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Doomberg: Geopolitics, Debt, & Big Promises. How Trump is Reshuffling the World Order
Tom Bodrovics welcomes back Doomberg, head writer for the Doomberg Substack, to discuss a range of topics including Trump's presidency, national debt challenges, energy policy, and global geopolitical dynamics. Doomberg begins by analyzing Donald Trump's first 58 days in office, highlighting his whirlwind pace of executive actions. He notes that Trump is fulfilling many promises but acknowledges the limitations of relying on executive orders, which can be undone by future administrations. Doomberg expresses concern about the long-term effects of policy whiplash on industries with lengthy planning cycles, emphasizing the importance of predictable governance for capital investment. The conversation shifts to the national debt and Treasury Secretary Scott Bessent's challenges in refinancing $6.7 trillion of maturing debt. Doomberg criticizes Janet Yellen's management of the debt maturity curve, comparing it to practices seen in emerging markets before crises. He suggests that Trump's team is navigating a delicate fiscal situation, potentially leading to a short but deep recession to reset the economy ahead of midterm elections. Doomberg explores unconventional strategies like creating a crypto reserve or revaluing U.S. gold holdings to alleviate debt pressures. He also discusses the potential for tax reforms and spending cuts. The Doom Bird discusses energy policy under Secretary Chris Wright, praising his business acumen and alignment with pro-energy industry stances. The Lifting of LNG export restrictions and the expected surge in energy production could position Trump's administration as friendly to business despite the risks of policy volatility. Doomberg also examines global trade dynamics, particularly U.S. - Canada relations under Mark Carney's leadership and potential tariffs as a revenue source. The discussion extends to geopolitical tensions, including Trump's approach to Ukraine, NATO, and potential conflicts with Iran. Doomberg questions the feasibility of military interventions and suggests that economic leverage, such as energy supplies, might play a more significant role in resolving conflicts than direct confrontation. Time Stamp References:0:00 - Introduction0:55 - Trump Accomplishments?4:30 - Yellen & Debt Servicing7:28 - Debt Solutions/Crypto?11:55 - Gold Revaluation?14:14 - Tariffs, DOGE, & Tax Changes23:04 - Energy Policy Changes27:08 - Tariff Revenue?29:19 - Trade Wars & Canada34:37 - Carney Conspiracy38:29 - Ukraine Thinking43:04 - Dismantling NATO45:26 - E.U. Energy & Military50:06 - Military Might51:34 - Iran Considerations53:42 - BRICS Path Forward?57:13 - Competing Ideas & Truth1:02:53 - Content Treadmill1:07:27 - Wrap Up Guest Links:X: https://x.com/DoombergTWebsite: https://doomberg.substack.com Doomberg is the anonymous publishing arm of a bespoke consulting firm providing advisory services to family offices and c-suite executives. Its principals apply their decades of experience across heavy industry, private equity, and finance to deliver innovative thinking and clarity to complex problems.
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1:08:27
James Anderson: This is a Run to Gold over Bonds
Tom welcomes James Anderson back from SDBullion to discuss the significant developments in the precious metals market. James delves into the recent all-time highs for gold at $3,000 per ounce, highlighting its historical significance and the potential implications for investors. Anderson emphasizes that breaking through key price levels like $1,000, $2,000, and now $3,000 is not just a numerical milestone but often signals shifts in market dynamics. He recalls past volatility, such as the 2008 financial crisis when gold prices plummeted before rebounding, illustrating how these events shape investor behavior and market trends. James also touches on the broader economic context, including the role of central banks and the potential for a paradigm shift in asset valuation. Anderson suggests that gold is likely to reassert its dominance over traditional assets like stocks and bonds, driven by factors such as debt levels, inflation, and geopolitical tensions. Silver's recent market dynamics are explored as well, with Anderson noting significant physical withdrawals from London markets and the impact of tariffs on supply chains. He advises investors to monitor lease rates and physical inventories, warning against the risks of ETFs that may not fully reflect underlying asset availability. Anderson also addresses cultural differences in precious metals investment, highlighting how Eastern economies, with historical experiences of currency devaluation, tend to prioritize gold and silver as reliable stores of value. In contrast, Western investors often lack this historical perspective. Looking ahead, Anderson discusses potential future developments, including the possibility of a gold revaluation and the importance of long-term planning and diversification, advocating for a prudent allocation into precious metals. Time Stamp References:0:00 - Introduction0:50 - $3000 Gold Significance4:14 - Long-Term Technicals8:04 - LBMA Gold Situation10:59 - ETFs & PSLV Audits16:58 - Western Metals Apathy18:50 - Fort Knox Psyop21:05 - Eastern Buying23:56 - Nominal Highs & Inflation26:12 - Doubts & Tariffs29:00 - Gold Confiscation Risk?32:18 - Platinum Metals?34:52 - 2025 Investment Advice39:26 - Wrap Up Guest Links:Twitter: https://twitter.com/jameshenryandYouTube: https://www.youtube.com/c/sdbullion/videosWebsite: https://sdbullion.com/Blog: https://sdbullion.com/blogJames Book: https://sdbullion.com/21st-century-gold-rush-book A bullion buyer years before the 2008 Global Financial Crisis, James Anderson is a grounded precious metals researcher, content creator, and physical investment grade bullion professional. He has authored several Gold & Silver Guides and been featured on the History Channel, Zero Hedge, Gold-Eagle, Silver Seek, Value Walk, and many more. Given that repressed commodity values are now near 100-year low-level valuations versus large US stocks, investors and savers should buy and maintain a prudent physical bullion position. Continued stimulus and unfunded promises will only debase the dollar further.
