Episode notes
What if inflation is actually closer to 6–7% than the official numbers suggest?
In this discussion, we look at rising prices, hidden leverage across private equity, banks, insurance and commercial real estate, and why some investors are already being restricted from accessing their capital.
The deeper concern is what happens when the credit cycle finally turns.
If losses begin surfacing and liquidity disappears, policymakers may once again face the same choice: allow the system to reset — or print more money to keep it going.
We also explore why gold continues to attract central banks, why sound money is becoming increasingly important, and why the next major shift in the financial system may already be underway.
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