#10374
Mentioned in 5 episodes

The Debasement Trade

The cracks in the foundations of money are becoming harder to ignore. Persistent deficits, rising debt, and central bank behavior are quietly reshaping how investors think about preservation and risk.
Book • 2026
James Lavish's 'The Debasement Trade' explores the ongoing debasement of fiat currencies since the US abandoned the gold standard in 1971, driven by exploding money supply, persistent deficits, and structural inflation.

The report highlights how central banks are accumulating gold amid declining confidence in fiat, positioning scarce assets like Bitcoin and gold as key hedges in this new monetary regime.

Lavish warns of financial repression and policy incentives that make debasement permanent, urging investors to own hard assets to avoid falling behind.

Mentioned by

Mentioned in 5 episodes

Mentioned by
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Nik Bhatia
when introducing James Lavish's new report on portfolio reactions to currency debasement.
27 snips
Global Macro Update: Inflation Cools, Bond Yields Drop, & Bitcoin Reacts
Mentioned by Nick Bhatia in his new report, going through the dynamic of governments debasing their currencies.
27 snips
Japan’s Historic Election, Yen Defense, & Why Bitcoin Is Still a Liquidity Trade
Mentioned by
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Nik Bhatia
as a new report/book explaining currency debasement and why portfolios must react to it.
25 snips
The Liquidity Signal That Called Bitcoin's Drop Is Still Red
Mentioned by
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Marty Bent
as a report explaining why the shift is reshaping portfolios.
21 snips
#706: Fix the Money or Face Civil War with DarkSide2030
Mentioned by
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Nik Bhatia
as a report that goes through the dynamic of governments debasing their currencies.
18 snips
JAPAN RATE CHECK Triggers a DOLLAR INDEX COLLAPSE

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