Reinvent Money

Most geopolitical analyses focus on surface-level conflict, but Alex Krainer unpacks the deeper strategic shifts shaping our world—particularly China's subtle moves, the real state of Russia, and Europe's precarious position. If you're tired of mainstream narratives and crave insights that challenge the official story, this episode is your playbook for understanding the coming months.With decades of experience as a hedge fund manager and a keen geopolitical analyst, Alex dives into the unfolding global realignment. He reveals how China is quietly asserting its influence behind the scenes, how Russia’s strategic posture is evolving amidst western sanctions, and why Europe’s dependence on energy and alliances could make or break its future stability.Join us for a rare, unfiltered deep dive into the hidden forces shaping the next chapter of history. Will the world slide into chaos, or will clever diplomacy turn tension into opportunity? Hit play to find out.Follow Alex Krainer here:https://x.com/NakedHedgiehttps://alexkrainer.substack.com/https://www.youtube.com/@kraineralex/videosFollow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:46 Trump's China trip12:28 Scenarios for the Middle East20:10 Role of Israel24:21 Does Europe want peace with Russia?35:31 New political wind in the EU37:10 Sergey Karaganov and threats from Russia44:34 Realistic scenarios for Ukraine51:00 Will Ukrainians rally behind the flag?55:28 Drones and flamengos59:46 Pandemics, aliens and lockdowns1:03:15 Outro

Barry Eichengreen, Professor of Economics and Political Science, University of California, Berkeley, and renowned economic historian, unpacks the fascinating rise and fall of currencies like the Roman Aureus, Dutch Guilder, and British Pound, revealing why the US dollar became the dominant global currency after WWII—and why that dominance might not last forever.In this episode, Barry shares unexpected insights from centuries of monetary evolution, illustrating how wars, empire shifts, and political power shape currency status.You'll discover the key steps that turn a national currency into a global reserve—an evolution often rooted in military strength and political stability.But also how historic financial infrastructure laid the foundation for America's dollar hegemony post-1945 and what risks threaten its future.And why the recent moves by China, Europe, and other economies are signals of a potential currency transition, and what it means for global liquidity and stability.The intriguing possibility of a (digital gold) or a new international monetary system—could blockchain and central bank digital currencies prevent a looming crisis?For anyone curious about how history repeats itself—or how future monetary crises could reshape the world—this episode is essential listening. Barry Eichengreen’s expertise offers a rare, data-driven perspective on the next chapter of global finance—and how you can prepare for it.Get Barry's book here:https://www.amazon.com/Money-Beyond-Borders-Currencies-Croesus/dp/0691280533Follow Barry on X here:https://x.com/B_EichengreenFollow Paul on X here:https://x.com/paulbuitink

Research Deutsche Bank here:

https://www.dbresearch.com/PROD/IE-PROD/PDFVIEWER.calias?pdfViewerPdfUrl=PROD0000000000625515&rwnode=REPORT

Timestamps:0:00 Intro2:44 World reserve currencies from the past6:51 Pound sterling vs US dollar 10:43 The importance of allies and an empire13:23 War and the rise and fall of currencies15:23 Financialization19:06 The exorbitant privilege23:44 Petrodollar27:34 Main threats for the dollar30:27 Gold repatriation34:12 US debt issues and Trifin Dilemma36:39 The ideal monetary system40:54 Why the renminbi is not taking over45:40 Bifurcation of the financial system47:40 Discussion on gold, crypto, CBDC and stable coins52:05 Outro

Most central banks and investors are still blind to the seismic shifts shaping the future of money. Willem Middelkoop, founder of the Commodity Discovery Fund, author of The Big Reset and known as the Oracle of Amsterdam, exposes how the global monetary system is quietly transforming — and why ignoring these signals puts your wealth at risk.In this eye-opening episode, Willem reveals how recent geopolitical tensions, the resurgence of gold, and dissected scenarios paint a picture of an inevitable monetary bifurcation. You'll discover how the US dollar's dominant position is under threat from China and BRICS nations, and why the upcoming shifts won't occur with a bang but rather a series of gradual, strategic revaluations.We dive deep into the implications of Deutsche Bank’s recent report predicting gold’s return to the system—at significantly higher prices. Willem shares why central banks are quietly shifting away from fiat and bonds towards physical gold and silver, signaling a fundamental change in financial stability. He discusses the risks of nationalization in mining stocks, the undervaluation of commodities, and how physical gold and silver might be the safeguard in a coming financial crisis.This episode is perfect if you’re serious about protecting your wealth in turbulent times or eager to understand the big picture behind headlines. Willem Middelkoop’s insights are essential listening for anyone who wants to anticipate the next wave of financial upheaval and position themselves accordingly.Commodity Discovery Fund:https://www.cdfund.com/Free download of The Big Reset:https://www.cdfund.com/download-the-big-reset.htmlFollow Willem on X here:https://x.com/wmiddelkoopFollow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro2:53 The Big Reset for the dollar and gold - how far are we7:06 Deutsche Bank report on the return of gold8:13 Role of Saudi Arabia12:21 UAE leaving OPEC and the petrodollar17:00 Central banks and gold21:33 Commercial banks can't ignore gold anymore24:10 Commodities are highly undervalued32:31 High Net Worth Individuals buying gold and silver33:18 Willem's model portfolio - diversify36:37 Risk of confiscation with mining stocks40:48 The looming war between China and America43:00 Don't worry about a nuclear war46:03 Trump's reset explained55:05 Outro

In this episode of Reinvent Money, Paul Buitink sits down with David Marsh, co-founder and Chairman of the Official Monetary and Financial Institutions Forum (OMFIF) and author of Can Europe Survive? – The Story of a Continent in a Fractured World.They discuss the future of Europe in a rapidly changing global order, including:- Whether Europe can survive without deeper integration or by embracing “variable geometry” and pragmatic federalism- Relations with the US, China and Russia in the post-Trump era- Europe’s mounting economic challenges: debt levels, pension systems, welfare state reform, and ECB policy- The risks and realities of a transfer union, including the risk for Dutch pension holders- Political developments and the need for realism over idealismDavid Marsh brings decades of insight into monetary affairs and European politics, offering a sober, experienced perspective on whether the continent can adapt to a more fragmented and competitive world.Find more info about OMFIF here:https://www.omfif.org/Get David's book here:https://www.omfif.org/2025/09/can-europe-survive-lessons-from-a-fractured-continent/Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro2:22 Definition of Europe5:40 Variable geometry, finding the right alliances9:35 Europe as a playball between the US, Russia and China17:06 Economic and monetary challenges of Europe27:44 How to deal with the high debt load in the eurozone37:41 Democratic deficit and the resulting rise of populism41:14 The prospects of Great Britain43:50 Can Europe unite and reverse previous bad policies?48:51 Outro

Paul Buitink talks to economist and founder of Monetary Metals, Keith Weiner.Keith explains the recent gold price movements and the why and how of Turkey's gold sales. He also talks about his extensive research about gold correlation to things like interest rates and war. The repatriation of France's gold is mentioned too and how the relationship between Europe and the US reached a low point.Keith lays out how a new gold standard could work, how the demise of the dollar is unavoidable due to the debt build up and that there are no paper alternatives. He doesn't believe the yuan or whichever currency can replace the dollar. Gold will though he believes.Follow Keith Weiner here:https://www.monetary-metals.com/Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro2:26 Why Turkey sold gold and the flight to dollar liquidity12:17 Explanation of recent gold price movements23:36 Gulf States selling gold?27:03 France repatriation gold32:54 How would a new gold standard work37:17 Where are the neutral havens: Dubai vs Switzerland vs Singapore42:50 Petroyuan, BRICS and the future of the dollar52:08 Prospects for a multi-currency world56:03 Outro

Paul Buitink talks to Colonel Douglas Macgregor about the ceasefire in the Middle East, how the war likely will continue and how to achieve peace.Macgregor believes Trump is trapped and bought for by his donors. They discuss the role of Israel and its quest for a Greater Israel. The role of the Gulf states and the dire prospects for the peninsula are also analysed.Is this a holy war? Will all adversaries of the US now even more passionately acquire nuclear arms? Is this the end of the petrodollar? Should all Great Powers be included to come to a grand deal solving all major conflicts, including the one between Russia and Ukraine?Make sure not to miss this thought-provoking deep-dive with Macgregor.Follow Douglas on X here:https://x.com/DougAMacgregorFollow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro4:10 Seize fire and peace negotiations in the Middle East8:18 Trump needs deescalation but is trapped16:46 The role of the Gulf States20:24 Bad war strategies and parallels with WW225:35 Regime change and rallying behind the flag28:00 Nuclear arms and weaponizing the Strait of Hormuz28:58 Holy war34:07 Is BRICS united?38:48 NATO's future and the military industrial complex40:17 World War III and the need for a grand global deal47:20 Prospects for impeachment and a message of hope

Paul Buitink talks to forecaster Gerald Celente of the Trends Research Institute and publisher of Trends Journal, who believes we live in the most dangerous time of our lifetimes.Gerald gives his unfiltered view on the war between US/Israel and Iran. He's afraid they will go nuclear. He also criticizes Trump, who abandoned all his campaign promises. He expects market to crash with inflation to rise a lot. He calls it dragflation and the Greatest Depression. About gold he's positive. And he advises to stay fit and take care of your loved ones.Find more about Gerald Celente and the Trends Journal here:https://trendsjournal.com/Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro2:11 Gerald's view on the Middle-East war6:09 Can Trump be stopped?8:32 Corruption in the US administration and the role of the media11:04 The chances for an invasion14:37 Pentagon, false flags and the risk of nuclear22:06 The role of the Gulf States26:34 Tulsi Gabbard28:41 Epstein31:04 Gerald's market forecast - The Greatest Depression34:19 Effects for ordinary Americans37:50 Gold price and outro

Paul Buitink talks to Mario Innecco aka Maneco64 about the rise and fall of the gold and silver price. What were the main causes of the recent correction? Is the bull market to continue?Mario believes it will and he explains why, zooming in on the Middle East, the diminishing demand for US treasuries, private credit troubles and more.He also advises on how to prepare yourself for what's coming.Follow Mario here:https://x.com/maneco1964https://www.youtube.com/@UCAvSnci_3qHF_7c2LQnP_wg Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro and bio Mario Innecco5:14 What happened to the gold price in March8:42 Liquidity stress, paper selling and Central Bank of Turkey13:10 Gold ownership and pension funds19:25 US Treasuries losing in relevance21:36 Countries repatriating gold24:13 NATO's future28:04 Middle East War and energy lockdowns31:27 Stagflation, oil and gold33:26 The US dollar vs the yuan36:38 Mario's advice on investment portfolios38:36 Private credit; subprime all over again?41:02 Outro

Francis Hunt aka  @TheMarketSniper1  returns to the Reinvent Money podcast to talk about the crash in gold and silver prices. He explains why in these credit crunch periods weak holders get hurt because they sell liquid, good assets like gold and silver to cover bad trades.He dives into what happens in the private credit markets and give actionable trading advice, for example about the South Korean Won.Francis also gives his opinion about the War in the Middle East, how it will lead to higher inflation and rates and further centralization of power. He believes our assets will be flushed, we should be wary of Bitcoin and get cash and gold. He advises to enjoy life, be a rich slave and leave the West.Follow Francis here:https://themarketsniper.com/https://x.com/themarketsniperFollow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:27 Why gold and silver are going down14:07 New Great Financial Crisis coming?20:47 Prospects of new Quantitative Easing (QE)22:51 Francis outlook on the Middle East war and South Korea as a trading opportunity35:50 Centralisation of power 37:25 Petroyuan41:30 Is Trump playing 5d chess with China?47:12 Is there 1 global agenda or friction? 53:10 Outro and more info on The Market Sniper

Paul Buitink talks to former government official and founder of Solari Report Catherine Austin Fitts.

They discuss her recent interview with Tucker Carlson, whether she still can enter the US easily and how she's been obstructed by the US over the years.

They discuss the Middle East war and why this in tune with the control grid that is being rolled out. Trump is corrupt and expendable Catherine says.

She also explains how families like the Rothschilds, whom Epstein worked for, and the Rockefellers form a syndicate controlling people like Trump.

She stresses the role of having a plan B and why cash and gold are important. Digital currency can also be a force of good but only when used the right way.

More info about Solari Report here:https://home.solari.com/

Follow Paul on X here:https://x.com/paulbuitink

Timestamps:

0:00 Intro

2:30 Tucker Carlson and Catherine's US trip

7:28 Catherine's views on the Middle East

15:33 How will global elites benefit from the war

24:53 Trump, Epstein and the Control Grid

30:22 US corruption

37:59 Role of Rothschilds and Rockefellers

43:15 The role of digital and programmable money like Bitcoin

53:25 Why we need to preserver cash and the role of gold

54:49 Outro and the Young Builders