Assets That Will Save You in the Currency Reset
Alfonso Peccatiello: Assets that Will Save You in The Currency Reset
Palisades Gold Radio: Jan 29, 2022
Tom welcomes Alfonso Peccatiello author of the Macro Compass Substack to the show.
Alfonso discusses the main drivers of economic growth and the effects of demographics. The labor force had been growing before the 80s but now with fewer children and older populations, it has plateaued and begun to decline.
These changes are long-term and structural.
After 1971 and the scrapping of the gold standard there was a shift back to a fully elastic credit system. Hard assets are no longer required to back the currency.
Society wants annual growth higher than one percent and today we use credit to expand the money supply. This can promote growth as it causes people to feel more wealthy which encourages spending.
Alf explains how there are two different forms of money in the system today. One is bank reserves and the other is the real economy.
Q.E. expands the central bank balance sheet reserves but these reserves never flow to the real economy. They are used between banks to settle payments.
Q.E. creates secondary and tertiary effects that eventually reach the stock markets and affect asset prices.
Reverse Repos operate as a relief valve for excess reserves because the Fed wants to keep bond yields in positive territory. So Repo’s is a facility where banks can park reserves and receive a small yield instead of purchasing bonds.
The main reason that bonds are bought today is due to regulatory requirements. Banks are required to hold bonds which are considered liquid assets. Pension funds also buy long-term bonds as a hedge to mitigate future risk.
He explains the Fed's approach to maintaining their dual mandate of full employment and price stability. Currently, they are in a very tight spot as inflation is running hot. The system is built around debt and is 'working' according to the establishment.
There are no politically acceptable alternatives therefore the existing system is just extended by whatever means necessary.
Lastly, he discusses his approach to protecting his portfolio in this debt-based system.
Talking Points From This Week's Episode
- Why the long-term drives of economic growth have peaked.
- How the modern unbacked elastic credit system operates.
- The two forms of money and why they are often confused.
- The Fed’s approach to price stability and full employment.
Time Stamp References:
0:00 - Introduction
1:06 - Economic Growth Drivers
4:00 - Technology & Productivity
6:17 - Debt Compensation
9:46 - Q.E. & Asset Prices
14:43 - Reverse Repos
18:43 - Taper Tantrums
22:44 - Real Bond Yields
25:34 - Feds Dual Mandate
29:20 - Can Kicking
34:39 - Risk Positioning
38:30 - Wrap Up
Emailed to Recaps~ Thank you David
Reset Intelligence: The Occupation Is Over.
By Reset Intelligence | @EXIT_FIAT
Iraq's Foreign Minister says American forces have completely finished their withdrawal from Iraq, the Kurdistan Region included. That is 3 days ahead of the September 30 deadline.
The same weekend, Washington agreed to keep the cash dollars flowing to Baghdad, and Trump said of Iraq's Prime Minister: "I endorsed him."
Stephanie Starr: Watch this Timeline for Iraq
9-27-2026
IRAQ — WATCH THIS TIMELINE
SEPT 24: Iraq + U.S. sign agreement handing the Diplomatic Support Center at Baghdad International Airport back to Iraq.
SEPT 25: At the UN, Iraq declares its ambition to become a GLOBAL ENERGY HUB and says its relationship with strategic partners is shifting from military cooperation → economic & development cooperation.
MilitiaMan & Crew: Sovereignty Days & IQD | What You Need to Know
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The Crew: Samson, PompeyPeter, Petra, Daytrader, Sunkissed, GIGI and Militia Man
No drama. No intrigue. No songs and dances. Just straight, factual news that I read and interpret to the best of my ability after being an avid Dinar investor and insanely obsessed Dinarian for over 15 years.
Follow MM on X == https://x.com/Slashn
Good Morning Dinar Recaps,
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How To Make Strategic Cash Bucketing Work For You
Last Edited Sep 16, 2026| Angelena Mascilli
Cash bucketing – or categorizing your funds based on specific expenses or goals – can help you organize your financial life.
Cash and other liquid assets may be the ideal place for buckets of money that you may need to access soon to cover expenses or capitalize on new investment opportunities.
Iraq Economic Council Approves Draft 2027 Budget
2026-09-27 Shafaq News- Baghdad Iraq’s Ministerial Council for the Economy approved the draft 2027 federal budget on Sunday and referred it to the Council of Ministers, according to a Finance Ministry document.
Earlier today, the Finance Ministry said it had submitted the draft to the economic council after completing its preparation.
KTFA
Sunday Night Video
FRANK26….9-27-26……NEATO VETO
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#
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Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, speaks with Hyunsu Jung, CEO of Hyperion DeFi, about the rapid shift toward tokenized finance and what happens as AI agents gain the ability to trade, allocate capital, borrow, lend and potentially manage more of our financial lives.
Jung explains how tokenized stocks could reshape Wall Street, why AI-driven markets introduce new systemic risks, and how a large-scale exploit could create financial dislocations reminiscent of 2008.
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Peter Grandich warns that rising interest rates, mounting government debt, and growing deficits could create a dangerous environment for the economy and financial markets.
He argues that gold could continue rising even as interest rates climb, while mining stocks may benefit from favorable supply-and-demand dynamics and growing demand for critical minerals.
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Money and business Economy News — Baghdad The Ministry of Justice announced on Sunday that measures will be taken to prevent the implementation of cases of manipulation and forgery of documents and files of real estate and state-owned property in the real estate registration departments in the first step, including Baghdad, followed by the rest of the provinces in a later step.
Good Afternoon Dinar Recaps,
HORMUZ RESET WATCH: OIL FLOWS CONTINUE THROUGH STRAIT AS IRAN PRESSES DIPLOMACY AFTER U.S. REJECTS PLAN
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GP Q: Currency Watch as of 26th September 2026
9-27-2026
CURRENCY WATCH — 26 SEPTEMBER 2026
Facts only.
No rumour cycle.
TNT:
Tishwash: Iraq declares "Sovereignty Day" holiday from Wednesday to Sunday
On Saturday, the Cabinet issued a decision to suspend official working hours on the occasion of "Sovereignty Day".
An official statement from the media office of Prime Minister Ali al-Zaidi stated: It has been decided to suspend official working hours in state institutions starting from Wednesday, September 30, until Saturday, October 3, in celebration of the (Sovereignty Days) of the Republic of Iraq.
The complete withdrawal of foreign forces from Iraq is expected to be announced on September 30, after all their bases and camps have been handed over to the Iraqi side.
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X22 Report: 9-27-2026
The [CB] is now complying the Genius act and instructing the banks to back the stable coin with assets. The transition has begun
Some excerpts:
Trump and his team are already beginning the transition.
I believe Warsh has been put in place to restructure the entire Fed and follow the Genius Act and the Clarity Act to get the Federal Reserve in line so it could be brought into the Treasury.
Iraq Declares Four-Day Holiday For Sovereignty Days
2026-09-26 Shafaq News- Baghdad Iraq’s Cabinet on Saturday declared a four-day holiday in state institutions from September 30 through October 3 to mark the country’s “Sovereignty Days,” Prime Minister Ali Al-Zaidi’s media office said.
Good Morning Dinar Recaps,
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Chinese President Xi Jinping landed at Joint Base Andrews Wednesday for a three-day state visit, and Donald Trump was waiting for him at the foot of the red carpet. That’s highly unusual. US presidents typically receive foreign leaders at the White House.
In fact, with the exception of popes, no president had met a foreign leader on the tarmac since 1962, when JFK went out to greet British Prime Minister Harold Macmillan.
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Song Jian was very good at math. He was one of China's top missile scientists, and his specialty was the equations that steer a rocket to its target.
In 1978 Song traveled to Helsinki for an engineering conference, where he came across researchers applying the same kind of math to human beings. Their idea was that a country's population could be steered toward a target number, just like a missile.
KTFA
Saturday Night Video
FRANK26…..9-26-26….A FANTASTIC GUY
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#
Monday Coffee with MarkZ. 09/28/2026
MarkZ Disclaimer: Please consider everything on this call as my opinion. Be sure to consult a professional for any financial decisions
MZ: This week is starting with a bang, hopefully that means it will be a great one. We have a lot to unpack today, Wade and Gina from My Free Water join after the news.
