Bill Holter: "The Fed Must Inflate or Die" 1-10-2022
Bill Holter: The Fed Must Inflate or Die
Palisades Gold Radio: Jan 10, 2022
Tom welcomes back an absolute icon to the show, Bill Holter. Bill works and writes alongside the legendary Jim Sinclair at JSMineset.
Bill discusses the current liquidity situation with the Reverse Repo system. Banks can sleep at night with their funds being stored with the Fed while earning a return. However, the Fed can't allow interest rates to go negatives since that would indicate the dollar is worthless.
JP Morgan has a large derivative concentration which carries 3.3 trillion in counterparty risk. Globally, everything is a promise today as the world runs entirely on credit.
Small failures can cascade like dominoes.
The Fed can't truly taper and should they try we will see the next round of Q.E. within a few weeks. The Fed will likely attempt a small rate hike but multiple hikes seem unlikely.
The situation today is completely different than when Paul Volcker raised rates in the 80s. We're far more in debt than back then and the U.S. had plenty of collateral at that time.
In today's world, there is massive leverage and every available asset is already encumbered. Eventually, excessive money printing will completely dilute the currency and we already see that occurring with inflation.
The Fed is completely out of means to limit inflation. Many countries are abandoning the dollar as quickly as possible.
He notes that more people are wanting to get their dollars out of the system and into gold. It's almost like a mini bank run.
Inflation is causing part of this run but people are beginning to understand that something is very very wrong.
People become concerned with inflation when everyday items and taxes rise quickly. We're now a full year into fairly drastic price rises. Many narratives are failing including transitory inflation and those around vaccines.
Comex's open interest has been declining and there appears to be less interest in futures. There are increasing numbers of deliveries. The numbers don't add up.
If you understand that all the news is fake and that basically everything is a lie then why would you believe any of the numbers?
Soon people are going to count their wealth in ounces not dollars.
Time Stamp References:
0:00 - Intro
0:36 - Credit Markets & Repos
2:06 - U.S. and Negative Rates
3:02 - J.P. Morgan Derivatives
5:42 - Taper Expectations
8:20 - Volcker Vs. Today
11:45 - Inflation and Fed Tools
13:10 - Getting Out of the System
15:53 - Inflation Perceptions
18:04 - Actuarial Deaths
19:24 - Credit & Confidence
23:56 - Comex Open Interest
28:05 - Wrap Up
Talking Points From This Episode
- Reverse Repos and contagion risks with derivatives.
- Fed cornered and unable to respond to inflation.
- Comex deliveries continue with open interest in decline.
- Governments are losing control of their fake narratives.
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This in-depth conversation offers a much-needed analytical breakdown of the conflicting reports circulating in the financial community, providing a clearer picture of where the process currently stands.
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Coffee with MarkZ, joined by Bob Lock. 08/31//2026
MarkZ Disclaimer: Please consider everything on this call as my opinion. Be sure to consult a professional for any financial decisions
MZ: US strikes on Iran over the weekend, fuel lines, and progress in Iraq. Bob Lock joins us at around the 30minute mark. Dr. Max will join around 1 hour in to talk about the mushroom farm event September 12th.
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
Note: All intel should be considered as "Rumors" until we receive official announcements ...and “Rates and Dates” could change anytime until we get to the banks/redemption centers.
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Follow MM on X == https://x.com/Slashn
KTFA
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FRANK26….8-30-26….ANNOUNCEMENT
This video is in Frank’s and his team’s opinion only
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Playback Number: 605-313-5163 PIN: 156996#
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TNT:
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Note: All intel should be considered as "Rumors" until we receive official announcements ...and “Rates and Dates” could change anytime until we get to the banks/redemption centers.
RV Excerpts from the Restored Republic via a GCR Update as of Sun. 30 Aug. 2026
Compiled Sun. 30 Aug. 2026 12:01 am EST by Judy Byington
Judy Note: As a World we have been connected by a Global Financial System – that since at least 1871 has been ruled by Deep state Elites who have kept us in debt to do their bidding.
The Rising Dollar Is Testing Banking Reforms; The Central Bank Is Changing Rules, But The Parallel Market Is Resisting
Last updated: August 30, 2026 Al-Mustaqilla/Baghdad/- The dollar is still being sold in the Iraqi parallel market at a significant difference from the price announced by the Central Bank, despite a series of banking and regulatory measures implemented by the authorities during the past months in an attempt to restructure the financial sector and expand official channels for obtaining foreign currency.
Good Morning Dinar Recaps,
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KTFA
Monday Night Video
FRANK26…8-31-26….LOUDER ANNOUNCEMENT!!!
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#