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  All the gold's been reshored. You now have a vehicle to create synthetic demand for the treasury instead of organic demand up to 90 days keeps the front end of the curve low to stimulate borrowing and all sorts of other nonsense. And the interest behind those treasuries anytime money moves, whether you buy a pack of cigarettes or a new villa, it's tied to it to short-term treasuries. That interest rate stays with the issuer. What is the issuer doing? Buying gold. Gold goes up, dollar goes down. You can sell your

manufacturing, but how do you get how do you get manufacturing back to the United States? Ah, that's plan B. How do you get it back? All right, Judy Shelton. Anyone know who Judy Shelton is? Great. Judy came on to my show twice. Once with me and once with my co-host, Michelle McCrory, who's not here, and we're very happy to have Michelle. And she was Trump's nominee to run the Fed in 2016. One of, if not the most brilliant human beings I've ever had the pleasure of talking to. She said to me, Andy, in no

one, and by the way, she said this in her best-selling book, Good as Gold. She says it all over her Twitter, her ex page. Andy, in no uncertain terms, President Trump told me when I was part of the transition team, that on July 4th, 2026, [music] this coming July 4th, it is the biggest day of his presidency. It is the 250th anniversary of the United States. He is going to peg the back end of the gold market to gold. Huh. Think about that for a minute. The front end of the curve is driven lower through synthetic demand

where the interest is kept and put into gold which goes higher. Bo Hines is the CEO of USA Tether, the primary benefactor of this. But JP Morgan and all these other banks and Visa and Mastercard, they will all do what they are requested to do because they will all benefit massively from this deal. The gold then gets sold to the Treasury. Now, if Judy is right and she says, "Look, they're going to issue even a 50-year Treasury with maybe 1% interest, but a 5, 10, 20, and 30% or 30-year bond, 5, 10, 20, and 30, zero interest,

zero coupon, which means it's redeemable in gold at the end." So, the more stupid you are with fiscal policy and irresponsible you are with monetary policy, guess what gold does? It goes higher and higher and higher. And the Genius Act says gold's going to go higher and higher and higher. So you sell a bond for 20 years out for $20 million worth of gold. Today at $5,000, that's $4,000. What is it at 180,000 like Van X says in a few years when it's become obvious that we are no longer

What are all these countries doing in the bricks that I've been talking about for six years? are trading their own currencies over Embridge or SIPs the cross interbank payment system and they're settling imbalances in gold. Now I don't have enough time. I have one and a half minutes left here or I'll go deep into that to support this. But here's the bottom line. If you sell a bond that is redeemable for 30 million or 40 million or 50 million in gold, redeemable in gold, zero interest rates.

Zero. That means you bring back your manufacturing at zero interest rates. No upfront borrowing costs. You build it out. And if the Genius Act keeps pushing gold higher and higher and higher and devaluing the dollar lower and lower and lower, guess what? You now have manufacturing here and you can sell it at a wickedly low price because the dollar just collapsed. That's what they've all been doing to us. And you give your children a future because our children and our grandchildren are flat

out screwed if we don't. Flat out. How do you bring back manufacturing? How do you sell it to the world in a devalued dollar with no upfront borrowing costs and you pay back that bond in a fraction of the gold? 130th if if um if Van funds is right 130th of the cost today in 20 years or 30 years or whatever the duration of the bond is. What I am saying to you is that we we literally have no choice but to do this. And I don't have more time or I would sit and go deep into this, but I just want you

to think of this flat out. 30 more seconds. And I'm sorry for whoever is next. 30 seconds. If we don't do this, it's game over. This gives us the ability to bring back manufacturing, sell our products at a wickedly devalued dollar, and use gold as the key to all of this. The higher the price of gold goes, the lower the value of the dollar goes. And that is why bigger picture for you all. If you save in dollars, you're going to go broke. So help me God. And if you are not a contrarian, you're

going to be a victim. >> Welcome to Gold Silver News, your go to destination for all things economics and finance. Whether you're an experienced investor, an inquisitive student, or just someone who wants to stay ahead in today's everchanging economic landscape, you've come to the right place. I've been working on a private road map for viewers who are more focused on protecting their wealth than speculating in uncertain markets. I'll share it at the end for those interested. Now, we'll

show you the best clips of the latest interview. But first, smash the subscribe button, hit the like button, and send us super thanks if you find our daily recaps valuable. Enjoy the episode. We're 200 trillion in debt, you guys. is a trillion seconds ago was 31,688 years ago and we're 200 trillion in debt. Everyone says 38 trillion, but what about Medicare and Medicaid and Social Security and government military pensions. And how the hell do you pay off 200 trillion in debt when you don't

make anything anymore? We've offshored our manufacturing for years. It's something called Kriffin's dilemma. And talk about that in a second. I said we're uneducated. We're basically stupid. All right. It is 6% of the United States has a literacy rate below that of the sixth grade. Now, you tell me, is that an educated nation? Don't think so. And guess what? So, we're broke. We're insolvent. We don't make anything anymore. Uneducated. And Cristina Georgiva, the head of the IMF,

says, "Guess what's here? Just in time to kneecap everything else." That's called AI. It's going to take out 50 60% of the incoming jobs. My son, who works for me now, was getting paid 80 grand a year to work at Price Waterhouse to analyze a real estate investment trust balance sheet. What the hell does Price Waterhouse need to pay a kid 80 grand for when AI says, "I'll do it for free." Boom. Done. Think about that for a minute. Where are the jobs going to go?

It's called a K-shaped economy where the rich get richer and the poor get poorer because the the efficiency that comes at the highest level, the business owners who are way more efficient comes at the expense of millions and millions and millions of jobs. Makes me think a Klaus Schwab wasn't such an idiot after all. You'll own nothing and be happy. Think about this. This is not This is real. Okay, this is real. AI says 50 to 60% of entry-level jobs are gone in the next few years. and we don't make

anything and we're dumb. Triffin's dilemma, I don't know if any of you know what Triffin's dilemma is, but it is the problem that we face right now. Triffin's dilemma says that if you are the reserve currency, you will always run trade imbalances. Why? Because the world needs more dollars than we can give them through trade alone. Period. And so what happens is countries have to buy our dollar in order to buy things around the world from credit to oil and everything. And over time as they

continue to buy our dollar by selling their currency, which means their currency gets weaker against ours, that inequity grows and grows and grows until manufacturing says, "Well, I can go to Cambodia, Vietnam, China, you name it. I'll go there and I'll sell my stuff at a lot less money and we at the top will make a lot more money." And when you do this enough, what happens is these countries get flooded with our dollars, our trade imbalance, right? And instead of taking those dollars and and doing

nothing with them, they put them into US treasuries and that keeps interest rates low. So what has Triffin's dilemma done for us up until now? It's kept the world buying our stuff, which means or or excuse me, taking our dollars to buy their stuff, which means the stuff we bought at Walmart and Target, we got really cheap. And it means the the interest rates because they continually buy treasuries have been very low. So our asset prices, our house, our our 401k go way up. We feel rich. It's an

illusion. And the problem with this is that we have squandered through idiot idi just idiotic um fiscal and monetary policy. We're broke and we've kind of screwed the pooch, if you will. Now, let's go further because if what I presented in part one appears bold, the consequences are even larger than most individuals are ready to acknowledge. If you anchor the back end of the Treasury curve to gold, even partially, you are fundamentally shifting the psychology of sovereign debt. For the last 50 years,

US treasuries have been supported by one element and one element only. The full faith and credit of the United States government, which translated into plain English means the power to tax or print. But what occurs when you introduce gold redemption into longdated issuance? You're essentially telling the world, "We recognize that confidence must be restored through something tangible." You're not returning to a full gold standard. You're not redeeming every dollar for metal, but you're introducing

a gold linked discipline at the sovereign financing level. That matters tremendously. Let's consider a 30-year zero coupon bond redeemable in gold. No annual interest obligation, no compounding coupon payments squeezing the budget. Instead, a defined gold redemption at maturity. If fiscal and monetary irresponsibility push gold higher, as they usually do when deficits expand, then the nominal dollar cost of repayment decreases in real terms. The higher gold climbs, the more the dollar adjusts downward. Now reverse that

perspective. If policymakers act responsibly, if deficits contract, if monetary policy tightens significantly, gold may not rise as aggressively. The bond becomes a restraint on reckless behavior. It's not magic. It's incentive alignment. And if you think this is unrealistic, ask yourself why central banks worldwide are purchasing gold at the fastest pace in modern history. They're not doing it because they admire shiny things. They're doing it because they recognize the fragility of the

current fiat framework. Now, let's discuss manufacturing because that's the central issue. For decades, we have permitted a structurally strong dollar driven by reserve currency demand to hollow out domestic production. American companies could borrow inexpensively, outsource labor, and increase margins. Wall Street appreciated it. Shareholders appreciated it. But Main Street lost factories, lost capabilities, lost supply chains. If the dollar weakens significantly, intentionally or otherwise, exports become competitive

again. Manufacturing becomes feasible domestically. But there's a catch. You cannot rebuild industrial capacity with high interest rates. Borrowing expenses matter enormously in capital inensive sectors. So picture combining two elements, a devalued dollar and zerocon long-term bonds redeemable in gold. Suddenly, corporations can borrow at essentially no upfront interest cost. They can construct factories. They can invest in infrastructure. And because the currency has adjusted downward, their goods are competitive globally.

