to Guggenheim Investments is trading at roughly 73 cents on the dollar, a price normally associated with serious distress. And that's only where this crazy story begins.  Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.bloomberg.com/news/articles/2026-08-24/guggenheim-loan-drops-to-new-73-cent-low-with-firm-in-spotlighthttps://www.bloomberg.com/news/articles/2026-08-18/mark-walter-s-insurer-to-slash-scrutinized-loans-by-6-5-billionhttps://www.bloomberg.com/news/articles/2026-08-26/walter-s-twg-hits-back-at-fraud-claims-says-it-has-no-victimshttps://www.bloomberg.com/news/articles/2026-08-25/guggenheim-investments-says-affiliates-may-buy-its-hard-hit-loanhttps://www.nytimes.com/2026/08/24/business/mark-walter-insurance-dodgers-lakers.htmlhttps://www.claimsjournal.com/news/national/2026/07/22/338938.htmhttps://www.nytimes.com/athletic/7522366/2026/08/18/mark-walter-delaware-life-filings-dodgers/https://www.youtube.com/watch?v=1XIVC93rbOAhttps://www.youtube.com/watch?v=0HnJHAsTao8https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Gus Carter is joined by Owen Matthews, the Spectator's Russia writer, to discuss John Ratcliffe's unannounced trip to Moscow, where the CIA director met Russia's foreign intelligence chief but not Putin.Owen runs through the possible reasons: Iran, a suspected Russian provocation against NATO, and the stalled peace process. They also discuss the sabotage campaign across Europe and the sanctions bill that could hurt Russia more than anything Trump has tried.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoProduced by Henry LloydBecome a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityMatthew Piepenburg believes we are reaching a breaking point when it comes to the monstrous $40T national debt in America, and as JD Vance questions the dollar's reserve currency status, Scott Bessent pounds his chest about a new economic war, and President Trump threatens to bomb everyone, gold is quietly presenting itself as the ultimate solution and at a $20,000 price tag, it could solve a lot.Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/GSKEqwG5ztQ6nU8vHE1mo4Von Greyerz: https://vongreyerz.goldSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

You may not realize it, but the grocery business is about to get into a price war. Big chains like Kroger and Aldi, along with Walmart, are setting up for to outbid each other for your food spending. That's great news for consumers until you realize why the retailers are doing this – because of consumers. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.facebook.com/schwabnetwork/videos/dicks-sporting-goods-dks-shares-dropped-sharply-after-the-company-reported-earni/1070193602035253/https://www.cnbc.com/video/2026/01/12/why-americans-fell-in-love-with-aldi.htmlhttps://www.youtube.com/watch?v=SB0Wfc5Jqcohttps://www.facebook.com/schwabnetwork/videos/dicks-sporting-goods-dks-shares-dropped-sharply-after-the-company-reported-earni/1070193602035253/https://abcnews.com/video/133216771/https://www.youtube.com/shorts/2GmcwTdbr0Ihttps://www.bloomberg.com/news/articles/2026-08-20/walmart-posts-sluggish-sales-with-slowest-us-growth-in-six-yearshttps://www.conference-board.org/topics/consumer-confidence/https://www.bloomberg.com/news/articles/2026-08-25/dick-s-lowers-outlook-amid-foot-locker-weakness-more-discountshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityJohn Feneck's biggest position is in silver and he sees a major opportunity in the metal and especially the miners, where a $70 price tag on silver means they are printing cash right now. John reveals the stocks he thinks will be the next big names in the sector, along with his stock picks in gold, critical minerals, energy, and more.Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/EnLLbr72mc22zFwcHWvAWoJohn Feneck and Don Durrett are co-headlining Commodities Global Expo Arizona 2026 at the Westin Hotel in Tempe AZ September 18-20. Starts 6pm Sep 18 and ends 12 noon on Sep 20. To complete investor registration, please email john.feneck@yahoo.com or info@topshelf-partners.com. To view previous US mining events, click the "events" tab on http://www.topshelf-partners.comJohn's website for his real-time email service and newsletter: https://www.feneckconsulting.comJohn's 10 year track record in mining: https://www.feneckconsulting.com/performanceSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Ray Dalio says the United States is approaching a debt crisis, or maybe is already in one. The government knows UST demand is becoming a problem, so the argument goes, and it is quietly trying to control the bond market with buybacks before the situation gets out of control.But what you probably don't know is that there are ways to test Ray Dalio's warning. We did. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.cnbc.com/2026/08/21/ray-dalio-bessent-debt-crisis-bitcoin-gold.htmlhttps://www.bloomberg.com/news/articles/2026-08-21/dalio-says-sell-bonds-buy-gold-bitcoin-as-debt-crisis-loomshttps://www.usdebtclock.org/https://www.principles.com/big-debt-criseshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Freddy Gray is joined by James Johnson, co-founder of JL Partners, on why the midterms are looking increasingly grim for the Republicans. Trump's approval is trending down, the war is dragging on it, and James expects differential turnout to hand the Democrats the House, possibly with more than 230 seats.Freddy and James discuss why a Senate map that should have been safe for Republicans is now a toss-up, which six states will decide it, why prediction markets are not the answer, and why Michigan and its DSA-aligned candidate may be the one seat that saves Trump's majority.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoProduced by Henry Lloyd Hosted on Acast. See acast.com/privacy for more information.

Walmart's stock got punished this week for confirming what the mainstream said was impossible. And it wasn't the only retail giant to gently sound the alarm. For all the talk of "resilience", it isn't found in these latest reports - nor the bond market.Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.youtube.com/watch?v=Oep3EPnkUGIhttps://finance.yahoo.com/video/walmart-stock-sinks-despite-guidance-132405010.htmlhttps://www.bloomberg.com/news/articles/2026-08-20/walmart-posts-sluggish-sales-with-slowest-us-growth-in-six-yearshttps://www.cnbc.com/video/2026/08/18/july-pending-home-sales-down-in-all-regions.htmlhttps://finance.yahoo.com/video/lowes-earnings-ceo-cites-caution-153805916.htmlhttps://www.bloomberg.com/news/features/2026-07-08/lowe-s-trader-joe-s-push-mini-mania-luring-shoppers-with-tiny-itemshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Freddy Gray is joined by James Johnson, co-founder of JL Partners, on why the midterms are looking increasingly grim for the Republicans. Trump's approval is trending down, the war is dragging on it, and James expects differential turnout to hand the Democrats the House, possibly with more than 230 seats.Freddy and James discuss why a Senate map that should have been safe for Republicans is now a toss-up, which six states will decide it, why prediction markets are not the answer, and why Michigan and its DSA-aligned candidate may be the one seat that saves Trump's majority.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoProduced by Henry LloydBecome a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

In part one of The Wrap's viewer question special, Chris Whalen takes on a full slate of audience questions about the Fed, the Treasury, and where rates go from here. He explains why Kevin Warsh and Scott Bessent have largely written off war-driven inflation as something monetary policy can't fix, and what it would actually take to change that posture. From there he walks through the plumbing most commentary skips: why shrinking bank reserves would push short-term yields down rather than up, how the Treasury can run its own version of quantitative easing through repurchase agreements, and why the Fed's mortgage-backed securities book — much of it now carrying an average life measured in decades — represents what he calls a study in hubris. He also fields the practical questions: whether long Treasuries are worth owning (his answer is no), where he'd park cash instead, what a 5% 10-year does to the deficit math, and how big the next crisis-era bailout would have to be. The episode closes on the yen carry trade, the limits of what Washington can do about it, and Whalen's expectation that nothing difficult gets attempted before the midterms.Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Twitter/X: https://twitter.com/rcwhalen    Seeing Around Corners book: https://www.theinstitutionalriskanalyst.com/product-page/seeing-around-corners-achieving-success-in-business-and-life-hardcoverUse the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 — Cold open: shrinking reserves and the Treasury's repo plan0:33 — Welcome + what this episode is (part one of viewer Q&A)1:10 — How long will the Fed stay indifferent to inflation?4:08 — Could we cut the Fed out of rate decisions and just use SOFR?5:02 — Would you buy a 30-year bond at these rates?6:35 — If the Fed shrinks its balance sheet, don't rates go up?9:43 — What does "Treasury doing QE on the short end" actually mean?12:30 — A word from Monetary Metals13:56 — Can the Treasury handle 5% on the 10-year?15:26 — T-bills — pros, cons, and better alternatives16:25 — How big does the next bailout have to be?18:48 — The yen, intervention, and the carry-trade squeeze21:16 — The biggest macro story of the back half of the year23:37 — Parting thoughts: Florida, earnings season, and UWM next week

The credit cycle isn't really about blue owls, instead a gray swan. Nvidia isn't just in the news for its stock trading at a tremendous discount, it's how the company and all the money surrounding connect what might seem disparate dots all throughout the system, and in so doing point to the emerging downside the mainstream is having a harder time dismissing. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.wsj.com/tech/ai/why-big-techs-ai-spending-is-3-trillion-higher-than-it-seems-e1067bb2https://www.bloomberg.com/news/articles/2026-08-18/pimco-s-stracke-says-wealth-firms-running-shy-of-private-credithttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Freddy Gray is joined by Andrew Cockburn, Washington editor of Harper's Magazine, to discuss the state of the US Navy as the USS George Washington arrives in the Arabian Sea to replace the USS Abraham Lincoln, whose crew have sent home photographs of blocked lavatories, rotting rations and sailors who have lost a stone or more.Freddy and Andrew examine why the Iranian strike on the Navy's supply base in Bahrain has left the fleet resupplying from Diego Garcia, why Trump has ordered $50 billion of new launch systems ripped out and steam catapults put back, and whether Trump is now trapped in a war he can never admit he has not won.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoProduced by Henry LloydBecome a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

It's QE-lite!!!! Yield curve control!!!! Money printer go brrrrrr!!!! What's the truth about the Treasury buyback program? Well, it's starts with understanding what a buyback truly is and also how the government has been operating it for over two years already. In a sea of misinformation, here's the plain truth about the buybacks, starting with how misinformation is actually the whole point...on both sides.Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Eurodollar University Live 2October 9-12, West Palm Beach, Florida40 seats exist. Application only.https://eurodollar-university.com/edu-conference-2026----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityDavid Hunter sees a global bust ahead, after a blow-off top in the stock market that will lead to a crisis worse than 2008, followed by the Fed firing up the money printers into overdrive in a move that will cause gold, silver, and other commodities to skyrocket to prices previously thought unimaginable.Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/EnLLbr72mc22zFwcHWvAWoFollow David Hunter on X: https://x.com/DaveHcontrarianSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Earn up to a 4% yield on your physical gold or silver, paid in gold ounces: https://Monetary-Metals.com/CommodityEdward Dowd continues to sound the alarm on the ballooning AI bubble, a major real estate crisis unfolding, and unprecedented government intervention in the stock market, and he's calling for a major collapse of the broad indices, in a move that will break everything but gold, which he sees soaring to $10,000 ahead.Join the Commodity Culture Whatsapp Group: https://chat.whatsapp.com/EnLLbr72mc22zFwcHWvAWoBeyond the Narrative Substack: https://substack.com/@eddowdbeyondthenarrativePhinance Technologies: https://phinancetechnologies.comEdward Dowd's Website: https://www.eddowd.comFollow Edward on X: https://x.com/DowdEdwardSubscribe to the FREE Commodity Culture Newsletter: https://readplaza.com/commoditycultureFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Blaming Amazon's Prime Day, everyone is trying to work around yet another "unexpected" negative number. Following an "unexpected" drop in July payrolls, the Census Bureau now reports an "unexpected" drop in retail sales alongside an "unexpected" setback in consumer confidence and, yes, an "unexpected" decline in gasoline usage during peak driving season. None of this is unexpected, just the work of more mini-cycles. Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------https://www.cnbc.com/video/2026/08/14/retail-sales-unexpectedly-fell-in-july.htmlhttps://www.cnbc.com/video/2026/08/14/a-big-miss-on-retail-sales-in-july-heres-what-to-know.htmlhttps://www.facebook.com/Reuters/videos/amazon-prime-day-to-gauge-us-consumer-strain/3972193316417707/https://www.youtube.com/watch?v=yx7q-tX-BQYhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