THE CONTENT IN THIS PODCAST IS FOR GENERAL & EDUCATIONAL PURPOSES ONLY&NOT INTENDED TO PROVIDE ANY PROFESSIONAL, FINANCIAL OR LEGAL ADVICE. PLEASE CONSIDER EVERYTHING DISCUSSED IN MARKZ’S OPINION ONLY
Emailed to Recaps~ Thank you David
Reset Intelligence: The Occupation Is Over.
By Reset Intelligence | @EXIT_FIAT
Iraq's Foreign Minister says American forces have completely finished their withdrawal from Iraq, the Kurdistan Region included. That is 3 days ahead of the September 30 deadline.
The same weekend, Washington agreed to keep the cash dollars flowing to Baghdad, and Trump said of Iraq's Prime Minister: "I endorsed him."
Stephanie Starr: Watch this Timeline for Iraq
9-27-2026
IRAQ — WATCH THIS TIMELINE
SEPT 24: Iraq + U.S. sign agreement handing the Diplomatic Support Center at Baghdad International Airport back to Iraq.
SEPT 25: At the UN, Iraq declares its ambition to become a GLOBAL ENERGY HUB and says its relationship with strategic partners is shifting from military cooperation → economic & development cooperation.
MilitiaMan & Crew: Sovereignty Days & IQD | What You Need to Know
9-27-2026
The Crew: Samson, PompeyPeter, Petra, Daytrader, Sunkissed, GIGI and Militia Man
No drama. No intrigue. No songs and dances. Just straight, factual news that I read and interpret to the best of my ability after being an avid Dinar investor and insanely obsessed Dinarian for over 15 years.
Follow MM on X == https://x.com/Slashn
Good Morning Dinar Recaps,
U.S.-CHINA TRADE RESET WATCH: TWO-MONTH TRUCE EXTENSION OPENS NEW WINDOW FOR GLOBAL TRADE AND FINANCE
The extension of the U.S.-China trade truce through January 10 creates additional time for the world's two largest economies to reduce tariff barriers, expand economic dialogue and reshape the framework for global trade.
How To Make Strategic Cash Bucketing Work For You
Last Edited Sep 16, 2026| Angelena Mascilli
Cash bucketing – or categorizing your funds based on specific expenses or goals – can help you organize your financial life.
Cash and other liquid assets may be the ideal place for buckets of money that you may need to access soon to cover expenses or capitalize on new investment opportunities.
Iraq Economic Council Approves Draft 2027 Budget
2026-09-27 Shafaq News- Baghdad Iraq’s Ministerial Council for the Economy approved the draft 2027 federal budget on Sunday and referred it to the Council of Ministers, according to a Finance Ministry document.
Earlier today, the Finance Ministry said it had submitted the draft to the economic council after completing its preparation.
KTFA
Sunday Night Video
FRANK26….9-27-26……NEATO VETO
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#
SEC Quietly Made a Change That Could Reshape the Financial System | Hyunsu Jung & Michelle Makori
Miles Franklin Media : 9-26-2026
Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, speaks with Hyunsu Jung, CEO of Hyperion DeFi, about the rapid shift toward tokenized finance and what happens as AI agents gain the ability to trade, allocate capital, borrow, lend and potentially manage more of our financial lives.
Jung explains how tokenized stocks could reshape Wall Street, why AI-driven markets introduce new systemic risks, and how a large-scale exploit could create financial dislocations reminiscent of 2008.
"It's Finally Happening" - Dollar Dumping Is Here | Peter Grandich
Liberty and Finance: 9-26-2026
Peter Grandich warns that rising interest rates, mounting government debt, and growing deficits could create a dangerous environment for the economy and financial markets.
He argues that gold could continue rising even as interest rates climb, while mining stocks may benefit from favorable supply-and-demand dynamics and growing demand for critical minerals.
Justice Secures State Real Estate Electronically And Traps Manipulation And Fraud
Money and business Economy News — Baghdad The Ministry of Justice announced on Sunday that measures will be taken to prevent the implementation of cases of manipulation and forgery of documents and files of real estate and state-owned property in the real estate registration departments in the first step, including Baghdad, followed by the rest of the provinces in a later step.
Good Afternoon Dinar Recaps,
HORMUZ RESET WATCH: OIL FLOWS CONTINUE THROUGH STRAIT AS IRAN PRESSES DIPLOMACY AFTER U.S. REJECTS PLAN
Oil continues to move through the Strait of Hormuz despite severely reduced traffic, while renewed diplomatic activity keeps open the possibility of a negotiated path toward reopening the critical energy corridor.
GP Q: Currency Watch as of 26th September 2026
9-27-2026
CURRENCY WATCH — 26 SEPTEMBER 2026
Facts only.
No rumour cycle.
TNT:
Tishwash: Iraq declares "Sovereignty Day" holiday from Wednesday to Sunday
On Saturday, the Cabinet issued a decision to suspend official working hours on the occasion of "Sovereignty Day".
An official statement from the media office of Prime Minister Ali al-Zaidi stated: It has been decided to suspend official working hours in state institutions starting from Wednesday, September 30, until Saturday, October 3, in celebration of the (Sovereignty Days) of the Republic of Iraq.
The complete withdrawal of foreign forces from Iraq is expected to be announced on September 30, after all their bases and camps have been handed over to the Iraqi side.
The Economic Transition Begins, Fed Complies & Informs The Banks To Follow The Procedures
X22 Report: 9-27-2026
The [CB] is now complying the Genius act and instructing the banks to back the stable coin with assets. The transition has begun
Some excerpts:
Trump and his team are already beginning the transition.
I believe Warsh has been put in place to restructure the entire Fed and follow the Genius Act and the Clarity Act to get the Federal Reserve in line so it could be brought into the Treasury.
Iraq Declares Four-Day Holiday For Sovereignty Days
2026-09-26 Shafaq News- Baghdad Iraq’s Cabinet on Saturday declared a four-day holiday in state institutions from September 30 through October 3 to mark the country’s “Sovereignty Days,” Prime Minister Ali Al-Zaidi’s media office said.
Good Morning Dinar Recaps,
U.S.-CHINA RESET WATCH: TRUMP-XI SUMMIT PRODUCES TARIFF CUTS, TRADE COUNCIL AND AI DIALOGUE
The latest U.S.-China agreement reduces some trade barriers while creating new channels for economic and artificial-intelligence cooperation between the world’s two largest economies.
Xi Xinping Said America Is Finished. Congress, Take The Hint!
Notes From the Field By James Hickman (Simon Black / Sovereign Man) September 25, 2026
Chinese President Xi Jinping landed at Joint Base Andrews Wednesday for a three-day state visit, and Donald Trump was waiting for him at the foot of the red carpet. That’s highly unusual. US presidents typically receive foreign leaders at the White House.
In fact, with the exception of popes, no president had met a foreign leader on the tarmac since 1962, when JFK went out to greet British Prime Minister Harold Macmillan.
China Needs a Time Machine. America Just Needs a Pen
Notes From the Field By James Hickman (Simon Black / Sovereign Man) September 22, 2026
Song Jian was very good at math. He was one of China's top missile scientists, and his specialty was the equations that steer a rocket to its target.
In 1978 Song traveled to Helsinki for an engineering conference, where he came across researchers applying the same kind of math to human beings. Their idea was that a country's population could be steered toward a target number, just like a missile.
KTFA
Saturday Night Video
FRANK26…..9-26-26….A FANTASTIC GUY
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#
Monday Coffee with MarkZ. 09/28/2026
MarkZ Disclaimer: Please consider everything on this call as my opinion. Be sure to consult a professional for any financial decisions
MZ: This week is starting with a bang, hopefully that means it will be a great one. We have a lot to unpack today, Wade and Gina from My Free Water join after the news.
THE CONTENT IN THIS PODCAST IS FOR GENERAL & EDUCATIONAL PURPOSES ONLY&NOT INTENDED TO PROVIDE ANY PROFESSIONAL, FINANCIAL OR LEGAL ADVICE. PLEASE CONSIDER EVERYTHING DISCUSSED IN MARKZ’S OPINION ONLY