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40:11
Chris Irons: Gold Outpacing the S&P, Just the Start?
Tom Bodrovics welcomes back the always forthright Chris Irons host of Quoth the Raven podcast host and author of QTR's Fringe Finance Substack. The conversation covers a wide range of topics, from economic policies to mental well-being. They discuss the inefficiencies of government-run services compared to private sector alternatives, using examples like FedEx versus the Postal Service. They also critique the Federal Reserve's role in managing economic crises, arguing that bailouts have conditioned people to expect comfort without facing necessary consequences. Chris expresses concerns about market bubbles in cryptocurrencies, equities, and real estate, warning of potential cascading effects from options trading, ETFs, and leveraged loans. The duo also discusses the possibility of a significant market crash and its psychological impact on individuals who are conditioned to expect bailouts. The conversation touches on social issues like gender rights, emphasizing the importance of common sense and moderation. Chris advocates for personal responsibility and delayed gratification as essential coping mechanisms against societal overindulgence and the culture of instant gratification. Tom and Chris highlight the importance of mental preparedness and resilience, drawing parallels between economic discomfort and personal well-being. They stress the value of practicing discomfort and mindfulness to build psychological resilience, referencing stoic philosophies and the benefits of introspection. The discussion ends on a cautious note, acknowledging the potential for significant societal change but expressing uncertainty about whether it will lead to positive outcomes like fiscal discipline or greater social responsibility. They conclude with reflections on wealth, happiness, and the importance of inner peace, suggesting that true contentment often lies within personal mental fortitude rather than external circumstances. Time Stamp References:0:00 - Introduction0:47 - Crazy News Flow6:12 - Perceptions, Media, & Mkts20:27 - Competing Ideas & Debate31:17 - Economic Theory & Outlook34:20 - The Inequality Gap44:50 - Slow Decline & Taxes53:50 - Spending Cuts & Reactions1:08:00 - Four Year U.S. Outlook?1:14:50 - Bandaid Fixes & Comfort1:16:40 - Personal Responsibility1:22:10 - Wrap Up Guest Links:YouTube: https://www.youtube.com/channel/UCxUo55-0ScpOQNdug8FCzzA/videosPodcast: https://quoththeraven.podbean.comSubstack + Discount: https://quoththeraven.substack.com/subscribe?coupon=92245385X: https://x.com/QTRResearch Chris Irons is the host of The Quoth The Raven Podcast, a show dedicated to discussing Fringe Finance topics and exploring the boundaries of investment decisions. Irons has spent years reading the news and has developed a strong opinion on the mainstream media's ability to drive a narrative which serves the interests of a small minority. His focus is to provide content that is rarely found elsewhere and to curate content from people he respects. Irons is not afraid to challenge the mainstream narrative or succumb to it when it serves the collective best interests. Chris is not providing investment advice and the content on The Quoth The Raven podcast/substack is not meant to be taken as such. Anything mentioned should not be taken as a recommendation to buy or sell anything.
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1:23:11
Craig Hemke: Monetizing Assets & Gold’s Role in 2025
Craig Hemke from TF Metals Report discusses macroeconomic trends, gold markets, and investment strategies. He emphasizes the importance of central bank demand for gold, driven by geopolitical tensions like Russia's invasion of Ukraine, which has led to record purchases over the past three years. This demand has created a physical floor under the gold market despite rising interest rates and a strong dollar. Hemke also explores the role of the Federal Reserve, noting its significant impact on liquidity and market expectations. He discusses potential quantitative easing measures due to high government spending and deficits, which could further inflate asset prices. The yield curve inversion in 2024 was highlighted as a precursor to economic challenges, with the Fed's policy shifts influencing currency and metals markets. The conversation touches on the complexities of investing in precious metals, particularly silver, which straddles commodity and monetary roles. Hemke warned against passive investments like ETFs, advising investors to do thorough research when selecting individual mining stocks. He stresses the importance of a diversified portfolio and cautions against overexposure to any single asset. Contrarian investing is addressed, with Hemke encouraging prudence rather than extremism. He advises increasing allocations to gold gradually, emphasizing long-term strategic positioning rather than timing market dips. He concludes by reiterating the role of gold as a hedge against a debt-based monetary system nearing its limits, urging investors to focus on preserving purchasing power through physical ownership. Time Stamp References:0:00 - Introduction0:40 - Macrocast & C.B. Demand5:42 - Fed's Importance?8:00 - Moar Q.E. Coming?11:25 - Fed & Drastic Action12:55 - State of Equity Mkts16:37 - Tariffs & Big Picture23:54 - U.S. Gold Revaluation?32:26 - Gold Supply & Demand?35:35 - It's Fine39:00 - Silver Considerations41:48 - Miners & Prod. Costs47:13 - Contrarian Mindset49:55 - Wrap Up Guest Links:Twitter: https://x.com/TFMetalsWebsite: https://www.tfmetalsreport.com/subscribeArticle: Inversion/Reversion Macrocast - https://goldseek.com/article/inversion-reversion-2025-macrocast Craig Hemke, aka "Turd Ferguson," was a licensed securities "professional" for nearly twenty years. Then, disgruntled by the fraud known as "financial services," he retired to a career as a serial entrepreneur in 2008. Though otherworldly in his ability to forecast price movements, Craig is not a soothsayer, a psychic, or a witch, but, after all these years, he has a decent understanding of the forces at play in the precious metal "markets."
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52:49
C.B. Operation, Metals Deception, and LBMA
Tom welcomes back Matthew Pipenburg from Von Greyerz Gold Switzerland for another thoughtful swap-fest. They began by discussing the ongoing conflict in Ukraine and its impact on military spending, which has diverted resources away from domestic priorities like healthcare and education. They pointed out that many countries are facing significant debt issues, leading to a shift away from the US dollar as the primary reserve currency. This trend has increased interest in gold as an alternative asset for reserves. The role of gold was a key topic, with Matthew noting that while revaluing gold could offer short-term benefits but it wouldn’t resolve the underlying debt crisis. Central banks, especially those in BRICS countries, have been increasing their gold holdings as a strategic reserve, reflecting growing doubts about fiat currencies. Matt criticized high military spending relative to domestic investments in the US, arguing that this imbalance is unsustainable. They also talked about central bank operations and market manipulation. Quantitative easing has led to market distortions and bubbles, while market manipulation risks eroding trust in financial systems. The conversation turned to global shifts, with BRICS countries gaining influence through their increased use of gold as a reserve asset. Tom highlighted the likelihood of significant market corrections due to high valuations and economic instability. Finally, Matthew emphasized the need for informed, fact-based discussions rather than partisan debates, urging critical thinking about government policies and encouraging engagement with diverse viewpoints from contrarian sources like Jeffrey Sachs. Time Stamp References:0:00 - Introduction0:43 - Peace & Euro War Drums17:53 - Cold War & Rationality26:30 - Trump & The Liberal Shift29:00 - Negative Real Rates34:18 - Capital Controls & CBDCs37:49 - Cognitive Dissonance?41:25 - Yellen & Short Term Debt45:53 - Adjustment Period52:23 - Gold Going Mainstream?58:04 - Revaluing U.S. Gold1:02:02 - U.S. Gold Holdings?1:08:15 - Canadian Leadership1:10:30 - Conclusion & Wrap Up Talking Points From This Episode The world faces significant economic challenges, including high debt levels, shifting reserve currencies, and the weaponization of financial instruments. Gold is increasingly seen as a safer asset in uncertain times, with central banks diversifying their reserves. There's an urgent need for balanced, fact-based discussions to address complex economic and geopolitical issues. Guest LinksX: https://x.com/GoldSwitzerlandWebsite: https://goldswitzerland.com/Website: https://vg.goldArticles: https://signalsmatter.com/Book (Amazon): https://tinyurl.com/pvpfmy8c Matthew Piepenburg is a Partner of Von Greyerz and the author of the popular book, "Rigged to Fail". Matt is fluent in French, German, and English. He is a graduate of Brown (BA), Harvard (MA), and the University of Michigan (JD). His widely-respected reports on macro conditions and the changing behavior of risk assets are published regularly at SignalsMatter.com.
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1:12:59