Don’t Expect a Normal Reaction to an Abnormal Situation – Video Blog

Don’t Expect a Normal Reaction to an Abnormal Situation – Video Blog


* On Friday we finally got the Non-Farm Payroll numbers for July
* The consensus is that this reports indicates that an interest rate hike is inevitable
* This is the rate hike that everybody has been expecting and this report see
* The report is weak, relative to previous months, but slightly ahead of the consensus
* It seems like we are going in the wrong direction
* Labor Force Participation Rate is stagnant at the lowest in decades
* Q2 GDP was much lower than expected
* the Atlanta GDP Now Forecast for Q3 at 1% - a third of the official forecast
* If the Fed was not willing to raise rates last year, when the economy grew at 5%, why would they raise rates now?
* The Fed may have backed themselves into a corner where they have to raise rates
* If so, Yellen has already prepared the market for a tiny raise
* They recognize that the market is fragile
* It would be a more credible move for the Fed to not raise rates at all
* The market's reaction to the jobs data and the "certainty" that rates are going up
* The dollar sold off somewhat
* Gold rose slightly
* Higher interest rages are expected to be bullish for the dollar - Why didn't the dollar rise?
* The old adage, "Buy on the rumor, sell on the fact"
* If the Fed raises rates in September, it will be the most highly anticipated rate hike ever
* If the market buys on the anticipation of a rate hike, the actual rate hike will be the sell signal
* The market is telling us it has gained all that it is going to gain from any future rate hike
* The Fed will deliver much less in the way of rate hike than the market expects
* The reaction in the stock market was more interesting - The market was down again
* The longest losing streak in the Dow in about 4 years
* The fact that the U.S stock market is still falling indicates whereas the currency markets may have factored in a rate hike, the equity markets have not
* I have been hearing the refrain,"There is no reason to fear a rate hike!"
* This is a very naive to look at the market because there is no historical precedent for interest rates to stay low for so long
* These are not "normal" times
* More importantly, the market only expects a rate hike if the economy get better
* But now the data shows that the economy is continuing to slow down
* The crowd that believes a rate hike will not harm the economy should reassess their thinking
* Corporate earnings, already under pressure will be further weakened by an interest rate hike
* The consumer is barely surviving with rates at zero
* 2015 is probably going to be the weakest year of the entire so-called recovery
* If the Fed really begins to raise interest rates, what is going to happen in 2016?
* We will be in a bear market, the real estate market will drop and a recession will follow
* The Fed's only medicine at that point will be QE
* The truth is, the economy did not need the first round of QE and it nees QE4 even less
* This is going to be the mother of all money drops and all the people who have been saying,"The Fed was right!" are taking a premature victory lap
* Hopefully it will shock the Keynesians into abandoning central banking and central planning
* And finally embracing a real market recovery based on free market principles
* Those of us who have seen the writing on the wall will be rewarded in the investment front
* For having the fortitude to maintain our positions and not throw in a winning hand
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Avsnitt(1094)

Trump Starts the Race to Get Out of the Dollar

Trump Starts the Race to Get Out of the Dollar

Peter Schiff examines Trump's Greenland controversy, the surge in gold and silver, and the looming dollar crisis impacting global markets.This episode is sponsored by ExpressVPN. Get an extra 4 months free. https://expressvpn.com/goldIn this episode of The Peter Schiff Show, Peter Schiff delves into the critical economic shifts sparked by Donald Trump’s recent speeches and policies. He analyzes the implications of Trump's controversial remarks on Greenland, his inflationary policies, and the ongoing surge in gold and silver prices. Schiff highlights the growing disconnect between the perceived strength of the U.S. economy and the reality of market instability, emphasizing the need for investors to reconsider their strategies in light of a weakening dollar. With insights into Bitcoin, precious metals, and the housing bubble, Schiff provides listeners with an in-depth understanding of the current financial landscape and strategies to navigate the impending economic challenges.Chapters:00:55 Live Market Commentary02:25 Gold and Silver Surge03:48 Trump's Greenland Controversy09:33 Market Reactions and Predictions20:45 Bitcoin vs. Precious Metals23:41 Investment Strategies and Recommendations26:06 Global Economic Shifts32:09 Survival on the Island: The American and the Asians33:57 Trump's European Tour and America's Dependence35:18 Trump's Inflationary Policies and Housing Bubble43:19 Credit Card Interest Rates and Economic Consequences54:12 The Real Crash and Investment Strategies58:45 Market Wrap-Up and Final ThoughtsFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#TrumpDollar #GoldInvestment #EconomicForecastOur Sponsors:* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

22 Jan 1h 3min

The Real Crash Is Finally Here

The Real Crash Is Finally Here

Peter Schiff examines the looming economic crisis, analyzes the surge in precious metals, and critiques Trump's controversial policies and military strategies.This episode is sponsored by NetSuite. Download the free “demystifying ai” at https://netsuite.com/goldIn this episode of The Peter Schiff Show titled "The Real Crash Is Finally Here," Peter Schiff delves into the alarming state of the US economy and the imminent financial collapse. He expertly analyzes the recent decline in the US market, the surge in precious metals, and the precarious position of cryptocurrencies like Bitcoin. Schiff discusses the implications of Trump's controversial policies, including his approach to Greenland and tariffs, while also warning listeners about the government's role in financial crises. With insights on the declining US dollar and the political fallout from economic turmoil, Peter Schiff provides a compelling call to action for listeners to prepare for the impending financial collapse. This episode is a must-listen for anyone wanting to understand the reality of today’s economic landscape.Chapters:00:00 Introduction and Market Overview01:19 US Market Decline and Precious Metals Surge04:30 Bitcoin and Cryptocurrency Market Analysis06:31 Gold and Silver Mining Stocks Performance11:54 Trump's Greenland Controversy19:02 Trump's Economic and Military Policies32:21 Trump's Greenland Invasion Logic33:03 Tariffs and Preventing Future Crises33:31 Subprime Mortgage Crisis Warnings35:45 Government's Role in Financial Crises37:02 US Military Presence and Global Relations38:18 The Decline of the US Dollar39:43 Economic Crisis and Political Fallout51:25 Preparing for Financial Collapse53:08 Final Thoughts and Call to ActionFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#economiccrisis #cryptocurrency #goldandsilverOur Sponsors:* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

21 Jan 58min

Strong Fundamentals and Technicals Send Gold and Silver to Record Highs

Strong Fundamentals and Technicals Send Gold and Silver to Record Highs

Gold and silver just posted historic record highs, and Wall Street is still asleep.In this week’s Schiff Gold Friday Market Wrap, Peter Schiff breaks down the biggest one-day dollar rally in gold history, silver’s surge above $90 an ounce, and why recent volatility is consolidation at extreme highs — not a top.Peter explains why:Gold and silver are flashing early warnings of a coming U.S. dollar and Treasury bond crisisMining stocks remain dramatically undervalued despite exploding metal pricesInflation is accelerating again while the Fed talks about rate cutsRising Japanese bond yields threaten global bond marketsTrump-era policies are unintentionally pushing the world away from the dollar and into goldCPI headlines are misleading while producer inflation is surgingThis moment mirrors subprime in 2007 — an early signal before a much larger crisisGold is reacting first. Silver followed. Bonds and the dollar are next.Peter also explains why waiting for pullbacks is a mistake, why physical silver supplies may tighten sharply, and why this bull market is just getting started.⭐️ Sign up for Peter's most valuable insights at https://schiffsovereign.com🔔 Free Reports & Market Updates: https://www.europac.com🟨 Gold News: http://www.schiffgold.com/news📘 Book Store: https://schiffradio.com/books👉 Follow Peter Schiff on Twitter: https://twitter.com/peterschiff👉 Follow Peter Schiff on Instagram: https://instagram.com/peterschiff👉 Follow Peter Schiff on TikTok: https://tiktok.com/@peterschiffofficial👉 Follow Peter Schiff on Facebook: https://facebook.com/peterschiffOur Sponsors:* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

