PBD Podcast Epstein's Co-Conspirators Named + Trump's $100K Dow Prediction | PBD #736
22 snips
Feb 11, 2026 
Luke Groman, founder of a data-driven macro research firm, and Peter Schiff, economist and gold advocate, join the conversation. They tackle the January jobs print, AI-driven structural job risks, Trump’s $100K Dow claim and what dollar debasement could mean, leaked Epstein files and related political fallout, and market moves in gold, Bitcoin, nuclear IPOs, and liquidity signals.
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AI Could Mirror The China Shock
- AI and robotics may create structural job losses similar to the China productivity shock.
- Luke Groman warns these secular shifts could require aggressive policy responses to avoid long-term unemployment.
Gold Signals Dollar's Weakness
- Rising gold prices and FX moves signal eroding confidence in the U.S. dollar and debt management.
- Schiff sees this as a precursor to a sovereign debt and dollar crisis, not just a typical financial crash.
Watch For Inflation As Debt Strategy
- If policymakers need to reduce real debt burdens, expect deliberate inflation and yield-curve control as tools.
- Luke Groman recommends watching for monetary actions that mirror WWII-style debt dilution.