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Summary: In this conversation, James and Joe discuss the rare simultaneous decline in the stock market, bond market, and the US dollar, exploring its implications and historical context. They analyze the factors leading to capital flight, the role of central banks, and the dynamics of currency markets. The discussion also
Peter Schiff critiques Trump’s market manipulations, discusses gold and Bitcoin’s movements, and highlights economic weaknesses, suggesting gold mining stocks as a superior investment strategy. This episode is sponsored by Kalshi. Get $10 when you sign up and makes a $100 trade by 4/28/25 at New song by Laughing Cats: Peter
You can’t manufacture prosperity in a country that doesn’t manufacture savings. #short
Robert Triffin predicted it decades ago: the U.S. dollar cannot be the global reserve currency forever. Why? Because the only way to keep the world supplied with dollars is for the U.S. to run massive trade deficits — forever. As the U.S. shrinks relative to global GDP, this burden becomes
China didn’t buy treasuries just to sell them cheaply later. These holdings were accumulated over decades. But in an economic war, you use the tools you have. By selling treasuries, converting dollars into euros, and buying European bonds, China might be sending a strong message — and making things harder
Can foreign governments actually own U.S. debt, or is it just parked under someone else’s name? In this clip, Joe and James break down the opaque world of Treasury ownership, shell jurisdictions like Belgium, and why the U.S. Treasury doesn’t follow its own KYC rules. Watch the full podcast episode:
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