Economist’s “News and Views” Friday 5-9-2025
GOLD: The Lifeboat Amid $300 Trillion Debt Crisis, “The Dollar War is Over” | Matthew Piepenburg
Soar financially: 5-9-2025
Is this the final chapter for the U.S. dollar’s dominance? Matthew Piepenburg joins us to break down historic global shifts, surging gold prices, and what he calls the ‘Stalingrad moment’ of the U.S. dollar.
From tariff wars and autocratic rises to BRICS realignment and bond market breakdowns, Piepenburg outlines why everything is pointing to a new global order. Is gold finally vindicated? Is the Titanic sinking? Why aren’t we hearing more about BRICS?
00:00 - “The Dollar’s Stalingrad Moment”
00:36 - Welcome back: Matthew Piepenburg returns
01:00 - Gold was $750 cheaper last time we spoke
01:30 - 80 years since WWII: Is a global reset underway?
06:00 - The rise of autocrats: Populism or debt desperation?
11:30 - Titanic analogies & government patchwork fixes
18:00 - Can tariffs save a sinking ship?
26:00 - U.S. debt & bond market revolt—are foreign holders fed up?
37:00 - Bretton Woods 2.0 under Trump?
42:00 - Are BRICS just silent… or planning something massive?
49:00 - Is the gold community finally vindicated?
56:00 - Did gold just break the cartel?
The Fed is Stuck - Get Ready for QE
Heresy Financial: 5-9-2025
TIMECODES
00:00 Market Confusion After FOMC
00:15 QE is Coming Soon
00:32 How to Read Fed Statements
01:05 Fed Dismisses GDP Drop
01:50 Risks of Inflation vs Unemployment
03:00 Fed Tools and Tradeoffs
04:00 Fed Slowing Balance Sheet Reduction
05:01 QE is Around the Corner
06:00 Tariffs and Deflation Pressure
07:02 Why the Fed Will Pivot
07:28 Long-Term Debt Cycle Insight
08:19 Higher for Longer is the New Normal