Gold revaluation as US fiscal escape hatch
The guest argued the US will inevitably revalue its official gold holdings to a market price to generate fiscal capacity for reshoring and debt service, as tariffs and stablecoins are insufficient.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.