In this episode of The Wrap with Chris Whalen, Chris breaks down the 777 Partners bankruptcy — a sprawling collapse touching insurance, reinsurance, soccer clubs, and airlines that he says is a preview of how private credit ultimately unwinds: slowly, messily, and with fraud along the way. He explains why the contagion risk to insurance matters most for ordinary people, since firms like Apollo, Brookfield, and Blue Owl use insurance balance sheets to fund private credit strategies, leaving annuity and life policyholders exposed. Chris also digs into United Wholesale Mortgage, arguing the real problem wasn't the Two Harbors hedge but years of cash extraction and overvalued servicing assets — and what Oaktree's $1.5 billion rescue means now that "the grim reaper of Wall Street" is in the building. On markets, he describes a manic tape where cycles no longer exist, questions whether AI valuations survive Chinese competitors offering the same functionality at a tenth of the cost, and wonders whether Kevin Warsh will finally let the market take a hit. He then makes the case that the cooler CPI print is masking a genuine inflation problem: diesel is up roughly 35% since February, key industrial chemicals and LNG capacity was destroyed in the Iran conflict, and those input costs are rippling into food, housing, construction, and packaging. Finally, Chris explains why he thinks the gold and silver bull markets remain fully intact, and what the Byzantine Empire taught him about what happens when gold runs short.Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/ 777 Partners blog post: https://www.theinstitutionalriskanalyst.com/post/theira879 Twitter/X: https://twitter.com/rcwhalen    Seeing Around Corners book: https://www.theinstitutionalriskanalyst.com/product-page/seeing-around-corners-achieving-success-in-business-and-life-hardcoverUse the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 - Intro1:37 - 777 Partners bankruptcy: what the demise of private credit looks like3:56 - Does this accelerate the slow-motion train wreck?5:45 - Contagion risk to insurance: annuities, life policies, and private credit balance sheets7:36 - United Wholesale Mortgage, Mat Ishbia, and the Oaktree rescue10:44 - Oaktree, the "grim reaper of Wall Street," and stress in mortgage lending11:00 - DSCR loans and the rental-property workaround12:13 - Monetary Metals: earn a yield on your gold13:22 - Markets at records: "the numbers are too big"15:20 - The Warsh Fed: will bailouts end?16:05 - AI valuations, the price war, and Chinese competition17:36 - Inflation beneath the surface: input costs are exploding18:08 - Diesel up 35%, heating oil, chemicals, and the fall squeeze20:02 - Food prices, farmers, and the Iran war fallout22:39 - Spillover into housing, construction materials, and packaging24:19 - Gold's run higher and Chinese buying25:13 - Silver: a commercial trade, and the supply problem26:44 - The WGA precious metals top 25 list28:14 - Lessons from Byzantine monetary history29:38 - Parting thoughts: private credit surprises, the Middle East, and the midterms30:39 - Closing

Freddy Gray is joined by Jacob Heilbrunn, editor of The National Interest and a senior fellow at the Atlantic Council, for a tour around the houses of Trumpworld. Karoline Leavitt has resigned as White House press secretary, officially to spend more time with her young family, and Washington is busy deciding whether to believe it.Freddy and Jacob discuss who might replace her and what the exit says about the mood inside the West Wing; why Trump's approval rating has sunk to a level last seen under Nixon in 1974; whether the wars in Ukraine and Iran are edging the world towards something larger; and why Jacob thinks a presidency that broke every rule about who can reach the White House may end up clearing the path for AOC.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoProduced by Henry LloydBecome a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

Japan and the United States just launched one of the most dramatic currency interventions in decades. But less than two weeks later, half the yen's gains have already disappeared. The currency is already back around 159 to the dollar, once again threatening the psychologically important 160 level. Now what?Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------EDU's August 2026 Webinar on the four stages of investing:https://youtube.com/live/6loLe-RuGk8?feature=shareEDU's June 2026 Webinar on the backgroud:https://youtube.com/live/We2aP56WLJ8?feature=shareEDU's Special webinar offer:edu2.eurodollar.university/webinar ----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

When the person responsible for managing nearly **$2 trillion of a nation's savings** starts discussing the possibility of losing all of it, you should probably listen. Though, deep down you already know what I'm talking about. You think everyone is long and buying the market. The truth is, people are already checking out, especially the institutional types. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------EDU's August 2026 Webinar on the four stages of investing:https://youtube.com/live/6loLe-RuGk8?feature=shareEDU's June 2026 Webinar on the backgroud:https://youtube.com/live/We2aP56WLJ8?feature=shareEDU's Special webinar offer:edu2.eurodollar.university/webinar ----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

In this episode of Americano, Freddy Gray speaks to physicist and Spectator contributor Steve Hsu about the uncomfortable realities of modern warfare. Why are cheap missiles and drones so difficult and expensive to intercept? Freddy asks Steve about just how depleted are America's missile stocks, and can the West rebuild its defence industry quickly enough?They also discuss China's dominance of critical supply chains, the vulnerability of energy infrastructure and shipping, the strategic threat posed to Taiwan, Japan and South Korea, and why missile defence may be losing its long-standing race against missile technology. Steve also speaks to Freddy about the future of autonomous warfare, including the development of AI-powered drones capable of making decisions on the battlefield.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/Americano Hosted on Acast. See acast.com/privacy for more information.

Freddy Gray speaks to physicist and Spectator contributor Steve Hsu about the uncomfortable realities of modern warfare. Why are cheap missiles and drones so difficult and expensive to intercept? Freddy asks Steve about just how depleted are America's missile stocks, and can the West rebuild its defence industry quickly enough? They also discuss China's dominance of critical supply chains, the vulnerability of energy infrastructure and shipping, the strategic threat posed to Taiwan, Japan and South Korea, and why missile defence may be losing its long-standing race against missile technology. Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoBecome a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

Yes, we are going to have to worry about mortgage debt, too. To say the nation's largest private mortgage originator had a bad week is an understatement. But what did the company's stock plunge tell us? Not subprime 2.0. Instead, a familiar tale spreads yet again.Eurodollar University's conversation w/Steve Van Metre----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider-----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

In this episode of The Wrap with Chris Whalen, Chris breaks down the week across mortgages, rates, and precious metals. He opens with United Wholesale Mortgage, explaining why he believes Matt Ishbia should resign after the company hedged the balance sheet of an acquisition target it didn't own and never won — a misstep that produced a six hundred million dollar loss and forced a rescue from Oak Tree on onerous terms that leave common shareholders at the back of the line. Chris contrasts that with Rocket's standout quarter and lays out his broader housing view: investment banks hold this market together until the IPO fees are booked, then step back, setting up a potential correction next year and a general decline in home prices of ten to twenty percent by 2028. From there the conversation turns to the return of financial repression — short-end yields pushed down while the long end reacts to deficits and inflation — and why, with debt approaching forty trillion, he considers Fed independence a fiction and the Treasury the dog to the Fed's tail. Chris also unpacks the Bank of Japan's thirty-day repo with the Fed, why it lit a fire under gold and silver, and David Kotok's idea of using euro-denominated US credit default swaps to benchmark gold. He closes on taxing wealth over income, the erosion of fiscal credibility, and his gold book research into thirteen hundred years of Byzantine monetary stability.Thank you to our sponsor, Monetary Metals. Learn more at https://www.monetary-metals.com/THEWRAP/Links:    The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.com/  Twitter/X: https://twitter.com/rcwhalen    Seeing Around Corners book: https://www.theinstitutionalriskanalyst.com/product-page/seeing-around-corners-achieving-success-in-business-and-life-hardcoverUse the code TheWrap2026 for 25% off your first year of The Institutional Risk Analyst https://www.theinstitutionalriskanalyst.com/plans-pricingTimestamps:0:00 — Intro1:08 — Why Matt Ishbia should resign from UWM2:30 — The Oak Tree rescue and what it means for shareholders3:31 — Mortgage earnings: PennyMac, loanDepot, Rocket4:23 — Is UWM going to be sold?5:43 — Health of the broader mortgage industry6:50 — Seven percent rates and where volume is coming from7:30 — What the Fed does next, and the long end8:20 — "Misery on the eights" — is the timeline accelerating?9:20 — Housing correction: 10–20% by 202810:40 — The return of financial repression12:00 — Why the Treasury benefits, and the shift to T-bills13:06 — "The Treasury is the dog, the Fed is the tail"13:40 — The dollar, foreign central banks, and gold reserves14:20 — The Bank of Japan repo transaction explained15:14 — What Warsh does if the FOMC wants a hike16:30 — Inflation, diesel exports, and the energy squeeze17:34 — David Kotok on benchmarking gold with credit default swaps18:40 — Why fiscal fear flows into gold19:30 — How far away is a US debt restructuring?21:04 — Taxing wealth instead of income22:42 — What cutting the deficit would actually do to rates25:15 — Back to the BOJ: why it forced gold and silver higher28:00 — What if Japan doesn't take the bonds back?28:48 — Foreign central banks are selling Treasuries29:47 — Does the US care about gold the way the rest of the world does?32:10 — Bessent and the K-shaped economy33:12 — Housekeeping: viewer question episode33:50 — Parting thoughts

Freddy Gray is joined by Amanda Hunt, a partner at Keller Postman LLC, who are leading the Tylenol autism litigation. Trump brought the case to the worlds attention when he raised the alarm over usage – especially for pregnant women. Freddy and Amanda discuss the latest developments with the case and why this isn't solely a Conservative or Trump issue. Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoBecome a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

Gus Carter is joined by Geoffrey Cain to speak about the ongoing developments in Chinese AI, and how it stacks up to its American rivals. Gus and Geoffrey talk about the emergence of Kimi K3, and how Chinese models will become inherently more competitive to global audiences, not just those the United States. They also discuss the OpenAI model that went rogue, and how other US models refused to undertake research to prevent the same from happening again.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoProduced by Henry Lloyd Hosted on Acast. See acast.com/privacy for more information.

Scott interviews Jeff Deist about the significance of Ron Paul, who Deist used to work for, as well as Murray Rothbard. They then discuss the challenges and opportunities that the movement both men helped create and lead faces going forward. Discussed on the show: The Great Deformation: The Corruption of Capitalism in America by David A. Stockman Rothbard at 100 “Appreciating Rothbard's Political Genius” (The Property and Freedom Society) I Hate Max Lerner by Murray Rothbard Jeff Deist is General Counsel of Monetary Metals. He previously worked as President of the Mises Institute, where he serves as a writer, public speaker, and advocate for property, markets, and civil society and as a longtime advisor and chief of staff to Congressman Ron Paul, for whom he wrote hundreds of articles and speeches. Follow him on X @jeffdeist.  Sign up for the Scott Horton Academy of Foreign Policy and Freedom at scotthortonacademy.com For more on Scott's work: Check out The Libertarian Institute: https://www.libertarianinstitute.org Check out Scott's other show, Provoked, with Darryl Cooper https://youtube.com/@Provoked_Show Read Scott's books: Provoked: How Washington Started the New Cold War with Russia and the Catastrophe in Ukraine https://amzn.to/43D82oY (The audiobook of Provoked is being published in sections at https://scotthortonshow.com) Enough Already: Time to End the War on Terrorism: https://amzn.to/4eMQblu Fool's Errand: Time to End the War in Afghanistan https://amzn.to/4a5fKvx Follow Scott on X @scotthortonshow And check out Scott's full interview archives: https://scotthorton.org/all-interviews This episode of the Scott Horton Show is sponsored by: Tax Attorney Matt Sercely https://agoristtaxadvice.com; Moon Does Artisan Coffee https://scotthorton.org/coffee; Tom Woods' Liberty Classroom https://www.libertyclassroom.com/dap/a/?a=1616 and Dissident Media https://dissidentmedia.com; Expat Money https://expatmoney.com/scott; and Crowdhealth https://www.joincrowdhealth.com/ (use promocode Horton) You can also support Scott's work by making a one-time or recurring donation at https://scotthorton.org/donate/https://scotthortonshow.com or https://patreon.com/scotthortonshow Audio cleaned up with the Podsworth app: https://podsworth.com Use code HORTON50 for 50% off your first order at Podsworth.com to clean up your voice recordings, sound like a pro, and also support the Scott Horton Show! Learn more about your ad choices. Visit megaphone.fm/adchoices

