“An Earthquake Is Coming”: The Debt Warning Investors Cannot Ignore | Francis Hunt
“An Earthquake Is Coming”: The Debt Warning Investors Cannot Ignore | Francis Hunt
Miles Franklin Media: 8-15-2026
Andy Schectman, Founder & CEO of Miles Franklin Precious Metals, interviews Francis Hunt, market analyst and Founder of The Market Sniper, to examine growing stress in the U.S. Treasury market and the implications for gold, silver and global wealth preservation.
Hunt argues that the simultaneous decline in Treasury prices and the U.S. dollar represents a significant warning about confidence in the Western debt-based financial system.
He explains why rising yields may reflect a shortage of willing buyers rather than economic strength, how Japan’s need for liquidity could expose vulnerabilities in the Treasury market and why the yen carry trade could affect bonds, technology stocks and other risk assets.
The conversation also explores the shift toward gold-based settlement systems, central-bank gold accumulation and the growing importance of physical precious metals as confidence in sovereign debt weakens. Hunt discusses gold’s role as enduring money, silver’s supply-demand imbalance and why investors may increasingly prioritize the return of capital over the return on capital.
In this episode of Little by Little:
Warning signs in the U.S. Treasury market
Why bonds and the dollar are falling together
Japan, the yen carry trade and global contagion
The liquidity risk facing major Treasury holders
Why the Fed may be trapped
China and emerging gold settlement infrastructure
Gold as money and a wealth-preservation asset
Silver’s supply-demand imbalance and upside potential
Currency debasement, inflation and investor protection
How a debt crisis could spread across Western markets
00:00 Coming Up
02:13 Introduction
03:33 S&P Illusion Two Tier Economy
05:58 Yen Carry and Treasury Stress
09:40 Hotel California Bonds
14:18 Trust Breakdown and Gold Shift
15:42 Global South Parallel Rails
20:13 Gold Infrastructure and Taxes
25:50 Signals to Watch
32:37 Carry Trade Hits Tech
34:23 Lightning Round Takes
37:56 Biggest Investor Mistake
39:46 Where to Follow and Final Advice
41:55 Closing Thanks and Outro