GMoney shares his macro thesis on why gold's rally signals a coming liquidity event, how AI spending could trigger the next crisis, and why he's gone deep down the vibe coding rabbit hole with Claude Code.

0:00:00 Interview with GMoney

0:05:27 Gold and Silver as the Canary in the Coal Mine

0:13:44 AI Spending Crisis and Government Backstop Thesis

0:22:31 GMoney's Vibe Coding Journey with Claude Code

0:29:36 Where the Real AI Opportunity Lies

0:35:30 Brand, Trust and Distribution as the Ultimate Moat

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.