You're essentially reversing decades of Triffin driven imbalance. Now,v I can already hear critics saying, "But Andy, that would collapse the dollar." And here's my response. The dollar is going to adjust regardless. The only question is whether it adjusts in a controlled strategic manner or through chaotic loss of confidence. We're already observing signs of fragmentation. The BRICS nations are increasingly trading in local currencies. China's crossber interbank payment system is an

alternative to swift. Bilateral energy deals are bypassing the dollar. And importantly, imbalances are increasingly being settled in gold. Gold is the neutral referee. If you disregard that trend, you're disregarding the direction of global trade. And here's the kicker. If the United States incorporates gold strategically into its sovereign financing framework, it neutralizes some of the bricks advantage. It says we still anchor the system, but with tangible backing at the long end. That's

not regressive. That's adaptive. Now, let's address something uncomfortable. This entire strategy implies one unavoidable outcome. The dollar must weaken because gold rising and dollar strength are inversely related over long time frames. If gold becomes the lever through which debt sustainability is achieved, then a stronger dollar defeats the purpose. So if you're saving exclusively in dollars, if your wealth is entirely denominated in paper assets that rely on dollar stability, you are

exposed. I'm not fear-mongering. I'm stating arithmetic. The higher gold climbs, the more purchasing power the dollar loses relative to hard assets. That is not speculation. That is the definition of gold's function in a fiat system. Now, let's bring silver back into the discussion because silver is not just gold's little brother. Silver is essential to the industrial future. Solar, EVs, semiconductors, defense systems, medical tech. If manufacturing returns domestically at scale, demand

for silver surges. If strategic stockpiles are built, supply tightens. If exchange inventories are already being drained through record deliveries, the elasticity and price response becomes dramatic. Silver's market is small. A modest institutional allocation shift can double or triple price levels faster than most investors anticipate. And when the public finally realizes that gold is not overbought but structurally repricing against debt, silver typically accelerates even faster. We've seen it historically. The

gold silver ratio compresses violently during major monetary transitions. Now let me speak plainly. If we do nothing, if we continue issuing trillions in debt with rising interest burdens, if we refuse structural reform, if we rely solely on currency creation to plug deficits, then yes, it's game over in slow motion. The burden shifts to future generations, purchasing power erodess, social tension increases. But if policymakers integrate gold strategically, if they align sovereign financing with tangible assets, they buy

time, they introduce discipline, they create a bridge back to productive capacity. That's the big picture. And here's the final thought I want to leave you with. When gold is imported by the billions, when comx deliveries shatter records, when silver is classified as a critical mineral, when central banks accumulate reserves aggressively, when long-term debt sustainability becomes mathematically impossible under current structures. These are not random data points. They are signals. Signals of

transition. The mainstream may laugh. Television pundits may call it a fear trade. But the most informed actors are positioning. They're not debating Thanksgiving dinner politics. They're watching balance sheets and warehouse receipts. If you're not contrarian in moments of structural change, you become a victim of them. Saving exclusively in dollars during a period of deliberate currency devaluation is like standing still in front of a slowmoving freight train. It may not hit you today, but the

direction is clear. Gold rising is not chaos. It's repricing. Silver tightening is not speculation. It's strategic demand. And if this framework unfolds the way I believe it can, the higher gold climbs, the more it reflects a managed devaluation designed to restore competitiveness and sustainability. In that world, tangible assets are not optional. They're protection against the erosion of paper promises. We are not at the end of the story. We are at the beginning of a structural reset. and

those who recognize it early position themselves accordingly. Because in monetary transitions, it's not the loudest voices who win. It's the prepared ones. If your priority right now is not chasing returns, but protecting what took decades to build, I've put together a private road map linked below. If your priority right now is not chasing returns, but protecting what took decades to build, I've put together a private road map linked below.