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SECTOR ETFDBCGLDBULLISHCore thesis · 5/5

Zortix matched this thesis to Commodities & hard assets ETFs as one way for retail investors to get exposure. Not a recommendation.

Money supply growth as key commodity and inflation driver

The guest argued that expansion of the money supply, not fiscal deficits alone, is the primary driver of inflation and a major augmenter of commodity demand.

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The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

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
  1. 9 JUL 2025 · FIRST HEARD
    GRANT'S CURRENT YIELD PODCAST · 2 MENTIONS
  2. 15 EPISODES BETWEEN · 19 MENTIONS · 142 NOT KEPT
    1. 142 EPISODES NOT SHOWN
    2. 7 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT
    3. 9 APR 2026
      MACROVOICES
    4. 9 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
    5. 15 APR 2026
      COMMODITY CULTURE
    6. 15 APR 2026
      PALISADES GOLD RADIO · 2 MENTIONS
    7. 16 APR 2026
      COMMODITY CULTURE
    8. 16 APR 2026
      MACROVOICES
    9. 16 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT
    10. 17 APR 2026
      EXCESS RETURNS
    11. 20 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT
    12. 21 APR 2026 · CHALLENGES
      BANKLESS
    13. 21 APR 2026
      THE JULIA LA ROCHE SHOW · 3 MENTIONS
    14. 21 APR 2026
      THOUGHTFUL MONEY
    15. 21 APR 2026 · CHALLENGES
      THE LONG VIEW
    16. 21 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT
  3. 23 APR 2026
    PALISADES GOLD RADIO
    • Money supply growth as key commodity and inflation driver · THIS IDEA
  4. 37 EPISODES BETWEEN · 52 MENTIONS
    1. 21 JUL 2026
      COMMODITY CULTURE
    2. 22 JUL 2026 · 4W AGO
      PALISADES GOLD RADIO
    3. 23 JUL 2026 · 4W AGO
      THOUGHTFUL MONEY
    4. 23 JUL 2026 · 4W AGO · CHALLENGES
      THE POMP PODCAST
    5. 25 JUL 2026 · 3W AGO
      THE JULIA LA ROCHE SHOW
    6. 28 JUL 2026 · 3W AGO
      MONETARY MATTERS WITH JACK FARLEY
    7. 30 JUL 2026 · 3W AGO
      COMMODITY CULTURE
    8. 30 JUL 2026 · 3W AGO
      PALISADES GOLD RADIO · 2 MENTIONS
    9. 30 JUL 2026 · 3W AGO
      MACROVOICES
    10. 1 AUG 2026 · 2W AGO
      THE JULIA LA ROCHE SHOW
    11. 4 AUG 2026 · 2W AGO
      THE JULIA LA ROCHE SHOW
    12. 4 AUG 2026 · 2W AGO
      PALISADES GOLD RADIO · 2 MENTIONS
    13. 4 AUG 2026 · 2W AGO
      WEALTHION - BE FINANCIALLY RESILIENT
    14. 5 AUG 2026 · 2W AGO
      COMMODITY CULTURE · 2 MENTIONS
    15. 5 AUG 2026 · 2W AGO
      THOUGHTFUL MONEY
    16. 5 AUG 2026 · 2W AGO
      WEALTHION - BE FINANCIALLY RESILIENT
    17. 6 AUG 2026 · 2W AGO
      THE JULIA LA ROCHE SHOW · 2 MENTIONS
    18. 6 AUG 2026 · 2W AGO
      BLOOMBERG SURVEILLANCE
    19. 6 AUG 2026 · 2W AGO · CHALLENGES
      WEALTHION - BE FINANCIALLY RESILIENT
    20. 7 AUG 2026 · 2W AGO
      COMMODITY CULTURE · 3 MENTIONS
    21. 7 AUG 2026 · 2W AGO
      WHAT BITCOIN DID
    22. 7 AUG 2026 · 2W AGO · CHALLENGES
      BARRON'S STREETWISE
    23. 7 AUG 2026 · 2W AGO
      AFFORD ANYTHING
    24. 8 AUG 2026 · 1W AGO
      EXCESS RETURNS
    25. 8 AUG 2026 · 1W AGO
      THOUGHTFUL MONEY · 2 MENTIONS
    26. 10 AUG 2026 · 1W AGO
      PALISADES GOLD RADIO · 3 MENTIONS
    27. 10 AUG 2026 · 1W AGO
      WEALTHION - BE FINANCIALLY RESILIENT
    28. 11 AUG 2026 · 1W AGO
      COMMODITY CULTURE · 4 MENTIONS
    29. 11 AUG 2026 · 1W AGO
      THE JULIA LA ROCHE SHOW · 3 MENTIONS
    30. 11 AUG 2026 · 1W AGO · CHALLENGES
      WEALTHION - BE FINANCIALLY RESILIENT
    31. 12 AUG 2026 · 6D AGO
      TOP TRADERS UNPLUGGED
    32. 12 AUG 2026 · 6D AGO
      COMMODITY CULTURE
    33. 12 AUG 2026 · 6D AGO · CHALLENGES
      MONETARY MATTERS WITH JACK FARLEY
    34. 12 AUG 2026 · 6D AGO
      CNBC FAST MONEY
    35. 13 AUG 2026 · 5D AGO · CHALLENGES
      THE OPTIONS INSIDER RADIO NETWORK
    36. 13 AUG 2026 · 5D AGO · CHALLENGES
      THE ALPHA EXCHANGE
    37. 13 AUG 2026 · 5D AGO
      COMMODITY CULTURE · 2 MENTIONS
  5. 13 AUG 2026 · 5D AGO
    THE JULIA LA ROCHE SHOW · 2 MENTIONS
  6. 13 AUG 2026 · 5D AGO
    BANKLESS
  7. 13 AUG 2026 · 5D AGO
    MACROVOICES
  8. 14 AUG 2026 · 4D AGO
    THE MEB FABER SHOW
  9. 15 AUG 2026 · 3D AGO
    THE JULIA LA ROCHE SHOW
  10. 15 AUG 2026 · 3D AGO
    SMARTERMARKETS · 5 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE