The Most Dangerous Time in Financial History
Brian Hirschmann: The Most Dangerous Time in Financial History
Palisades Gold Radio: Apr 16, 2021
Brian discusses how the US has crossed the 130% GDP to Debt level and last year, and they reviewed past outcomes of countries at these debt levels.
The conclusion from the study was that default would be all but inevitable.
Warren Buffet said recently, "If governments could always borrow at negative interest rates, it would have been discovered 2000 years ago." People today have too much faith in the government's ability to borrow. He explains how equities are overvalued when measured by CAPE metrics.
Today we are at levels twice the norm, which means that a pullback of 60% would be required to return to normal. Bond markets are also likely to burst, which would likely mean a drop of 80%.
We seem to have another housing bubble, along with the price to rent and price to income levels, all being back nearly at 2006 levels. China produced and used in one month more cement than the US utilizes in a year.
If China bursts, it would almost certainly cripple global growth. The next crisis could easily be the worst crisis since the great depression. At this point, nearly anything could trigger such an event.
Brian remains a gold bull and believes any crisis should be a significant windfall for investors with mining equities. Since the market cap of gold equities is relatively small, he expects a lot of new capital could come flooding in looking for a new home.
He discusses how they measure and compare the value of mining equities. He argues that physical gold's nominal returns are going to underperform most other investments. This is why funds like Berkshire Hathaway chose to invest in Barrick Gold rather than physical metal.
He explains how they adjust and rebalance their portfolio depending on expected future returns and why this is important for mining equities. Lastly, he touches on two markets that he feels are in bubbles, bitcoin, and global housing markets.
Time Stamp References:
0:00 - Intro
0:37 - Bonds & Collapse
8:33 - Yield Curve Control
11:49 - Gold Expectations
13:50 - Foreign Investment
14:32 - Silver Investing?
15:29 - Gold Value Investing
16:25 - Valuing Equities
18:10 - Physical Gold Investing
23:23 - Factoring Risk
27:47 - Portfolio Rebalancing
30:17 - Gold and Oil
32:34 - Bitcoin & Bubbles
37:23 - Global Real Estate
38:38 - CPI & Inflation
39:52 - Wrap Up
Good Morning Dinar Recaps,
U.S. DEBT TOPS $40 TRILLION: RISING TREASURY YIELDS EXPOSE A NEW FISCAL PRESSURE POINT
America's debt has crossed $40 trillion as rising long-term Treasury yields increase the cost of government borrowing and force markets to reassess the country's fiscal flexibility.
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.
KTFA
Tuesday Night Video
FRANK26….9-1-26….NEW PATH WITH TRUMP
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#
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.
Your Mortgage Is Now Competing With Google and the Pentagon
Notes From the Field by James Hickman (Simon Black / Sovereign Man) September 1, 2026
Hardly a week goes by without another data center announcement, and the projects have gotten so big that they're now measured in gigawatts.
A gigawatt is a billion watts of electricity. Running around the clock, one gigawatt is enough to supply about 800,000 average American homes— and a single large data center is now built at that scale.
Is Scott Bessent turning off Iran is then the QFS turned on
Dr. Scott Young:9-1-2026
A fundamental restructuring of global economic power is quietly under way, marking a dramatic departure from decades of traditional central banking control.
In a compelling analysis, Dr. Scott Young explores how recent shifts in U.S. financial strategy under the Trump administration signal a new era of monetary enforcement and sovereign economic realignment.
Putting US Treasury on Trial for Theft and Treason? | Rick Rule
Liberty and Finance: 8-31-2026
Rick Rule puts the U.S. financial system on trial. In this unconventional and provocative interview,
Rick Rule takes the stand as an “expert witness” in a mock trial examining some of the most controversial questions facing American savers: Is the financial system quietly eroding purchasing power, penalizing savers, and transferring wealth through inflation and taxation?
Oil Prices Climb Above $91 On Renewed US-Iran Strikes
2026-09-01 Shafaq News Oil prices gained around $1 on Tuesday as the resumption of fighting between the U.S. and Iran in the Middle East renewed fears of supply disruptions from the world's key crude-producing region.
Brent crude futures were up $1.05, or 1.2%, to $91.54 a barrel at 0455 GMT, while U.S. West Texas Intermediate crude was up $1.27, or 1.5%, to $87.03.
Good Afternoon Dinar Recaps,
Japan's 30-Year Bond Shock: Rising Yields Challenge the World's Debt System
Japan's surging long-term bond yields are testing the country's debt sustainability while creating potential ripple effects across global capital flows and government borrowing costs.
Ariel: Banking Infrastructure Preparations for the Iraqi Dinar Revaluation Event
9-1-2026
The Currency Undercurrent: Banks That Are Shifting Business Models For The Reset
Domestic Banking Infrastructure Preparations for Iraqi Dinar Revaluation Event
THE SEPTEMBER 30 CONDITIONAL
Iraq’s announcement that it will not extend the September 30 deadline for US troop withdrawal is the public-facing lever.
TNT:
Tishwash: Al-Zaydi, in a meeting with the framework: The file of vacant ministries will be completed this week.
Prime Minister Ali al-Zaidi confirmed that discussions regarding the vacant ministries will be completed this week, during a new meeting with the coordination framework held in the office of Badr Organization leader Hadi al-Amiri.
According to a statement published by the Coordination Framework, the meeting discussed "the latest developments at the local and international levels," while Al-Zaydi announced at the beginning of the meeting that "discussions related to completing the government formation will be completed during this week, in preparation for sending it to the House of Representatives next week for a vote."
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 Tues. 1 Sept. 2026
Compiled Tues. 1 Sept. 2026 12:01 am EST by Judy Byington
The Ultimate Interoperability Grid Is Going Live – And the Legacy Rails Are Being Bypassed Forever. …US Treasury Center on Telegram Mon. 31 Aug. 2026
While the legacy financial media is still arguing over inflation data and interest rate cuts, a seismic infrastructure shift is (allegedly) quietly locking into place. The old correspondent banking network—built on fragmented ledgers, multi-day delays, and archaic messaging—has officially hit a structural wall. Cross-border payments are taking longer, friction is mounting, and traditional institutions are scrambling to plug the leaks.
Cabinet to vote on Iraq’s 2027 budget in September
2026-08-31 Shafaq News- Baghdad Iraq’s cabinet will vote on the draft 2027 federal budget in September, with the projected deficit capped at 3%, government spokesperson Haider Al-Aboudi announced on Monday.
At a press conference, Al-Aboudi said the Finance Ministry is finalizing the bill in line with the Federal Financial Management Law. The program-based budget will include electricity initiatives and development projects in Saladin and Al-Diwaniyah provinces, as well as provisions concerning contract employees.
Good Morning Dinar Recaps,
Global Bond Rout Deepens: Oil Shock Forces Investors to Reprice Debt, Rates and Risk
Rising energy prices and renewed inflation concerns are pushing global bond yields higher, challenging governments, central banks and investors already facing elevated debt costs.
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.
MilitiaMan & Crew: What's Happening Now: Militia Man's Take on Current Events
8-31-2026
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
When Will The Removal Of Zeros Begin? A Member Of Parliament Sets A Date For The Project's Implementation.
Information/Baghdad... MP Murtadha Afween confirmed on Monday that the project to remove zeros from the Iraqi currency has not yet moved to the implementation phase, indicating that the project does not represent a direct solution to the crises plaguing the Iraqi economy.
Afween told the Information Agency that “the issue of removing zeros from the currency has not yet reached the implementation phase,” explaining that “the project has not contributed to addressing the crises facing the Iraqi economy.”
Breaking Down $15 billion Spent on California's Train to Nowhere
Notes From the Field By James Hickman (Simon Black / Sovereign Man) August 28, 2026
In November 2008, California voters approved a ballot measure to build a bullet train from San Francisco to Los Angeles. It was supposed to be fast enough to make the journey in under three hours. And passengers could hop on by 2020, for a total cost of $33 billion.
Eighteen years later, there is nothing to ride.
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#
Between External Borrowing And Removing Zeros... The Government Faces Difficult Choices To Address The Financial Crisis
31 Aug 13:51 Information/Report... As pressure mounts on Iraq's public finances, a range of options for addressing the liquidity crisis are resurfacing. These include resorting to external borrowing and restructuring the local currency.
Parliamentary sources confirm that the project to remove zeros from the currency has not yet entered the implementation phase, while economists discuss the possibility of securing a substantial external loan to provide liquidity and bolster reserves.