About this episode
Gold and silver are sending a signal that few are prepared to hear, while bitcoin quietly trades far below its long-term implications. In this conversation, Joe Consorti breaks down sovereign flows, monetary metals, yen carry dynamics, and why bitcoin’s underperformance may be the setup, not the conclusion. If hard money is being repriced globally, the ceiling for bitcoin just moved much higher.Timestamps:00:00 The Surge of Gold and Silver Prices05:30 Understanding the Shift in Global Monetary Dynamics10:14 Bitcoin's Performance in a Changing Market17:40 The Future of Bitcoin and Its Market Potential27:58 Bitcoin and Gold Parity: A New Era31:51 The Yen Carry Trade: Implications for Global Markets36:51 The Future of the Federal Reserve: Rate Cuts and Inflation44:56 AI and Its Impact on Productivity and Asset Valuation