 Download Audio. Scott interviews Jeff Deist about the significance of Ron Paul, who Deist used to work for, as well as Murray Rothbard. They then discuss the challenges and opportunities that the movement both men helped create and lead faces going forward. Discussed on the show: The Great Deformation: The Corruption of Capitalism in America by David A. Stockman Rothbard at 100 “Appreciating Rothbard's Political Genius” (The Property and Freedom Society) I Hate Max Lerner by Murray Rothbard Jeff Deist is General Counsel of Monetary Metals. He previously worked as President of the Mises Institute, where he serves as a writer, public speaker, and advocate for property, markets, and civil society and as a longtime advisor and chief of staff to Congressman Ron Paul, for whom he wrote hundreds of articles and speeches. Follow him on X @jeffdeist.  Sign up for the Scott Horton Academy of Foreign Policy and Freedom at scotthortonacademy.com For more on Scott’s work: Check out The Libertarian Institute: https://www.libertarianinstitute.org Check out Scott’s other show, Provoked, with Darryl Cooper https://youtube.com/@Provoked_Show Read Scott’s books: Provoked: How Washington Started the New Cold War with Russia and the Catastrophe in Ukraine https://amzn.to/43D82oY (The audiobook of Provoked is being published in sections at https://scotthortonshow.com) Enough Already: Time to End the War on Terrorism: https://amzn.to/4eMQblu Fool's Errand: Time to End the War in Afghanistan https://amzn.to/4a5fKvx Follow Scott on X @scotthortonshow And check out Scott's full interview archives: https://scotthorton.org/all-interviews This episode of the Scott Horton Show is sponsored by: Tax Attorney Matt Sercely https://agoristtaxadvice.com; Moon Does Artisan Coffee https://scotthorton.org/coffee; Tom Woods' Liberty Classroom https://www.libertyclassroom.com/dap/a/?a=1616 and Dissident Media https://dissidentmedia.com; Expat Money https://expatmoney.com/scott; and Crowdhealth https://www.joincrowdhealth.com/ (use promocode Horton) You can also support Scott's work by making a one-time or recurring donation at https://scotthorton.org/donate/https://scotthortonshow.com or https://patreon.com/scotthortonshow Audio cleaned up with the Podsworth app: https://podsworth.com Use code HORTON50 for 50% off your first order at Podsworth.com to clean up your voice recordings, sound like a pro, and also support the Scott Horton Show!

Freddy Gray is joined by Ben Judah, a former Labour Special Advisor to discuss the new government's outlook on foreign affairs. Freddy and Ben examine how Andy Burnham's appointment of Ed Miliband as Foreign Secretary will shape the way Britain builds on its special relationship with the United States and the Trump Whitehouse. They also discuss the implications of Miliband's past positions on net zero and fresh drilling for oil and gas, and how that might come to affect his personal relationship with Marco Rubio and Donald Trump.Learn how to earn yield on gold, paid in gold, at Monetary-Metals.com/AmericanoProduced by Natasha Feroze and Henry Lloyd. Hosted on Acast. See acast.com/privacy for more information.

Saying Goodbye to JCD. The first test of the Fed Chair – with a miserable outcome. Some eye popping moves. An update on the meniscus repair. And our guest this week – Christoper Whalen – Publisher of The Institutional Risk Analyst  NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Christopher Whalen is one of America’s best-known independent banking analysts and financial historians. He is Chairman of Whalen Global Advisors and publisher of The Institutional Risk Analyst, where he analyzes banks, credit markets, housing finance, and financial regulation. Chris has spent decades studying the U.S. financial system from both the public and private sectors and is the author of Inflated: Money, Debt and the American Dream. His market commentary is widely followed because he’s willing to challenge conventional thinking—and often does so well before consensus catches up. Chris recently became a brand ambassador for Monetary Metals, a company whose approach to making physical gold a productive asset aligns with views he’s held for years about the role of gold in a portfolio.  Follow @rcwhalen Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (MSFT), (TLT), (META), (INTC), (AMZN)

