Reinvent Money

Gold, silver, oil, Japan, and the bond market are colliding in a way that could reshape inflation, fiat money, and global liquidity. In this conversation, former stock broker and banker Alasdair Macleod argues the recent surge in precious metals is not a fake breakout but a warning sign of deeper credit stress. Paul Buitink and Macleod break down why gold is acting as an escape from credit risk, how oil and fuel shortages could squeeze economies, and why Japan’s bond market matters for U.Follow Alasdair here:https://www.macleodfinance.com/Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:41 Gold and silver's breakout, fake or real?4:14 How important is the war in the Middle East for gold9:58 Oil, inflation and shortages14:33 The link between rates and gold23:50 South Korea and other central banks demand for gold27:55 Japan's and US intervention39:41 Stress in bond markets and the end of fiat currencies47:21 Outro

In this episode, Paul Buitink speaks with Michael Oliver of Momentum Structural Analysis about gold, silver, oil, central banks, and the warning signs in today’s markets. Michael explains why momentum can reveal structural shifts before price does, why fiat currency degradation matters, and why sovereign bond stress could reshape where investors seek safety. They also discuss the long-term case for gold, silver, and commodities in a world of rising fiscal pressure and policy uncertainty.Follow Michael here:https://www.olivermsa.com/https://x.com/Oliver_MSAFollow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:26 Momentum Structural Analysis explained6:07 How has momentum trading changed over time8:33 Stock markets and oil12:30 How central banks distort prices16:22 Oil vs gold18:24 Central banks and QE20:27 Gold and silver's bottom and structural momentum28:00 Fundamental vs momentum analysis31:29 Michael's encounters with Murray Rothbard33:52 What comes after the crisis41:07 Outro

In this episode of Reinvent Money, Paul Buitink speaks with legendary former bullion banker Robert (Bob) Gottlieb again about gold, silver, central-bank demand, and the recent volatility in the metals market. Bob explains how past silver squeezes, including the Hunt Brothers era and the 2011 Reddit rally, differ from today’s more fundamentally driven moves. He also discusses why central banks continue to accumulate gold, how leasing and vaulting work, and why London remains central to the global gold market. The conversation closes with practical insights for investors, emphasizing education, transparency, and patience in a rapidly changing geopolitical and monetary landscape.Bob's new initiative Watch Gold:https://watchgold.org/Buy Bob's book here:https://www.amazon.com/Mastering-Gold-Silver-Markets-Legendary/dp/139438002XFollow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro4:28 The Hunt brothers aftermath10:58 Parallels with 2011 silver price rally13:37 2026 silver rally and margin requirements15:35 Central banks' hunger for gold19:56 Turkey's gold sales25:30 Where central banks should store their gold27:45 Logistical challenges at Bank of England30:45 Central bank leasing of gold35:05 Gold clearing worldwide needs to be improved40:45 Robert's take on the current gold and silver market47:35 Outro

Peter Schiff is back on the Reinvent Money podcast to talk about the negative sentiment around gold, the death spiral of Strategy and central bank policy. Peter is not holding back. We recorded this on the 30th of June 2026.Follow Peter here:https://x.com/PeterSchiffFollow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:48 Gold's rollercoaster ride explained5:27 Silver price forecast and (AI) inflation7:17 What's needed for the bull market in gold and silver to resume9:17 Bitcoin vs gold11:47 Gold's monetary premium16:46 Gold backed bonds17:31 Strategy's death spiral explained24:57 American political crypto climate worsening28:46 Warsh will choose inflation30:52 Yen, Iran and more33:31 Outro

Most investors overlook the real danger lurking in the oil market—and it could redefine global energy prices for years to come. Chris Martenson from Peak Prosperity drops eye-opening insights into the current oil crisis, explaining how unprecedented low strategic reserves and geopolitical tensions could push oil prices up much higher—and what that means for your investments and daily life.Discover how current inventory levels, tactical moves by nations, and the unseen hand of covert State interventions could dramatically alter the oil landscape—and why ignoring these signals risks catastrophic economic fallout. We break down the evolving role of US strategic reserves, Russia’s influence over global energy, and the surprising impact of recent geopolitical conflicts in Ukraine and the Middle East.In this episode, you'll learn:

• Why current oil inventories are at historic lows for the first time in decades
• How covert geopolitical actions and sanctions are shaping supply chains
• The real influence of strategic reserves and what their dwindling levels signal
• The connection between oil prices, global conflicts, and the fate of fiat currencies
• Why gold and other hard assets might become your best hedge amid impending chaos

Join us as Chris Martenson—an expert with decades of experience analyzing economic and geopolitical trends—uncovers the hidden forces driving the oil market’s next move. Follow Chris Martenson here:https://peakprosperity.com/Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:47 Why are oil prices not higher7:14 Chris' outlook for the Middle East and oil14:31 Ukraine's comeback24:08 The role of drones and China27:32 Bessent and dollar dominance30:12 Gold and the big trend of money printing37:58 Preparing, Peakprosperity and the risk of AI41:42 Outro

In this episode of Reinvent Money, Paul Buitink speaks with John Butler about the future of gold, central bank demand, and what a multipolar world could mean for the monetary system. They discuss whether recent corrections in gold are temporary, why inflation and liquidity risks still support higher prices, and how central banks and emerging markets may reshape demand. The conversation also explores the Fed, Kevin Warsh, Trump insider trading concerns, and the limits of AI hype versus real productivity gains. A sharp, macro-focused look at money, markets, and the shifting global order.Follow John Butler:https://theamphorareport.substack.com/Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:46 Gold price action and Trump insider trading7:50 Central bank survey on gold9:07 Federal reserve policies of Kevin Warsh13:48 Butler's gold price target of $40,00020:40 How will gold become the standard again?28:04 How would gold be used in practice between nations32:31 Discussion on safe havens: Dubai, Switzerland, Singapore, Shanghai38:12 AI, will it fulfill its promise?42:48 Outro

In this episode, former Fed advisor Danielle DiMartino Booth, who now heads Quill Intelligence, uncovers hidden forces steering the market into uncharted territory. She explains the stagnation in real job growth and why the current inflation and strong US macro narrative might be misleading. Danielle explains how gold can be a safer haven and what's going on with Bitcoin. She worries about new Fed's chair Kevin Warsh's being tested too soon, which could harm his independence. In this episode you will discover long-term trends in employment, credit, and housing. Perfect for investors seeking a clear view of the economic landscape. Follow Danielle here:https://x.com/DiMartinoBoothhttps://quillintelligence.com/Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:37 American job numbers3:37 Fed rate hikes6:29 How to trade the US economy8:47 Will Kevin Warsh be an independent central banker?12:12 Commercial real estate losses14:47 Stock market bubble, SpaceX and AI18:21 Which countries to invest in19:20 Gold's safe haven status21:03 Bitcoin's global window into risk appetite22:38 Higher rates, higher debt and (Stealth) QE25:24 Metrics Danielle follows: policy mistakes and tension within the Fed32:46 Outro

Most geopolitical crises are unpredictable — but what if you could see the patterns and signals that forewarn major upheavals? Martin Armstrong shares groundbreaking insights into how his computer models predict conflicts before they ignite, from the Middle East and Ukraine to Taiwan. Discover the counterintuitive strategies that political leaders use (and often ignore) to navigate and even manipulate global tensions. We discuss markets, conflicts, Martin's plan for peace in Ukraine, gold, bitcoin and more.Follow Martin Armstrong here:https://www.armstrongeconomics.com/Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:38 How markets can forecast war9:48 American allies' war attitude12:12 Escalation over the summer15:58 Trump the peace president19:27 Martin Armstrong's peace plan 24:33 Nuclear threats27:33 Alternatives to Putin are worse30:43 Separation trend32:30 Gold forecast, why it hasn't been performing lately35:58 Iran's plans for a banking crisis38:57 Bitcoin's decline and Michael Saylor47:51 Outro

In this episode, Francis Hunt, aka The Market Sniper, reveals the hidden strategies and macro insights that could save your portfolio. Discover why traditional safe havens could dip a bit more before continuing their bull run. Francis gives his views on Elon Musk, the SpaceX IPO and consequences for ETFs and the stock market. He expects something big to happen. He gives more actionable trading insights on oil, the South Korean stock market, Bitcoin, TRON and why you should leave the West as soon as possible.Follow Francis here:https://themarketsniper.com/Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:47 Gold and silver price analysis14:49 Is gold a risk on or risk off asset?19:39 Oil trading ideas and corruption27:11 Elon Musk, SpaceX and the old money families35:18 Trade the South Korean stock market KOSPI45:07 Actionable advice on how to deal with the decline of The West51:14 Outro

Paul Buitink talks to Alasdair McLeod again, who is a former banker and gold expert. They take you deep into the mechanics behind the positive Deutsche Bank report on gold, explaining how central banks’ gold holdings, geopolitical tensions, and macroeconomic distortions are setting the stage for a gold price explosion. We break down the risks of relying solely on traditional markets and explore how countries like Russia and Turkey are positioning their gold reserves amid global uncertainties. You’ll learn about the historical parallels from the 1970s, the impact of interest rate shifts, and why the current environment hints at something unprecedented: a potential move towards a gold-backed system or at least a significant shift away from fiat.You'll discover how central bank gold policies and geopolitical chaos influence the gold market. Why the correlation between interest rates and gold is shifting back to historical norms and the evolving role of gold in a potential future monetary system and the risks of ignoring this signalThis episode emphasizes why understanding gold’s potential is critical in today’s volatile macro landscape. Ignoring these signals could mean missing the opportunity to protect your wealth — or worse, falling victim to the collapse of fiat currencies. If you’re a forward-thinking investor, a macro enthusiast, or someone worried about the future of money, this is essential listening.Whether you’re already stacking or just curious about what future monetary systems might look like, Alasdair's insights will challenge what you think you know about gold. Prepare for a paradigm shift that could reshape your view of safe havens and financial sovereignty. Follow Alasdair here:https://www.macleodfinance.com/https://x.com/MacleodFinanceFollow Paul on X here:https://x.com/paulbuitinkDeutsche Bank Report:https://www.dbresearch.com/PROD/IE-PROD/PDFVIEWER.calias?pdfViewerPdfUrl=PROD0000000000625515&rwnode=REPORTTimestamps:0:00 Intro1:31 Deutsche Bank's $8000 gold forecast6:31 The middle road between a gold and a fiat standard9:13 European attitudes towards gold12:10 Why is gold not going up for now23:22 Central banks' fake independence, Kevin Warsh30:00 Why stock markets haven't crashed yet33:38 Great Britain's challenges and why you should migrate38:38 Outro and Alasdair's mission