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Schiff: "Real Rates Are Going To Collapse"; Dollar Confidence Crisis
Schiff: "Real Rates Are Going To Collapse"; Dollar Confidence Crisis
Gold or Bitcoin: which can anchor the next reserve system?
Last night, in a ZH debate hosted by Real Vision's Ash Bennington, Peter Schiff argued for gold’s role as the future global reserve currency, while Mark Moss made the case for Bitcoin, arguing that it is gaining traction on sovereign balance sheets as of 2025.
They covered America's dwindling reserve status, fundamental monetary properties, and the nature of governments. Here were some highlights for those short on time:
Gold: Tried and True
Schiff argued that...
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The Building Blocks Of A Global Stagflationary Shock Are Falling Into Place
The Building Blocks Of A Global Stagflationary Shock Are Falling Into Place
By Peter de Groot, Head of Macro Strategy at Rabobank
The Inflation Regime That Doesn't Fade
As we noted at the outset of the Gulf conflict, history rarely repeats – but it often rhymes. The closure of the Strait of Hormuz is increasingly revealing a familiar pattern: the building blocks of a global stagflationary shock are falling into place.
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