Dutch CB Declares Gold As Ultimate Reserve Asset | Clive Thompson

Dutch CB Declares Gold As Ultimate Reserve Asset | Clive Thompson

Liberty and Finance:  9-3-2026

A major central bank is quietly repositioning its gold for a crisis, and Clive Thompson says investors should be paying close attention.

The Dutch central bank is moving gold reserves toward Londonand spreading its holdings across multiple locations, explicitly citing crisis preparedness and describing gold as an “anchor of trust” and an ultimate reserve asset for hedging extreme systemic risks.

Thompson also discusses the extreme volatility in gold and silver, shrinking silver inventories, rising industrial demand, and why even a small shift of capital from the enormous global bond market into gold could have an outsized impact on prices.

He warns that a future bond-market crisis could force central banks to intervene and create new money, potentially triggering a major surge in gold.

Thompson also shares what investors should watch now, including central-bank gold buying, Treasury bond disinvestment, stock-market weakness, and signs that capital is beginning to rotate toward precious metals.

INTERVIEW TIMELINE:

0:00 Intro

1:00 Gold repatriation

14:30 Gold market update

25:52 Global bond crisis

27:10 Little Trot books

30:20 Stock market crash

https://www.youtube.com/watch?v=1mevSlstBpM

America's Dollar Was Backed by Gold Until 1971 — Why Everything Costs More Now

America's Dollar Was Backed by Gold Until 1971 — Why Everything Costs More Now

August 2026

In 1971, President Nixon went on live television and made a decision that changed the value of your money forever. He suspended the dollar's convertibility into gold — a move he called "temporary." It's now lasted over fifty years.

Before that night, every US dollar was backed by physical gold sitting in a vault. The world's currencies were anchored to the dollar, and the dollar was anchored to gold at a fixed rate.

It was a promise made at Bretton Woods in 1944 by 44 nations coming out of World War II. That promise held the global economy together for nearly three decades.

But behind the scenes, cracks were forming. America was spending beyond its means — funding wars, expanding social programs, and flooding the world with more dollars than it had gold to back.

France's President de Gaulle called it out publicly and sent warships to collect French gold from New York. Other nations started getting nervous. A full-scale run on the dollar was underway. On August 15, 1971, Nixon closed the gold window.

The dollar was no longer tied to anything tangible. And what followed reshaped the cost of everything — housing, food, gas, education, healthcare.

 The dollar has since lost roughly 87% of its purchasing power. A dollar today buys about 12 cents worth of what it could in 1971.

This video traces the full story — from the Bretton Woods Agreement to the collapse of the gold standard, the birth of the petrodollar system with Saudi Arabia, the explosion of the US money supply, and why your paycheck never seems to stretch far enough.

This isn't just economic history. This is the hidden story behind every price tag you see today.

https://www.youtube.com/watch?v=LVviLa0Nvxo

Monetary RESET Has Begun, But “Performance Gold” Could Be the Biggest Opportunity | Ronald Stöeferle

Monetary RESET Has Begun, But “Performance Gold” Could Be the Biggest Opportunity | Ronald Stöeferle

Miles Franklin Media:  9-1-2026

Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, interviews Ronald-Peter Stöferle, Managing Partner and Fund Manager at Incrementum and co-author of the annual In Gold We Trust report.

 Stöferle explains why gold is undergoing a “creeping remonetization,” driven by central-bank accumulation, geopolitical fragmentation and growing concerns over the global monetary system. He argues that gold’s bull market is not yet in a bubble and reveals why $8,900 gold is now his new base case after his previous $4,800 target was reached ahead of schedule.

The conversation also examines sovereign debt, inflation, de-dollarization and the changing role of gold as a neutral global reserve asset. Stöferle explains why Western institutional investors remain significantly underallocated to gold and why a shift in institutional capital could become an important driver of the next phase of the bull market.

He also discusses silver and mining equities as higher-beta opportunities, the potential role of Bitcoin and commodities in a diversified portfolio, and why the global monetary system could undergo a major reorganization in the years ahead. In this episode of The Real Story:

• Why $8,900 gold is now Stöferle’s base case
  

• Gold’s “creeping remonetization”
  

• Central banks and the new gold-buying cycle
  

• Sovereign debt, inflation and de-dollarization
  

• Why institutions remain underallocated to gold
  

• Silver and miners as higher-beta gold plays
  

• Gold, Bitcoin and commodities in a changing portfolio

00:00 Coming Up

01:38 Introduction

03:34 Why Gold Remonetizes

05:59 History Rhymes Again

08:18 Six Vectors Overview

09:04 Central Banks Shift 2022

16:02 Sanctions and Dollar Weaponization

23:21 Bessent Soundbite Breakdown

28:30 Reanchoring With Gold Bonds

33:51 Sponsor Break and Return

38:03 Institutional Demand Gap

43:45 How Allocations Could Rise

48:58 Gold Allocation Framework

50:54 Gold and Bitcoin Allocation

51:14 New 60/40 Outperformance

52:34 Dow Theory Bull Phases

56:14 Why This Bull Isn’t Over

59:16 Gold Targets Reset Higher

01:03:29 Revaluation and Remonetization

01:07:18 Tokenized Gold Reality Check

01:11:07 Miners Catching Up

01:15:07 Why Own Physical Gold

01:17:31 Corporate Gold Standard Idea

01:21:12 What Brings Generalists Back

01:24:29 What Could Break the Thesis

01:28:48 Long View on Gold’s Future

01:33:03 Where to Follow and Closing

https://www.youtube.com/watch?v=YBEe0bRZ4l4&t=11s

Is Trump Signalling a Gold Revaluation? Bill Holter

Is Trump Signalling a Gold Revaluation? Bill Holter

Kinesis Money:  8-31-2026

In this week’s Live from the Vault, Andrew Maguire is joined by Bill Holter to examine whether Trump's repost of Jim Rickards' $10,000 gold call signals something far bigger than a market comment, and what it means for gold and the dollar system.

The two precious metals experts examine why credit markets are beginning to crack, and why Bill believes any gold price target being discussed today will ultimately prove laughably low — including the ones that sound outrageous right now.

Timestamps:

00:00 Start

01:29 Is Bessant's yield push a policy error - or a gold revaluation trigger?

05:12 Why Trump reposting Jim Rickards' $10,000 gold call is no coincidence

09:07 How a weekend gold revaluation would wipe out rehypothecation overnight

14:08 AI cannot be built without silver - and the silver simply does not exist

19:24 How Hong Kong's exchange made the yuan directly convertible to gold

24:01 Enbridge: the escape hatch from the dollar system explained

30:14 Credit is cracking - and the only exit is physical gold and silver

38:44 Why any gold price target you hear today will prove laughably low

43:02 Could gold miners be nationalised? Bill makes the case

49:28 Get out of the system, and make your plan while you still can

https://www.youtube.com/watch?v=47YIXRKx3VY

Fed vs. Treasury: The $1 Trillion Gold Revaluation Plan? | Mario Innecco

Fed vs. Treasury: The $1 Trillion Gold Revaluation Plan? | Mario Innecco

Liberty and Finance:  8-29-2026

Mario Innecco warns that the Federal Reserve may be far less capable of fighting inflation than its rhetoric suggests, arguing that changing CPI methodology masks the true erosion of purchasing power.

He discusses the possibility of the Treasury revaluing U.S. gold to generate roughly $1 trillion that could potentially be used for Treasury buybacks and yield-curve control.

Mario also suggests that the apparent conflict between Fed Chair Kevin Warsh and Treasury Secretary Scott Bessent could be “theater” designed to manage public perception while policymakers deal with mounting debt and financial instability.

Drawing parallels to the financial disruption surrounding World War I, he warns that a major geopolitical conflict could severely disrupt markets and make physical gold and silver an important form of protection against financial chaos.

He also remains bullish on gold, silver and mining stocks, while arguing that sanctions and the weaponization of the dollar may be accelerating de-dollarization and encouraging foreign central banks to turn toward gold.

INTERVIEW TIMELINE:

0:00 Intro

1:15 Market sell-off

8:43 Gold revaluation

16:00 Mainstream interest in gold

19:33 Wars and financial crises

28:00 Miners

https://www.youtube.com/watch?v=-yujpicXBnE

Texas Digital Gold: Sound Money or a New Gatekeeper?

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.

Chapters:

00:00 Texas Recognizes Gold & Silver as Legal Tender

00:53 Texas Takes Sound Money Digital

02:43 Solving Gold’s Convenience Problem

03:32 “Gold-Backed” vs. Redeemable

04:19 What the Final Texas Law Actually Says

04:51 The Critical Questions About Ownership

05:18 Why Ownership Is Where Sovereignty Lives

06:00 Could the State Become the Gatekeeper?

07:02 What Sound Money Is Really About

07:35 Can Gold Compete With Fiat on Convenience?

08:05 Putting Sound Money on Modern Digital Rails

08:42 Why Physical Redemption Matters

09:23 What We’ll Be Watching as Texas Implements the Law

09:52 Does This System Actually Strengthen Sovereignty?

10:31 Would You Use a Digital Gold & Silver System?

10:57 Is Your Gold & Silver Structured for Your Goals?

11:34 Texas Has Opened the Door

https://www.youtube.com/watch?v=3Qz6prYB7WM

Gold & Silver Revaluation! A Quarter Ounce Of Gold To Buy A House - Here's When | Lynette Zang

Gold & Silver Revaluation! A Quarter Ounce Of Gold To Buy A House - Here's When | Lynette Zang

Smart Silver Trends:  8-26-2026

In this video, Lynette Zang explores the potential for a massive overnight revaluation of gold and silver, drawing parallels to historical hyperinflation events like those in Venezuela.

She explains that while the U.S. market is often driven by "paper" contracts and traders, global trends are shifting toward physical markets, which she believes will lead to truer price discovery based on actual supply and demand.

The discussion covers several practical topics for precious metals investors:

Market Mechanics: The difference between Western "paper" markets and Eastern physical-focused markets.

Financial Tools: An explanation of "Glint," a Mastercard backed by physical gold, and the concept of arbitrage.

Strategic Decisions: Why Lynette chooses to hold a small mortgage to potentially pay it off with devalued currency after a reset, rather than paying it off now.

Gold-to-Silver Ratios: Analyzing how these ratios shift during hyperinflation and why silver often outperforms gold in the early stages.

Confiscation Concerns: A historical look at gold confiscation in the U.S. and why it’s often executed through "covert" means like inflation and taxation rather than door-to-door seizures.

Lynette emphasizes the importance of a sound money strategy to protect purchasing power and standard of living during economic transitions.

https://www.youtube.com/watch?v=Q3-LncMKAlA

We NEED A Gold Standard To Survive | Alasdair Macleod

We NEED A Gold Standard To Survive | Alasdair Macleod

Money Markets and more by Dominic Frisby:  8-23-2026

In this latest Money Markets and More, I sit down with monetary analyst Alasdair Macleod to discuss gold, fiat currency and why he believes we are rapidly approaching a point at which the monetary system as we know it can no longer survive without a return to gold.

Alasdair has spent decades studying financial markets, monetary history and the role of gold, and his argument is uncompromising: gold is money; pounds, dollars and euros are credit.

He believes confidence in fiat currencies is approaching breaking point and goes as far as to predict that the present system could be dead within the next 18 months.

 In his view, any currency that hopes to survive what comes next will ultimately have to become a credible substitute for gold through a proper gold standard.

From there, our conversation ranges from sterling, government debt and the fragility of bond markets to Japan, China and what a 21st-century gold standard might actually look like.

