Gold and silver are sending a signal that few are prepared to hear, while bitcoin quietly trades far below its long-term implications. In this conversation, Joe Consorti breaks down sovereign flows, monetary metals, yen carry dynamics, and why bitcoin’s underperformance may be the setup, not the conclusion. If hard money is being repriced globally, the ceiling for bitcoin just moved much higher.

Timestamps:

00:00 The Surge of Gold and Silver Prices

05:30 Understanding the Shift in Global Monetary Dynamics

10:14 Bitcoin's Performance in a Changing Market

17:40 The Future of Bitcoin and Its Market Potential

27:58 Bitcoin and Gold Parity: A New Era

31:51 The Yen Carry Trade: Implications for Global Markets

36:51 The Future of the Federal Reserve: Rate Cuts and Inflation

44:56 AI and Its Impact on Productivity and Asset Valuation