Everyone believes the AI bubble is mainly about stocks. That makes sense. The obvious historical comparison is the dot-com bubble. However, this one is all about credit unlike 1999. And that credit is now talking loudly through credit default swaps and other debt market signals. Companies like Oracle and SpaceX have seen their CDS prices surge recently, with big moves in July across all the big names in AI tech: Amazon, Meta, and negative cash flow for the first time Google, Alphabet, whatever the company calls itself. Nvidia is seeing higher premiums. Even BlackRock trying to sell an AI-linked bond, similar results to what we talked about with Amazon's bond.The debt problem is spreading and deepening as the debt cycle turns more and more. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.bloomberg.com/news/articles/2026-07-27/blackrock-raises-12-5-billion-of-debt-for-meta-data-centerhttps://www.tomshardware.com/tech-industry/artificial-intelligence/ai-cost-crisis-hits-tech-giants-as-employee-tokenmaxxing-backfires-agentic-ai-eats-up-to-1000x-more-tokens-than-standard-ai-sparks-corporate-pullback-at-microsoft-meta-and-amazonhttps://mashable.com/tech/ai-backlash-vibe-shifthttps://www.facebook.com/FastMoney/videos/oracle-reportedly-facing-cost-overruns/1033596599253258/https://www.wsj.com/video/lessons-from-the-dot-com-bubble/FB0BBA73-9133-4000-8C71-4A5B6C7D8AB7https://www.cnn.com/videos/tv/2018/07/26/2000s-original-series-episode-4-clip-2-technology.cnnhttps://www.youtube.com/watch?v=TfW5pWpsHAohttps://uk.finance.yahoo.com/video/spacex-sheds-600-billion-three-085352127.htmlhttps://www.youtube.com/watch?v=IW-dfyp8OkUhttps://finance.yahoo.com/video/chip-stocks-fight-to-rebound-as-semiconductors-slip-into-bear-market-135658468.htmlhttps://www.youtube.com/watch?v=pCSDhGHgDG4https://finance.yahoo.com/video/chip-sell-off-even-sk-hynixs-1242-profit-growth-couldnt-wow-investors-133907245.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

When people hear the words “trade war,” they usually think of one person: Donald Trump. But while everyone has been watching Washington and Beijing, another potential trade war has been developing much more quietly—and this one could be even more disruptive than most people realize. And for one of its participants, a key line has just been crossed. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.bloomberg.com/news/articles/2026-07-28/germany-maps-china-s-weaknesses-in-preparation-for-a-trade-warhttps://www.youtube.com/watch?v=NmaOMHPQR1Ahttps://abcnews.com/International/wireStory/china-slaps-export-controls-14-eu-entities-retaliation-135045129https://www.youtube.com/watch?v=Fml0iDKyNaEhttps://www.n-tv.de/politik/Vier-von-fuenf-Deutschen-sind-unzufrieden-mit-der-Bundesregierung-id31083833.htmlhttps://www.bloomberg.com/news/articles/2026-07-27/german-industry-warns-energy-price-shock-is-crimping-investmenthttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu

Most people believe another Asian financial crisis can't happen. Not like 1997. Asian governments now have enormous foreign-exchange reserves. Their currencies are generally more flexible. Banks are better regulated. Officials supposedly understand contagion, currency mismatches, and the importance of acting quickly.In short, Asia learned its lesson. But what if that is the wrong lesson?Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------If you want to see The Four Economic Regimes, and How to Position Your Portfolio for Each One, sign up here https://eurodollar-university.com/home-page----------------------------------------------------------------------------------https://www.youtube.com/watch?v=cPJkRKFDoGghttps://www.youtube.com/watch?v=T3GD0_PyHcYhttps://www.youtube.com/watch?v=sYNBKZOkfPMhttps://www.youtube.com/watch?v=mHf01Jjwrechttps://www.youtube.com/watch?v=7MBctTpJCgwhttps://www.youtube.com/watch?v=f7DZVHAOBVkhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDUI'll also be active on Bravais Social - a new AI-centered social network designed for professionals and knowledge workers. The platform aims to bring together a wider range of tools and functionalities tailored specifically for professional interaction, research, and knowledge exchange in one place. You can find me here: https://bravais.social/profile/edu