We discuss why Alasdair believes gold should be treated as the unit of account rather than something whose value is measured in depreciating currencies, why government debt eventually threatens the currencies supporting it, and why, if I gave him £100,000 today, his answer would simply be: gold.

https://www.youtube.com/watch?v=TZyvGxOlaws

We Left Gold in 1971... Now the World Is Leaving the Dollar

We Left Gold in 1971... Now the World Is Leaving the Dollar

Peter Schiff: 8-17-2026

Peter Schiff on plunging retail sales, sticky inflation, the Fed's stealth QE, and why the world is now leaving the dollar standard.

Retail sales just plunged, producer prices are still rising, and the Fed is quietly expanding its balance sheet again.

The July data tells the story the markets keep ignoring. Retail sales fell 0.6 percent, the biggest drop in over a year, and since those numbers are not adjusted for inflation, real spending fell even further.

Consumer sentiment sank to 51 as households braced for 4.3 percent inflation, more than double the Fed's 2 percent target. Producer prices rose 4.7 percent year over year, and instead of rallying on the weak data, the bond market sold off to its lowest weekly close of the year, with the 30-year at 5.27 percent.

 Meanwhile the Fed expanded its balance sheet by more than 21 billion dollars in two weeks, with the national debt about 80 billion dollars away from 40 trillion.

Peter marks 55 years since Nixon closed the gold window and calls it what it was: a 100 percent default on America's creditors.

His father Irwin testified against removing gold backing in 1968, and the 1970s proved him right. Now the sequel is underway.

The world is going off the dollar standard the way America went off gold, and the next leg down in the American standard of living has already started. Gold near 4,400 dollars and silver above 66 are the market's verdict.

Chapters:

00:00 Middle Class Squeeze

01:01 PPI Breakdown

04:08 Fed Balance Sheet Surge

05:23 Stagflation Signals

08:28 Bond Market Warning

11:39 Greenspan and 1987 Echoes

14:48 Stocks vs Bonds Diverge

15:33 Gold Shines Bitcoin Slips

18:16 Bitcoin Bear Case

21:08 Iran Sanctions and Oil

26:30 Nixon Gold Standard Legacy

28:52 Inflation Math Reality

29:30 Video Plug Fiat Failure

30:19 Electric Catamaran Tour

34:30 Cruising Plans Tax Credit

37:02 Gold Standard Break Explained

48:09 Dollar Standard Ending

https://www.youtube.com/watch?v=d_2WGJuaBY8

Central Banks Choose Between Gold and Dollars. Gold Is Winning

Central Banks Choose Between Gold and Dollars. Gold Is Winning

Notes From the Field By James Hickman (Simon Black / Sovereign Man) August 10, 2026

Every country on earth keeps a rainy-day fund: a pile of emergency savings, managed by its central bank, set aside for wars, crises, and currency runs.

These stockpiles of cash around the world are known as a nation’s “reserves”, and the people who manage those funds are called reserve managers.

Due to America’s superpower status, managers tend to hold the vast majority of their nations’ reserves in US dollars— most commonly in US government bonds like the 10-year note.

Now, every year, a London institute called OMFIF surveys dozens of these reserve managers who collectively hold more than $10 trillion— and OMFIF asks the same question each year:

What does your central bank plan to do with its US dollars?

This year, for the first time, more reserve managers said they planned to cut their dollar holdings than increase them.

Reserve managers are the least excitable people in finance. Their job is to be boring, to hold safe assets, and to never make news. So this is not an emotional knee-jerk reaction. It is a decision that has been decades in the making and accelerated over the past few years.

The critical moment came in February 2022 when Russia invaded Ukraine; the US government froze roughly $300 billion of Russia’s reserves, i.e. assets that were held outside of Russia.

Interestingly enough, many of those frozen Russian assets were actually held in EUROPE, not the United States. But the US government still exerted control, pushing Europe to freeze those Russian-owned bonds.

Every reserve manager on the planet learned the same lesson that day: if you ever land on America’s bad side, the US government will lock you out of your national savings in an instant.

And it was at that point that central banks around the world started shopping around for more secure reserve assets that the Treasury Department cannot freeze.

Given that foreign countries collectively hold tens of trillions of assets (most of which is denominated in US dollars), they couldn’t exactly dump their holdings overnight. No one is willing to shout “FIRE” in a crowded theater; but they are, however, calmly making their way to the door.

But this process will take years, perhaps even a decade or more.

The key question is— where are they going to park their reserves, if not US dollars? There certainly have been a number of lingering options, from the “BRICs dollar” to China’s digital currency.

But the obvious answer (as we have been writing about for years here) is gold.

From 2022 through 2025, central banks bought a few hundred billion dollars worth of gold (above their normal purchases). This amounts to roughly 2% of their reserves.

Yet by parking just 2% of their reserves into gold, gold prices more than doubled from ~$1,600 back then to more than $4,000 today.

It’s important to note that the sudden spike in gold prices to $5,600 early this year wasn’t from central bank purchases— that was mostly hedge funds and retail investors piling in.

Gold prices slid back down to $4,000 as those investors exited. But central banks have started buying again; net central bank purchases amounted to 244 tonnes in the first quarter of 2026— well above their five-year average. And net purchases continued in April and May.

The big headline is that those same central bank reserve managers recently told OMFIF that they plan on moving AT LEAST another 7% of reserves out of dollars over the next decade.

Most likely the bulk of this reserve diversification will go into gold.

In other words, 2% of reserves more than doubled the gold price between 2022 and 2026. Now they plan to invest over three times that amount over the next decade. Any guesses where the gold price is headed?

These bankers also expect to pay more for gold; 61% of the central banks OMFIF surveyed estimated a gold between $5,000 and $6,000 an ounce by June 2027. And yet, even at record prices, most of them still plan to buy gold over the next two years.

Think about that. The institutions that just bought the gold price dip expect the price to go up within a year… and their stated plan is to keep buying more.

Most individual investors are very short-term in their thinking. They look at day-to-day price fluctuations and tend to follow popular trends.

Central bankers, on the other hand, ignore daily, monthly, and quarterly noise. They think strategically... and their time horizon is in years if not decades.

They’re not doing this to make money; they aren’t planning to trade their US dollars for gold, only hoping to trade their gold back for more US dollars down the road.

Rather, they’re trying to protect their national savings by purchasing strategic assets that the US government cannot confiscate.

Ultimately this is why we believe that the long-term direction of gold is still much higher— because the largest buyers in the market are still buying, and they plan to continue buying for years to come.

To your freedom,   James Hickman    Co-Founder, Schiff Sovereign LLC

P.S.

When retail investors dumped gold this year, they dumped the gold producers too. But these companies were built to survive far lower prices, so at today's gold they are still enormously profitable, still throwing off cash, and still trading at low multiples of the cash they generate.

Schiff Sovereign's Strategic Assets is monthly investment research on exactly these kinds of businesses: already profitable, little or no debt, trading at a low multiple of free cash flow, with catalysts the market has not priced in.

https://www.schiffsovereign.com/investing/central-banks-choose-between-gold-and-dollars-gold-is-winning-155579/?inf_contact_key=9263a1a48724d0d1b5c5fa3d6b27cf0ebb81b9ded3d8b3c1b80fc8cf5b3ba7c9

US & China are Quietly Buying Gold to Devalue Currency | Andy Schectman

US & China are Quietly Buying Gold to Devalue Currency | Andy Schectman

WTFinance and Miles Frabklin Media:

On this episode of the WTFinance podcast I had the pleasure of welcoming back Andy Schectman. Andy is the CO of Miles Franklin Precious Metals.

During our conversation we spoke about the current situation in the economy, the structural issues that are facing the monetary system, what this means for gold and precious metals, creation of multipolar systems and more.

0:00 - Introduction

2:17 - Overview of markets

10:15 - FED & Treasury fix problem?

17:29 - Inflate debt away

20:45 - Solution to productivity issues

35:51 - China rebasing vs gold

41:19 - Multipolarity

46:54 - One message to takeaway?

https://www.youtube.com/watch?v=mwYNY7kwQIw