Episode 135
The money map is shifting under our feet, and the clearest signals aren’t in press conferences—they’re in vaults, balance sheets, and price mechanics. We dig into why central banks are flipping from Treasuries to gold, how sanctions and policy shocks sped up de-dollarization, and what China’s bid to custody foreign bullion says about where trust is migrating. If markets run on confidence, then custody is the truest vote, and that vote is moving East.
We also unpack the liquidity habit that never really ended. From 2019’s repo rupture to today’s mixed data—higher prices paid versus weakening labor—we’re living through a K-shaped reality where leverage gets bailouts while households fight erosion. Ron Paul’s blunt assessment of moral and fiscal bankruptcy frames the question that matters: are we solving problems, or just hiding them with cheaper money and new acronyms? That’s where CBDCs enter the story—programmable rails that promise efficiency while centralizing control.
On the risk side of the barbell sits Bitcoin, fresh off a sentiment swing that looks less like panic and more like accumulation. ETFs opened the door; now the big players decide when to talk their book. Scarcity math hasn’t changed, and neither has the network. Dips may simply be the toll for long-term positioning in an asset that can’t be printed. Meanwhile, we follow the friction in precious metals—delayed scrap payments, tight wholesale liquidity, and the unmistakable rise of physical over paper.
We don’t stop at markets. We connect political outcomes to financial incentives, from big business aligning with big government to EU-Ukraine funding framed as defense but aimed at debt mutualization and federalization. Consolidation thrives on crisis, and crisis is rarely wasted. Our take is practical: diversify your risk, keep fiat for utility not storage, stack physical for sovereignty, and consider a measured slice of censorship-resistant assets if you can stomach volatility. If trust is the rarest commodity, owning what cannot be printed is more than a hedge—it’s a stance.
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Published on 14 hours ago
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