The Truth About Why Countries Are Pulling Their Gold From America
This year, two of America's oldest allies quietly took their gold out of the United States. France went first and emptied its New York holdings entirely. The Netherlands went second, moving 86 tonnes....
14 Sep 26min
America Says Hormuz Won’t Matter in 2 Years. Here’s the Problem.
U.S. Treasury Secretary Scott Bessent just predicted that the most important oil chokepoint on Earth will stop mattering within two years: the Strait of Hormuz, he said, is about to become just anothe...
31 Aug 22min
2008 vs 2026: The Same Dominoes Are Falling
The machine that broke the economy in 2008 has been rebuilt — and this time it's made of AI. Jay breaks down the $2 trillion in promised future payments that Microsoft, Oracle, Google and Amazon are c...
26 Aug 25min
America's Closest Allies Are Building a Future Without It
Last week the White House imposed 50% tariffs on most Canadian goods, invoking a 1930 law no president had ever used, and the Toronto Stock Exchange promptly had its best day in a month — and Jay argu...
26 Aug 25min
July 24th: The Day China Reveals Gold’s Real Price
China is shutting down paper gold. On July 24, 2026, some of the largest banks on Earth — ICBC, the Postal Savings Bank, Ping An — stop letting their everyday customers trade it, all in the same narro...
25 Aug 18min
The Hidden Machine Keeping the Dollar Alive Is Breaking
There is a hidden machine underneath the world's money — a web of banks, payment rails, and rules, built up over the better part of a century, that quietly keeps the U.S. dollar at the center of every...
25 Aug 22min
The Dollar’s Replacement Won’t Be China
In 2025, the world's central banks quietly began holding more gold than U.S. Treasuries for the first time in a generation, and Jay argues this is not really a story about gold, it's the clearest sign...
24 Aug 18min
