US strategic defeat as bearish for the dollar
The guest relayed a view that a perceived US strategic defeat by Iran would be a moment to sell the US dollar, bullish for gold.
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The story so far
CONTESTED · 356 MENTIONS · 224 EPISODES · 39 SHOWS
9 JUL 2025 — 20 AUG 2026 · YESTERDAY
245 SUPPORT · 51 CHALLENGE · 1 REPEAT · 59 MENTIONED
- GRANT'S CURRENT YIELD PODCAST · 2 MENTIONS
53 EPISODES BETWEEN · 101 MENTIONS · 164 NOT KEPT
- 164 EPISODES NOT SHOWN
- 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
- FORWARD GUIDANCE
- COMMODITY CULTURE · 2 MENTIONS
- THOUGHTFUL MONEY
- WHAT BITCOIN DID
- REAL VISION DAILY BRIEFING
- WEALTHION - BE FINANCIALLY RESILIENT
- COMMODITY CULTURE · 2 MENTIONS
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- PALISADES GOLD RADIO · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY
- MACROVOICES · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- COMMODITY CULTURE · 4 MENTIONS
- WHAT BITCOIN DID
- BARRON'S STREETWISE
- AFFORD ANYTHING
- EXCESS RETURNS
- THE POMP PODCAST
- THE JULIA LA ROCHE SHOW · 3 MENTIONS
- THOUGHTFUL MONEY · 2 MENTIONS
- PALISADES GOLD RADIO · 4 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- COMMODITY CULTURE · 7 MENTIONS
- Gold as the primary portfolio alternative
- Bond market panic and Fed printing · CHALLENGES
- Silver poised for explosive catch-up rally
- Government debt crisis is the nuclear catalyst
- Broad commodities poised for multi-year gains
- Miners set to massively outperform gold
- Gold's bull market has room to $8,000-$9,000
- THE JULIA LA ROCHE SHOW · 4 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- TOP TRADERS UNPLUGGED
- REAL VISION DAILY BRIEFING
- COMMODITY CULTURE · 2 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- THE OPTIONS INSIDER RADIO NETWORK
- THE ALPHA EXCHANGE
- COMMODITY CULTURE · 7 MENTIONS
- Post-2020 bond market turn is irrevocable · CHALLENGES
- Gold as the ultimate capital protection
- Gold price outlook: range-bound with tail risks
- Gold call buying as a margin management tool
- Gold's war-driven pattern: falling wedge breakout
- Physical metal over miners on counterparty risk
- Miners mirror metals with bullish patterns
- THE JULIA LA ROCHE SHOW · 5 MENTIONS
- BANKLESS
- MACROVOICES · 3 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- THE MEB FABER SHOW
- THE JULIA LA ROCHE SHOW
- SMARTERMARKETS · 5 MENTIONS
- CNBC FAST MONEY
- THE OPTIONS INSIDER RADIO NETWORK · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- PALISADES GOLD RADIO · 5 MENTIONS
- COMMODITY CULTURE
- THOUGHTFUL MONEY · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- US strategic defeat as bearish for the dollar · THIS IDEA
- REAL VISION DAILY BRIEFING
- MARKETPLACE
- THE OPTIONS INSIDER RADIO NETWORK · 3 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD