In this episode of Soar Financially, Jared Dillian returns with a bold take on what gold, bonds, and the Fed are really telling us. As gold hits yet another all-time high, Jared explains why it’s not about inflation or tariffs — it’s about debt monetization.We dive into why the U.S. deficit is intractable, why bond yields are misunderstood, and why the Fed is keeping policy too tight for all the wrong reasons. Jared also unpacks the real forces behind the weak dollar, the fragile housing market, and where investors should look next — including gold, copper, and international markets.#gold #deficit #inflation------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨‍💼 Guest: Jared Dillian🏢 Company: The Daily Dirt Nap🌎 https://www.dailydirtnap.com/📅 Recording date: April 16th, 2025---------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE May 16 & 17, 2025 in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎►► Follow Us! ◄◄Twitter: / soarfinancial Website: http://www.soarfinancial.com/---------------------00:00 Intro00:40 Gold’s breakout: What is it really signaling?03:15 Jared: Gold is an “option on debt monetization”06:00 Bond market chaos and foreign dumping08:30 Tariffs & deflation: The Fed got it wrong11:00 Why the Fed must cut rates — now13:30 Is stagflation real or misunderstood?15:00 Recession predictions: why they miss the mark17:30 Yield curve signals & what’s next19:10 Housing market: Cracks are showing21:30 Capital flight: Is the U.S. losing investor trust?24:10 The dollar’s future & global repositioning27:00 Commodities: Gold, copper, and mining sentiment30:20 Retail is NOT in this gold rally yet32:15 Jared’s positions and newsletter33:40 Final thoughts & where to follow Jared*Disclaimer:*Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.