#526 ART - De-Dollarization, War Drums, And The Metals Storm
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概要
What happens when confidence slips, not in a stock or a sector, but in the money itself? We dig into the hard data behind gold’s blast past $5,000 and silver’s record surge, and we connect those moves to a broader shift away from the dollar. Sanctions blowback, a stumbling tariff regime, and mounting debt questions have combined into a quiet but powerful de-dollarization trend—one that central banks have been preparing for by holding more gold than Treasuries. We share what we’re seeing at ground level: constrained dealer inventories, rising premiums, more sellers than buyers on the retail side, and institutions quietly taking the other side. This isn’t mania; it’s repricing. We walk through why a future currency re-anchor would demand a much higher clearing price for gold, why price suppression can’t coexist with endless accumulation, and how dollar cost averaging gives ordinary savers a sane path in a chaotic market. War risk amplifies the signal. Calls to strike Iran may sound decisive but invite asymmetric retaliation, shipping disruptions, and energy spikes—all accelerants for metals and stressors for supply chains. We unpack the proxy logic that governs great-power behavior under the nuclear shadow and explain why sound money historically restrains bad wars. Along the way, we challenge curated outrage cycles, highlight the gaps in media narratives, and keep a skeptical eye on triumphant claims around new moon missions without dismissing the possibilities outright. If you’re trying to make sense of record metals, a wobbling dollar, and the push toward another Middle East conflict, this deep dive connects the dots without the noise. Subscribe, share with a friend who cares about sound money and peace, and leave a review to help more curious minds find the show.