CLICK HERE to listen to today’s podcast.
In today’s podcast, we explore the rare phenomenon of simultaneous declines in the stock market, bond market, and currency market—a powerful signal of capital flight out of the US.
We talk about when and where this has happened before, and why the Federal Reserve’s diminishing control over interest rates won’t fix it.
We also discuss what higher rates mean for the commercial real estate market, and how that reverberates through the banking system.
And we answer the question: is gold overbought, and inching towards a correction?
The podcast also covers:
- Why gold, not Bitcoin, remains the ultimate safe haven for central banks.
- Why the US dollar’s dominance is fading—and what comes next.
- The case for gold stocks over physical gold in today’s environment.
Give it a listen here.