China Grabs Gold As The U.S. Shuts Off Dollar Liquidity
In this episode, Nik Bhatia and Matt Dines unpack the evolving dynamics of global finance, focusing on gold’s renewed monetary role, the effects of China’s gold market activity, and the broader trend ...
30 Apr 20251h 4min
America’s New War on Offshore Dollar Power
In this video, Nik dives into America’s new financial war on offshore dollar power. He outlines how the Trump administration’s tariffs are just the opening move in a broader strategy to dismantle the ...
28 Apr 202523min
NEW WORLD ORDER: Inside the U.S. Plan to Reset Trade, Currency, and Alliances
In this episode, Nik is joined by Tanvi Ratna, founder of Policy 4.0, to break down the Trump administration’s sweeping new strategy: a global trade, currency, and security reordering. Tanvi brings he...
26 Apr 20251h 8min
Repricing EVERYTHING — Gold, Bitcoin, and the Dollar
In this Global Macro Update, Nik walks through a massive chart pack to help decode today’s volatile macro landscape. Gold is leading the way, outpacing Bitcoin over the past 12 months and signaling a ...
25 Apr 202544min
Global Macro Update: Bitcoin Rebounds as Gold Screams Monetary Reset
In this Global Macro Update, Nik highlights bitcoin’s breakout above a key descending trendline and a textbook bullish divergence on the RSI—two technical signals suggesting the recent downtrend may b...
22 Apr 202532min
What’s REALLY Holding Up the Treasury Market
In this episode, Nik Bhatia is joined by Demian Schatt to examine why the US Treasury market is fundamentally strengthening despite recent volatility. Nik explains key concepts including SLR reform, T...
17 Apr 202550min
America’s BIG MOVE: How Tariffs and Treasuries Are Changing Everything
In this episode, Nik is joined by Matt Pines, executive director of the Bitcoin Policy Institute, to unpack what could be the biggest shift in U.S. geoeconomic strategy in decades. Together, they expl...
16 Apr 202555min
60 Basis Point Treasury Shock, MOVE Panic—Bitcoin Holds $80,000
In this episode, Nik Bhatia is joined by Demian Schatt to break down one of the most volatile 48-hour stretches in recent bond market history. As Treasury yields spiked 60 basis points and the MOVE In...
10 Apr 202549min