17 Jan 30min

Trump Fed Feud Sends Gold and Silver Soaring

Trump Fed Feud Sends Gold and Silver Soaring

Peter Schiff examines the soaring prices of gold and silver, critiques Trump's Fed policies, and discusses the implications for the dollar and global markets.This episode is sponsored by NetSuite. Download the free “demystifying ai” at https://netsuite.com/goldIn this episode of The Peter Schiff Show, host Peter Schiff delves into the escalating feud between former President Trump and Federal Reserve Chairman Jerome Powell, examining the implications for gold and silver markets. Peter highlights the recent surge in precious metals, driven by Powell's legal troubles and Trump’s controversial proposals, including a proposed cap on credit card interest rates. As Schiff critiques the mainstream media's dismissal of these significant market movements, he emphasizes the necessity for investors to reassess their positions amid a potential dollar crisis. With insights into the realities of monetary policy and the threats to financial stability, Peter Schiff offers a compelling analysis of the current economic landscape.Chapters:00:00 Introduction and Market Overview01:04 Precious Metals Surge04:19 Gold and Silver Mining Stocks06:08 Mainstream Media's Take on Gold11:05 Jerome Powell's Legal Troubles18:50 Trump vs. Powell: The Fed Feud24:06 Implications for the Dollar and Gold31:15 Bitcoin and Other Markets32:28 Trump's Proposed Credit Card Interest Cap32:55 Credit Card Interest Rates and Government Intervention33:58 Comparing Trump and Kamala Harris on Price Controls35:23 The Reality of Credit Card Market Competition39:58 Consequences of Capping Credit Card Interest Rates43:38 Trump's Views on Presidential Power and Foreign Policy49:25 Economic Implications and Investment Advice01:00:01 Final Thoughts and Call to ActionFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#TrumpFedFeud #GoldAndSilver #EconomicImplicationsOur Sponsors:* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

13 Jan 59min

Precious Metals Start 2026 With Strong Gains

Precious Metals Start 2026 With Strong Gains

In this Schiff Gold Friday Market Wrap, Peter Schiff breaks down the explosive start to 2026 for precious metals after a historic 2025: gold surged, silver and platinum ripped higher, and mining stocks finally confirmed the bull market by outperforming the metals. Peter explains why this is no longer “just a gold story,” why silver’s breakout likely reset support far above the old $50 ceiling, and why miners still look cheap despite massive gains.He also warns that 2026 could bring a physical silver squeeze—rising demand, tightening supply, and potential premium spikes that may make getting silver harder than simply watching the spot price. Peter connects the metals move to the bigger macro backdrop: de-dollarization, ballooning U.S. deficits and debt, weakening labor data, rising global yields (including Japan), and policy-driven inflation pressures.Finally, he revisits the fading “Bitcoin as digital gold” narrative—why Bitcoin lagged while real money led, and why that shift could accelerate capital flows toward gold, silver, and mining stocks in 2026.⭐️ Sign up for Peter's most valuable insights at https://schiffsovereign.com🔔 Free Reports & Market Updates: https://www.europac.com🟨 Gold News: http://www.schiffgold.com/news📘 Book Store: https://schiffradio.com/books👉 Follow Peter Schiff on Twitter: https://twitter.com/peterschiff👉 Follow Peter Schiff on Instagram: https://instagram.com/peterschiff👉 Follow Peter Schiff on TikTok: https://tiktok.com/@peterschiffofficial👉 Follow Peter Schiff on Facebook: https://facebook.com/peterschiffOur Sponsors:* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

