John Rubino – Volatile Markets, Fed Policy, Inflation Hedges, And Safe Haven Assets

John Rubino, Founder of the Dollar Collapse website, joins us to comment on the recent volatility in the markets, and how things are setting up within the context of a Fed that is getting more hawkish, and with higher inflation for much of this year. We discuss the strange environment of the rising US dollar as a form of safe haven in the midst of high inflation readings; and whether or not gold, oil and energy stocks, and bitcoin and the crypto currencies should be viewed as inflation hedges.  John points out that gold has done it’s job in terms of retaining it’s purchasing power over longer periods of time.


We wrap up with getting John’s medium to longer term outlook on the precious metals sector, the leverage that mining stocks offer, along with the options strategy he has been using with larger PM producers with dividends to generate income in an overall choppy mining sector.

Click here to visit John’s site.

    Dec 06, 2021 06:14 PM

    How Long Until Inflation Breaks Germany?

    John Rubino – November 30, 2021
    “Translated from bureaucrat-speak, they’re willing to accept the pandemic as an excuse for avoiding extreme action on inflation for a while, but not forever.”

    “Which raises a second, tougher question: Is controlling inflation even possible without blowing up all the over-leveraged countries, companies and individuals that now depend on an implied German backstop for their own financial survival? Specifically, will anyone in their right mind lend money to Italy if Germany is demanding that EU members balance their budgets while the ECB raises interest rates?”

    “The answer is a hard no, which would lead Italy et al to either leave the eurozone and go back to their old currencies or simply default on their euro debt.”

    “From a German perspective, would a disolution of the euro common currency be worse than a return to double-digit inflation? They’ll have to decide pretty soon.”

    Dec 06, 2021 06:02 PM

    Gold is the Ultimate Inflation Hedge, Says Ted Oakley
    Stansberry Research – Dec 3, 2021
    “Gold is the ultimate inflation hedge for the long-run, especially when currencies are under pressure,” says Ted Oakley, founder and Managing Partner of Oxbow Advisors. “Investors are naive not to think there’s some sort of regulation coming for [cryptocurrencies]”, he tells our Daniela Cambone, based on the proliferation within the asset class.

    “You have to be balanced within your investment portfolio, and assure there is a safety valve that can help you sleep at night,” Oakley explains. “Our biggest hedge is our liquidity, because when markets turn bear there is a massive investment opportunity, which investors need to realize,” he concludes.

    Dec 06, 2021 06:05 PM

    Why the US May Never Recover from the Supply Chain Crisis

    Real Vision Finance – Dec 5, 2021
    “The crisis is happening”—in this eye-opening and sometimes shocking discussion over supply chain issues, The Bullion Reserve co-manager Simon Mikhailovich hosts Fortis Analysis LLC founder and logistics expert Ross Kennedy to discuss why we may never recover from our current disruption. The two discuss how we got here, why the U.S. economy may never look the same, and the painful measures it will take to re-invent it. Kennedy and Mikhailovich point to long-term market incentives that have weakened supply chain infrastructure and suggest that a “kinetic decoupling” with China will force us to re-evaluate our trade relationship and our entire economy. Kennedy also offers ideas about how the U.S. can economically reinvent itself, citing the potential of next-generation industries to revitalize the American working class. ”

    Dec 06, 2021 06:21 PM

    From listening to everything out there, I am not sure how much longer the Banks can hold it together. The game goes on but how long…

      Dec 06, 2021 06:45 PM

      Appears price suppression on the metals continues. Red flag that the transfer of wealth maybe has peaked and they can’t cover their bets. Time to print tax payer money at increased levels to cover private corporate debt… again.

      Dec 07, 2021 07:35 AM

      AS LONG AS THEY HAVE A MACHINE TO PRINT…and everyone accepts their madness…… this is getting old….
      because the usofa.. corporation has been taken over…
      The Fake central bank, is buying everything….
      How long will the duo of Yellen/Yellow stainPowell be together …
      There is no accounting process. for the usofa , there is no govt…… Fasbe 56 … no accounting process
      Pentagon has over $90 TRILLION missing…. military hardware no problem… … this is getting to funny..

    Dec 06, 2021 06:33 PM

    According to Mark Levin, depending on how goes glass-jaw O’Biden’s conference call tomorrow, petting The Bear ain’t going to cut it. He has determined that the USA is headed for war, possibly on multiple fronts. Thus, Doc’s 70 % cash position.

    Dec 06, 2021 06:50 PM

    New movie. Streaming and theaters. Check it out or rent at:

    Appears there a bunch of people in it we know. I just picked up on it at

    If you go to there is another video on the movie. I have not seen the movie. I think the movie is about not that Wall Street are criminals but how bad of criminals they are. Another day at the office.

      Dec 07, 2021 07:12 AM

      Thank you for the gata link. Have you been a long time subscriber of the organization?
      Years ago,possibly,20 plus, I would periodically cross paths with a gentleman,Jeff/Geoff who ran an exploration company, copper in SA I believe . Apparently he may have been one of founders of the organization or a major supporter back in the day.
      Very knowledgeable and super nice guy.And then he disappeared?Mever saw him again.Just a shot in the dark.Thought I ask.Thought possibly “ one of the names” you referred to in the video.

        Dec 07, 2021 07:49 AM

        I can’t remember how long I have followed Gata. I think I picked up on it onJim Sinclair’s site about 15 or so years ago and he referenced Gata as well as others. Those were the days when claims the Bullion Banks were corrupt were treated as tin foil hat claims. Tin foil went by the way side with JP Morgan’s 5 felonies, Goldman cited for dealing against their clients, and a myriad of other crimes surfacing against Wall Street or their “corporate persons”.

        I can’t remember all those mentioned that are in the film, but I do recall Daniell Dimartino Booth, Jim Rickards, Nomi Prins, Grant Williams ….all familiar names.

        Gata over time got the full bad treatment from Wall Street and other corrupt entities that did everything they could to discredit the proof of corruption that Wall Street firms were involved in. They also pointed out the difficulty they had in breaking the protective veil of Congress. Monetary support was always a problem but they have survived.

        I now follow Wall Street on Parade that has picked up the investigating reporting and coupled with their ties to and credibility with the media have been able to expand coverage of government and corporate corruption. The problem remains, that when the system of Regulation at the Federal Level is corrupted by the criminals, it is hard to correct the problem. The bad guys know they have to undermine the Constitution and legal system to survive and they have done both.

        Dec 07, 2021 07:34 AM

        Had written and edited an answer about Gata. Maybe it will come back as was already up.
        Some names from movie I recall: Ron Paul, Andrew Maguire, John Embrey, Daniell Dimartino Booth, Jim Rickards, Grant Williams, Nomi Prins, Chris Powell, Bill Murphy….

          Dec 07, 2021 07:52 PM

          Thanks for getting back.

    Dec 06, 2021 06:16 PM

    Ho- Ho- Ho—
    Isreal may have to school the USA on which way is UP

      Dec 07, 2021 07:38 AM

      that be…… the usofa…….. been taken over a long time ago…..
      there is no USA…. figment of most people’s imagination….

    Dec 07, 2021 07:50 AM

    Large pre-open dump on paper gold as if it was planned…I think it would be appropriate to respond with a large dump of paper indictments…

    Dec 07, 2021 07:55 AM

    Oil bottom likely. Uranium possible.
    NG too. Bought some BOIL.

      Dec 07, 2021 07:21 AM

      NG hit MaxSat(7) yesterday.

        Dec 07, 2021 07:51 AM

        Added BOIL.

        Dec 07, 2021 07:45 PM

        s/b UNG (Natural Gas).
        Both UNG and BOIL hit MaxSat(7).

          Dec 08, 2021 08:57 AM

          Sold BOIL and STTDF. Flat.

            Dec 09, 2021 09:20 AM

            SPQ(Others) : Dumped Copper & Lithium : Energy Only

    Dec 07, 2021 07:12 PM

    How about that General Market hanging around all time highs. I haven’t heard but did Bezos get together with Dimon and pay off the debt. That is really a swell thing to do if they did.

    Dec 08, 2021 08:09 AM

    Fed meeting Dec 14-15… another chance to spread misinformation about what they “may” do…
    Are they allowed to print xmas bonuses?