Host Dennis Tubbergen and returning guest Simon Popple dive deep into the unprecedented precious metals rally, with gold surpassing $4,200 and silver breaking $53 per ounce to reach all-time highs. Tubbergen makes a compelling case that these gains aren't about metals becoming more valuable—they're about the dollar losing purchasing power as the U.S. faces an unpayable $38 trillion national debt and over $200 trillion in total fiscal obligations. The discussion explores historical currency debasement from the Roman Empire to modern examples, examines the overvalued AI stock bubble drawing parallels to the dot-com crash, and provides practical advice on incorporating physical metals, mining stocks, and commodities into retirement portfolios. Popple introduces his "MIDI" framework (Market uncertainty, Interest rates, Debt, Inflation) for understanding gold price drivers and explains why central banks now hold more reserves in gold than U.S. dollars—a telling sign for everyday investors navigating an economy showing warning signals through rising bankruptcies, auto loan defaults, and foreclosures.
Mr. Simon Popple is the author of the Brookville Capital Intelligence Report. Mr. Popple started a newsletter with MoneyWeek called Metals & Miners, and when they were acquired, he set up Gold Speculator with Jim Rickards. During this time, he was a featured speaker at MoneyWeek and Mines & Money conferences. Mr. Popple has also done numerous interviews with IGTV on the gold market.
To learn more about this week’s guest, Simon Popple, please visit https://goldprogram.co.uk.