Today’s podcast guest is John Rubino of the very popular John Rubino’s Substack.
John is a former Wall Street financial analyst, an acclaimed author and a well-rounded student of history. If you are looking to learn about the markets and to understand all things finance, then please do check out his work.
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NB - Recorded on Tuesday 13th October 2026 AM
5 Key Takeaways Include:
* Extreme debt, Germany’s nuclear shutdown, and French unrest signal widespread financial and cultural decline, especially for nations without a reserve currency.
* Cheap drones are overwhelming costly high-tech weapons, exposing the vulnerability of major powers and potentially undermining the dollar’s reserve status.
* European shifts toward border control and fiscal restraint may bring reforms but risk chaotic cycles of overreach, unrest, and a messy currency reset.
* AI echoes the 1990s tech bubble (transformative yet overvalue) so selective shorts can act as insurance, while copper and uranium offer safer ways to play AI’s energy needs.
* Build resilience starting with physical gold and silver, then quality large miners and ETFs before moving to juniors; a multi-year window remains to position ahead of crisis.
Contact Information & 2 Must Read Posts
You can connect with John Rubino at John Rubino’s Substack.
2 must read posts:
Recession Watch: A Tale of Three Countries
Will Stablecoins and Gold-Backed Bonds Save The Dollar?
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DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions.
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