10 Jan 58min

Year-End Special: My 2026 Economic and Market Forecasts

Year-End Special: My 2026 Economic and Market Forecasts

Silver didn’t just rally in 2025 — it broke out. After blasting through the multi-decade $50 ceiling and printing a violent spike into the $80s, silver finished the year still above $70, up roughly 140% while gold surged 64%. Meanwhile, the asset CNBC swore would win the year — Bitcoin — finished down, and Michael Saylor’s Strategy (MicroStrategy) collapsed to a fresh 52-week low.In this episode, Peter Schiff explains why the “blow-off top” narrative is wrong, why silver’s skepticism is actually bullish, and why this breakout is the start of a new leg higher — not the end. He also lays out why 2026 is shaping up as stagflation (weaker growth + stronger inflation), why tariffs will filter into consumer prices, why the Fed will face massive political pressure to cut and monetize, and why capital is rotating out of U.S. assets and into precious metals, commodities, foreign stocks, and emerging markets.If you’re still treating Bitcoin as “digital gold,” this is your warning shot: silver is signaling something big — and crypto may be next to unwind.👉 Follow Peter Schiff on Twitter: https://twitter.com/peterschiff👉 Follow Peter Schiff on Instagram: https://instagram.com/peterschiff👉 Follow Peter Schiff on TikTok: https://tiktok.com/@peterschiffofficial👉 Follow Peter Schiff on Facebook: https://facebook.com/peterschiffOur Sponsors:* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

1 Jan 48min

Silver Rocket, Bitcoin Breakdown: Why Metals Are Crushing Crypto (2025 Recap)

Silver Rocket, Bitcoin Breakdown: Why Metals Are Crushing Crypto (2025 Recap)

Silver just ripped to roughly $77 in a historic breakout, platinum hit an all-time high, and gold is pushing $4,500+—while Bitcoin and crypto-related trades show growing cracks. In this X Spaces recording (day after Christmas / Boxing Day), Peter Schiff explains why the metals move is not a “bubble,” why Wall Street missed it, and why gold/silver mining stocks may still be mispriced even after the rally.Topics covered:Why big rallies keep starting in Asia’s openingSilver’s breakout logic (and why it was “ridiculously cheap” earlier)Platinum’s record move and what it signalsWhy Schiff thinks Bitcoin/crypto is vulnerable (including MicroStrategy risk)Why mining stocks may still be a Q1 setupDollar confidence, inflation dynamics, and the macro backdropNot financial advice. Do your own research.Follow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#BitcoinCrash #SilverInvestment #EconomicPoliciesOur Sponsors:* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

27 Dec 202530min

Silver's Epic Rally Signals Bitcoin's Imminent Collapse

Silver's Epic Rally Signals Bitcoin's Imminent Collapse

Peter Schiff forecasts an imminent Bitcoin crash, critiques Trump's economic policies, and highlights the surging silver market in this episode of The Peter Schiff Show.The Peter Schiff Show Podcast - Ep 1054In this episode of The Peter Schiff Show, Peter Schiff dives deep into the implications of Silver's recent surge and the ominous signs of an impending Bitcoin collapse. With keen insights, he critiques the current economic landscape shaped by Trump's policies and discusses the ramifications of AI and automation on the job market. Schiff questions the reliability of government statistics, emphasizing the looming risks of inflation and the realities of the labor market. He also warns listeners about the dangers of understanding the cryptocurrency market, urging them to reconsider their investments in light of potential economic turmoil. This episode embodies Schiff's unwavering commitment to revealing the truth behind financial markets and advocating for sound investment strategies.Chapters:00:00 Introduction and Opening Remarks00:54 Holiday Plans and Podcast Schedule03:24 Silver Market Analysis07:49 Gold and Silver Investment Advice11:09 Jobs Report and Inflation Data22:18 Trump's Economic Policies and Critique33:41 AI and Automation Discussion34:59 The Flawed Logic of Anti-AI Sentiment35:50 Bernie Sanders and the AI Debate37:25 Trump's Media Ventures and Financial Maneuvers44:39 The Looming Bitcoin Crash50:38 Investment Strategies and Market Predictions59:31 Supporting Independent Music01:03:24 Final Thoughts and Holiday WishesFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/newsFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/books#BitcoinCrash #SilverInvestment #EconomicPoliciesOur Sponsors:* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

19 Dec 20251h 4min

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