Zortix matched this thesis to Gold & precious metals ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Dollar reserve status erosion is a key risk
The case was made that the US dollar's artificial demand from reserve currency status could evaporate, creating a significant currency and balance-of-payments risk.
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The story so far
CONTESTED · 302 MENTIONS · 202 EPISODES · 37 SHOWS
9 JUL 2025 — 15 AUG 2026 · 3D AGO
204 SUPPORT · 45 CHALLENGE · 1 REPEAT · 52 MENTIONED
- GRANT'S CURRENT YIELD PODCAST · 2 MENTIONS
- 22 EPISODES NOT SHOWN
- MACROVOICES · 3 MENTIONS
- Gold needs a hedged, asymmetric position
- Dollar reserve status erosion is a key risk · THIS IDEA · CHALLENGES
- Defense: own non-system assets like gold, Bitcoin
52 EPISODES BETWEEN · 71 MENTIONS · 120 NOT KEPT
- 120 EPISODES NOT SHOWN
- MACROVOICES
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- COMMODITY CULTURE
- PALISADES GOLD RADIO · 2 MENTIONS
- COMMODITY CULTURE
- MACROVOICES
- WEALTHION - BE FINANCIALLY RESILIENT
- EXCESS RETURNS
- WEALTHION - BE FINANCIALLY RESILIENT
- BANKLESS
- THE JULIA LA ROCHE SHOW · 3 MENTIONS
- THOUGHTFUL MONEY
- THE LONG VIEW
- WEALTHION - BE FINANCIALLY RESILIENT
- PALISADES GOLD RADIO
- COMMODITY CULTURE
- PALISADES GOLD RADIO
- THOUGHTFUL MONEY
- THE POMP PODCAST
- THE JULIA LA ROCHE SHOW
- MONETARY MATTERS WITH JACK FARLEY
- COMMODITY CULTURE
- PALISADES GOLD RADIO · 2 MENTIONS
- MACROVOICES
- THE JULIA LA ROCHE SHOW
- THE JULIA LA ROCHE SHOW
- PALISADES GOLD RADIO · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- COMMODITY CULTURE · 2 MENTIONS
- THOUGHTFUL MONEY
- WEALTHION - BE FINANCIALLY RESILIENT
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- WEALTHION - BE FINANCIALLY RESILIENT
- COMMODITY CULTURE · 3 MENTIONS
- WHAT BITCOIN DID
- BARRON'S STREETWISE
- AFFORD ANYTHING
- EXCESS RETURNS
- THOUGHTFUL MONEY · 2 MENTIONS
- PALISADES GOLD RADIO · 3 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- COMMODITY CULTURE · 4 MENTIONS
- THE JULIA LA ROCHE SHOW · 3 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- TOP TRADERS UNPLUGGED
- COMMODITY CULTURE
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- THE OPTIONS INSIDER RADIO NETWORK
- THE ALPHA EXCHANGE
- COMMODITY CULTURE · 2 MENTIONS
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- BANKLESS
- MACROVOICES
- THE MEB FABER SHOW
- THE JULIA LA ROCHE SHOW
- SMARTERMARKETS · 5 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD