In this conversation, Mike McGlone, Senior Commodity Strategist at Bloomberg, shares his insights on the current state of the market, predictions for 2026, and the dynamics of various commodities including gold, silver, and copper. He discusses the role of the US economy and the Federal Reserve, the impact of AI and electrification on commodities, and the significance of treasuries and interest rates. Mike also addresses concerns about stagflation and deflation, trends in cryptocurrency, and provides an analysis of the crude oil market. He emphasizes the importance of monitoring key signals for 2026 and the overall resilience of the stock market until now.KEY TAKEWAYS• The Bloomberg Commodity Index is up the same as the S&P 500.• We're overdue for a normal correction in the stock market.• Gold is currently 90% above its 60-month moving average.• The US stock market is at an all-time high versus GDP.• Volatility is expected to increase in the coming year.• Silver and copper are influenced by electrification and AI.• Treasuries are a good investment as interest rates drop.• Liquidity is drying up in the market due to various factors.• Stagflation and deflation are realistic scenarios for the US economy.• Cryptocurrency trends indicate a potential downturn. ABOUT THE GUESTMike McGlone is a Senior Commodity Strategist for Bloomberg Intelligence and specializes in the broad investible commodity markets, authoring the monthly Bloomberg Commodity Outlook. Mike joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade. Prior to that he was head of U.S. research at ETF Securities. His other roles included head of commodity business at S&P Indices, futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston IBJ Futures.Mike has an MBA from DePaul University in Chicago and Bachelors of science and arts degrees from Illinois State University. He is a CFA Charter holder and has earned a Financial Risk Manager (FRM) designation.GUEST LINKS: X: https://x.com/mikemcglone11LinkedIn: linkedin.com/in/mike-mcglone-a8442513Guest’s Book Recommendations: 1. At War with Ourselves: https://amzn.to/42mVEJu2. Boom and Bust: https://amzn.to/4nMvKY73. The Price of Time: https://amzn.to/4n1cfKo4. Chokepoints: https://amzn.to/4nY9YQW5. Daylight Robbery: https://amzn.to/42XAIZC6. The Price of Tomorrow: https://amzn.to/42NZxaDABOUT THE HOSTFarzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.As Managing Director of Success Simplified Ltd he is regularly interviewed on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR).Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future.HOST LINKSFind him here: https://linktr.ee/farziniraniBusiness Website (Success Simplified Ltd): www.successsimplified.life‘Money Talks’ Interviews on RCR: https://rcr.media/explore/?feature=202Host Book Recommendations: https://successsimplified.life/media-resources/Mike McGlone, Bloomberg, Commodities Index, Gold, Silver, Copper, Iron ore, Crude oil, Federal Reserve, Bitcoin, deflation, inflation, stagflation, war, commodities, economic cycles, geopolitical tensions, market predictions, global economy, US dollar, tariffs, Stablecoins, Donald Trump, US President, US elections, Mid-terms, Real estate, Govt Bonds, US Treasuries, Markets, Shares, market predictions, US economy, cryptocurrency.
In this conversation, Jeff Booth discusses the inherent deflationary nature of technology and its implications for the economy. He challenges the traditional views on inflation and debt, arguing that the current financial system is designed to benefit a select few while perpetuating a cycle of control and manipulation. Booth emphasizes the importance of decentralization, privacy, and individual agency in shaping a new economic paradigm that values transparency and abundance. He also highlights the role of Bitcoin as a decentralized alternative to traditional banking systems, advocating for a shift towards a free market that embraces deflation as a path to prosperity.KEY TAKEWAYS• The natural state of the free market is deflation.• Technology drives exponential deflation, creating more value.• