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
Ariel: XRP and IQD, the Crossborder that Connects
10-29-2026
XRP & IQD: The Crossboarder That Connects (Integration To Acceleration)
Here’s what actually happened today and why it matters more than the noise.
Ripple’s stablecoin went live on the largest US crypto exchange. Retail access. Institutional access. Full XRP ledger support baked in.
Oil Prices Drop On Peace Talk Hopes Despite Gulf Attacks
2026-10-29 Shafaq News Oil prices fell on Thursday, paring gains made a day earlier, as hopes for peace talks took the edge off renewed concerns over Middle East supply disruptions from escalating regional conflict.
Brent crude futures declined $1.22, or 1.1%, to $114.10 a barrel at 0351 GMT. US West Texas Intermediate (WTI) crude futures were down $1.33, or 1.3%, at $101.45.
Good Morning Dinar Recaps,
GLOBAL CURRENCY RESET WATCH: AI INVESTMENT BOOM EXPOSES POTENTIAL VULNERABILITIES IN THE U.S. DOLLAR
Record foreign investment in artificial intelligence and U.S. technology assets is supporting the dollar, but a reversal in investor confidence could expose new vulnerabilities in global currency markets.
MilitiaMan and Crew: Is the Window Opening? Market Analysis You Can't Miss
10-28-2026
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
KTFA
Wednesday Night Video
FRANK26…10-28-26….CBI AND FINANCE MINISTER TALK
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#
Rafidain Bank Starts Second Round Of Salary Advances
2026-10-28 02:25 Shafaq News- Baghdad Iraq’s state-owned Rafidain Bank has opened applications for a second round of electronic loans for employees and retirees, the bank said Wednesday. Applicants must receive their salaries through Rafidain Bank and hold a Rafidain card. They can apply through the SuperQi app, a digital financial services platform developed by Iraqi payment company Qi Card, without visiting bank branches. All applications are subject to the bank’s lending requirements.
Bruce’s Big Call Dinar Intel Friday Night 10-23-26
Transcribed By WiserNow Emailed To Recaps (INTEL ONLY)
Welcome, everybody, to the big call. It is Friday, October 23, and you're listening to the new and improved big call on a newly migrated free conference call hd.com, which was migrated overnight to the Starlink satellite system.
So that's why we didn't have the call last night, (Thursday 22nd ) and that's why we're having a makeup call tonight. It's kind of like Friday Night Lights. It's like wear your Friday Night Day tonight.
Ariel:This is Going to be Historic, you all have to Change your Approach Now
10-28-2026
This Is Key
They cannot short the new dinar because the exchange happens programmatically inside the DTCC vault. ( The Depository Trust & Clearing Corporation (DTCC))
They cannot front-run the revaluation because the liquidity is gated through the Ripple trust bank.
They cannot seize the oil assets because the tokenization makes ownership transparent and transferable.
TNT:
Tishwash: President Al-Zaidi discusses with the International Trade Centre support for investment and the development of tourism, agriculture, and the digital economy.
Prime Minister Ali Faleh al-Zaidi discussed with the Executive Director of the International Trade Centre, Pamela Hamilton, prospects for joint cooperation and ways to benefit from the Centre’s expertise in supporting economic and investment development in Iraq.
During his meeting with Hamilton and her accompanying delegation on Tuesday, Al-Zaidi emphasized that Iraq possesses numerous investment opportunities, noting that the government's policy is based on openness to foreign investments and providing facilities and privileges for investors, as well as paying attention to developing the tourism sector.
Bruce’s Big Call Dinar Intel Tuesday Night 10-27-26
Transcribed By WiserNow Emailed To Recaps (INTEL ONLY)
Welcome, everybody, to the big call tonight. It's Tuesday, October 27, and you're listening to the big call. Thanks for tuning in, everybody. Again, we're on our normal Tuesday Thursday schedule now, and many of you, I think, may have missed our makeup call that we did on Friday because we did not get a chance to have a call on Thursday night because free conference call was transitioning to the Starlink satellite system.
So as hard as we tried, we couldn't get the call going, and we decided to start it on Friday night, same time, same station, but Friday instead of Thursday. And we had a lot of people, I think, that didn't get the memo, even though the message was out in various ways online, some people I think did not realize that's what we had done.
Good Afternoon Dinar Recaps,
GLOBAL FINANCIAL RESET WATCH: DTCC LAUNCHES TOKENIZATION SERVICE AS WALL STREET MOVES TOWARD BLOCKCHAIN
The launch of a new securities tokenization service by one of Wall Street’s most important financial infrastructure organizations marks a significant step toward connecting traditional markets with blockchain technology.
Coffee with MarkZ, joined by Bob Lock and Zester. 10/27/2026
MarkZ Disclaimer: Please consider everything on this call as my opinion. Be sure to consult a professional for any financial decisions
MZ: More factions disarm; Borders, smugglers. Bob Lock and Zester join as well.
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
NESARA GESARA QFS: The Transition Framework
10-28-2026
NESARA GESARA QFS
Telegram 10/27/2026
t.me/Gesara_QFS
NESARA / GESARA — THE TRANSITION FRAMEWORK
• NESARA/GESARA represents a global shift away from debt-driven economics toward fairer financial structures, including discussions around debt relief, tax reform, and sovereign economic control.
Emailed to Recaps~ Thank you David
Reset Intelligence: Bessent Opens Ripple's Conference.
By Reset Intelligence | @EXIT_FIAT
On Tuesday US Treasury Secretary Scott Bessent opened Ripple's Swell conference in Manhattan, the day after Washington chartered Ripple's own national trust bank. He told the room where he thinks the dollar's strength now comes from: "We will keep our military umbrella, but I think more and more it's becoming a technology umbrella."
In the same room sat the firms that hold, clear and settle much of the world's money: CME Group, BNY, State Street and Barclays.
Good Morning Dinar Recaps,
GLOBAL DEBT RESET WATCH: AI FINANCING RISKS COLLIDE WITH AMERICA’S $40 TRILLION DEBT
The enormous cost of artificial intelligence infrastructure is colliding with rising borrowing needs, raising questions about debt sustainability, financial stability, and the future direction of global capital.
6 Attitudes That Breed Financial Failure
By Kentin Waits WiseBread
Financial success or failure is often the result of attitudes — both conscious and unconscious — that affect our behavior. No amount of budgeting and self-control can help us when we’re up against ingrained ideas about money management, spending, and debt. If you’re having a tough time shifting your financial behavior, maybe it’s time to change your mind about money. Here are six common attitudes that work against us financially.
System Implosion As Debt Spiral Causes Financial Contagion | Mitch Vexler
Liberty and Finance: 10-27-2026
Mitch Vexler of Mockingbird Properties returns to Liberty and Finance with a stark warning about what he calls a growing bond debt crisis that could threaten the global financial system.
Vexler alleges that trillions of dollars in school district bond debt are unsustainable, arguing that compounding interest and property tax assessments are masking deeper financial problems.
Ariel: Banks that Know about the RV Exist
10-28-2026
Your Marching Orders: This Is Your Mission Statement Private (The Code You Follow)
The Coward’s Exit, The Guru’s Grift, and Why Your Bank Teller’s Opinion Means Absolutely Nothing
THE BANKS THAT DO KNOW — YES, THEY EXIST
And here’s the part the doom-posters conveniently ignore: there are banks specific, identifiable, operational banks that have already acknowledged the revaluation internally and are actively preparing to receive Dinar holders post-RV.
Gold Steadies Near $4,000 as Oil Eases and the Fed’s Biggest Week Begins
Published: 10-26-2026,
Gold is holding just above $4,000 an ounce on Monday. That’s a partial comeback from last week’s slide to its lowest level since mid-July. Oil prices are pulling back today, and that’s taking some pressure off the metal. The relief comes right before Tuesday’s start to the Federal Reserve’s two-day policy meeting. Silver isn’t holding up as well. It’s giving back an early morning gain and trailing gold into the decision, and that’s pushed the gold-silver ratio to its highest level in months.
TNT:
Tishwash: The 2027 budget is nearing Parliament... This is its expected arrival date
Member of Parliament Rabie al-Moussawi revealed on Thursday the expected date for submitting the draft federal budget law for 2027 to Parliament, predicting its arrival by the middle of next month to begin discussions.
Al-Moussawi stated, in a statement reported by the Video News Agency, that the government is finalizing the draft budget in preparation for its official submission to Parliament. He noted that the Finance Committee and parliamentary blocs are awaiting its arrival to study its details and financial provisions.