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Episode TimeStamps:
00:00 – Introduction
03:12 – The rise of carry trades and the rhythm of global financial cycles
08:44 – Political pressure, Fed history, and lessons from past monetary regimes
13:47 – The end of carry, the dawn of stagflation, and the return of real assets
20:47 – Inflation’s return, debt dynamics, and the coming shift in the monetary system
27:33 – Gold, negative real rates, and the psychology of inflation
34:57 – The debt spiral, liquidity traps, and the quiet monetization of risk
41:40 – Energy policy, shale decline, and the politics of “Drill Baby Drill”
49:10 – Venezuela’s oil chessboard and the geopolitical struggle for supply
55:48 – Oil’s forgotten value and echoes of past energy cycles
01:00:19 – Gold, miners, and the new hierarchy of precious assets
01:07:23 – Helium, the next frontier, and closing reflections on a changing world
