"Bubbles ALWAYS Implode" David Hay
David Hay: Bubbles ALWAYS Implode
Palisades Gold Radio: 7-20-2022
Tom welcomes a new guest, David Hay, to the show. David is a long-time investor and author. He recently released his book "Bubble 3.0" which is a warning about the problems inherent in the financial system.
The Fed being the main culprit for bubble creation, and such bubbles always get wrecked.
The Fed has kept rates at great depression levels despite reasonable economic activity. He recalls not being negative enough during 2005 regarding the housing market, which blew up.
David believes this time around will be similar and things will get quite bad.
We've had a wealth wipe out on par with the end of the tech bubble. Many stocks are down around seventy to ninety percent, but this time people are losing in stocks and bonds.
People believe there will be another big rally, but he doesn't see it soon. The environment of zero and negative interest rates is crazy, and we may have seen peak insanity. Q.E. wasn't inflationary due to a corresponding drop in money velocity. However, during covid, the money supply increased by forty percent and the government did trillions in direct fiscal policy.
This money flooded the system. Imagine the inflation had the build back program been funded. Preventing interest rates from being set in the open market is a form of price control, and that comes with many unintended consequences.
The Fed is on a warpath to get interest rates to 3.5 percent and control inflation. Paul Volker could do it because the GDP was much higher in the 80s. Today, rates in real terms we are still at negative two percent. Powell has a very difficult path ahead of him.
We're not quite in a recession yet due to various base effects, but it will be hard however to avoid one. The next Fed pivot will likely see everyone jump back into the markets on good news. Inflation is likely to be with us for some time, and we will continue to see a commodity bull market. Especially, with the demand for electrification in vehicles.
Copper prices doubled, but we never saw any new mines open as a result. We're in the first period where existing energy is being replaced with less effective solutions.
The Fed can't print copper, but they can set expectations and try to destroy demand. He believes earnings estimates are too high, and those targets will be missed. Banks are reporting fairly good activity at the consumer level, but things are likely to get harder.
We're going to see another period with exploding deficits, and eventually the Fed will have to monetize again. He discusses the difficulty in picking miners and why for most investors the ETF indexes might be better.
Talking Points From This Week's Episode - Why the Fed is the cause of all bubbles. - Fed's attempts to control inflation via stifling demand. - The unintended consequences of controlling interest rates. - Picking miners and the impact of green policy on energy.
Time Stamp References:
0:00 - Introduction
1:06 - Peak Insanity
6:46 - Inflation & Q.E.
10:40 - Rate Controls
13:48 - Fed & Politics
16:32 - Recession Now?
18:48 - Fed Pivot?
25:02 - Commodity Supercycle
29:10 - Lending Standards
33:45 - Social Security
34:51 - Treasuries & Russia
36:18 - Deglobalization
37:48 - Environment & Energy
42:58 - GreenFlation & Oil
49:03 - EROI Concerns
51:21 - Algos & Energy Equities
53:58 - View on Gold & Fiat
57:30 - Finding Miners
1:00:06 - Canada & Australia
1:01:20 - Concluding Thoughts
Iraq Is Running Short On Dinar…Why NOW ?
The Dinar Den: 8-28-2026
In a recent detailed analysis, Stephen, the host of The Dinar Den and an entrepreneur who has tracked the Iraqi dinar market since 2011, provided an in-depth breakdown of the ongoing monetary shifts within the country.
Rather than relying on online rumors or speculative hype, Stephen approaches the situation with the grounded pragmatism of a seasoned investor, prioritizing verified data, on-the-ground reports, and economic fundamentals to explain what is happening behind the scenes in Baghdad.
Texas Digital Gold: Sound Money or a New Gatekeeper?
Lynette Zang: 8-29-2026
Texas is taking a major step toward sound money by recognizing qualifying gold and silver specie as legal tender—and preparing for an electronic currency backed by bullion held in the Texas Bullion Depository.
Lynette Zang breaks down why the real questions are about redemption, ownership, auditing, competition, and whether this new digital rail ultimately strengthens individual sovereignty or creates another gatekeeper.
Good Afternoon Dinar Recaps,
BRICS Moves Beyond De-Dollarization: The Push for Digital Currency and Cross-Border Settlement
India is preparing to put cross-border digital payments, central-bank digital currencies and local-currency trade at the center of the upcoming BRICS summit — signaling that the next stage of financial diversification may be about building new payment infrastructure rather than simply abandoning the dollar.
Basrah Crude Loses Over 6% On Week
2026-08-29 Shafaq News- Basra Basrah Heavy and Basrah Medium crude each lost $5.37 a barrel over the week, falling 6.72% and 6.46%, respectively. Both grades nevertheless rose in the final trading session.
Basrah Heavy gained $1.67 a barrel, or 2.29%, in the final session to settle at $74.52. Basrah Medium also rose $1.67 a barrel, or 2.19%, to close at $77.82.
MilitiaMan & Crew: Straight Talk: What You Need to Know About the IQD Now
8-29-2026
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
Weekend News with MarkZ. 08/29/2026
Some highlights by PDK-Not verbatim
MarkZ Disclaimer: Please consider everything on this call as my opinion. People who take notes do not catch everything and its best to watch the video so that you get everything in context. Be sure to consult a professional for any financial decisions
MZ: I had to edit out a little content so putting this one up as news and commentary only for today on YouTube. The original and unedited video is still up on Rumble.
MZ: There was enough news to justify a podcast today. Lets start with bond folks and currency groups.
Ariel: How I Think the Sequence will Go
8-29-2026
Here Is How I Think This Sequence Will Go
• Saturday, August 30: G20 Finance Ministers’ session opens. Scott Bessent is the point man. Bessent has been the quiet operator on the Iraq file since the Clarity Act framework first landed on Treasury’s desk. The G20 finance track is where the back-channel agreements on currency pegs get locked not in press conferences, not in Congressional hearings. In rooms with no recording devices. Bessent’s presence at the G20 opener signals that the USD-IQD peg is on the table for final calibration. The rate isn’t negotiated in public. It’s confirmed in handshake. We have to pay attention to this.
Reset Intelligence: Be Prepared
8—28-2026
Be Prepared By Reset Intelligence | @EXIT_FIAT
On Monday Iraq ordered 7.5 billion new banknotes. By Friday the news from the ground was that you cannot buy the old ones.
Two separate reports, with no line to each other, describe the same street: dinar nowhere to be found, cash machines offline or capping withdrawals, payments pushed onto cards, and Kurdistan’s public workers given days to get a bank card because salaries are going electronic. The pay trucks have stopped showing up.
Iraq's Appointments Are On Shaky Ground... The 2027 Budget Will Determine The Fate Of Thousands Of Job Positions.
August 29, 2026Last updated: August 29, 2026 The Independent/- The Federal Public Service Council has brought the issue of government appointments back to the forefront of attention, after confirming that determining the number of job grades, creating them, and the necessary financial allocations for them are directly linked to what will be decided in Iraq’s 2027 budget and the relevant government agencies.
Good Morning Dinar Recaps,
When the Fed Turns Hawkish Again: Higher Rates, U.S. Debt and a New Dollar Test
Federal Reserve Chair Kevin Warsh's Jackson Hole message has reopened the possibility of higher U.S. interest rates — creating a new test for the dollar, Treasury market and the sustainability of America's debt burden.
KTFA
Friday Night video
FRANK26…8-28-26….RAIDED !!!
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#
Rob Cunningham: What if we’ve been Right about XRP but Measuring the Wrong Clock?
8-28-2026
XRP ARMY: WHAT IF WE’VE BEEN RIGHT… BUT MEASURING THE WRONG CLOCK?
We all know the headline: XRP settles in ~3–5 seconds.
But settlement speed ≠ economic reuse speed.
That distinction may completely change the XRP calculus.
Dollar's Final Break? “RUSH TO THE EXITS” Could Trigger Global Financial CHAOS | Robert Kientz
Liberty and Finance: 8-27-2026
The U.S. dollar and Treasury markets could be approaching a critical breaking point as rising debt, persistent inflation, and declining confidence put increasing pressure on the financial system, according to Rob Kientz of the Freedom Report.
Kientz argues that de-dollarization may unfold slowly at first, but could suddenly accelerate when the next recession forces nations to “rush to the exits” and rotate out of dollars and U.S. bonds.
Bruce’s Big Call Dinar Intel Thursday Night 8-27-26
Transcribed By WiserNow Emailed To Recaps (INTEL ONLY)
Welcome, everybody, to the big call tonight. It is Thursday, August 27, and you're listening to the big call. Thanks everybody for coming in, tuning in, and we're just blessed to have you here with us tonight. Looking forward to a really good call. This will be our last call of this week, and so we look forward to it as always.
So thank you, Bob. Appreciate that very much. Well, let's see. It's my turn. It's Intel time. This is short and sweet, but I think it's going to take us right to the point that we need. This will help answer the question that Jeannie had in her post tonight, because she always prompts me on where we are and whether whether we're going to be going this month or whatever.
Good Afternoon Dinar Recaps,
The Strait of Hormuz Becomes a Financial Negotiation: Oil, Sanctions and the Global Economy
The six-month Iran conflict has reached a potentially important new phase as diplomacy increasingly centers on reopening the Strait of Hormuz — turning a military chokepoint into a negotiating instrument with consequences for oil, inflation, sanctions and the global financial system.
MilitiaMan & Crew: Iraqi Dinar: What You Need to Know About Today's Developments
8-28-2026
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
Holly Celiano: Crypto, the Great Wealth Transfer, Clarity Act, Updates with Rob Cunningham, August 2026
8-28-2026
The global financial landscape is undergoing a profound transformation, moving away from outdated, opaque systems toward a future defined by transparency, security, and efficiency.
In an insightful discussion hosted by Holly Celiano, financial analyst Rob Cunningham dives deep into the structural flaws of traditional monetary systems and explores how modern technology is paving the way for a fairer economic paradigm.
Cunningham’s analysis sheds light on why a systemic overhaul is not only necessary but actively underway, driven by advancements in blockchain technology and digital assets.
Coffee with MarkZ, joined by Mr. Cottrell. 08/28/2026
Some highlights by PDK-Not verbatim
MarkZ Disclaimer: Please consider everything on this call as my opinion. People who take notes do not catch everything and its best to watch the video so that you get everything in context. Be sure to consult a professional for any financial decisions
MZ: Could the news get any crazier? Rhetorical, please do not get crazier..... We cover the latest news and speak with Mr. Cottrell. Lucas joins us after the news.
Reset Intelligence: Denial or Blueprint
8-28-2026
Denial or Blueprint
By Reset Intelligence | @EXIT_FIAT
The Central Bank of Iraq published two documents in one day. The public got a denial. Every bank in Iraq got instructions.
One tells you what the state wants believed. The other tells you what the state is doing.
KTFA
Saturday Night Video
FRANK26…8-29-26…AKI TALKS
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests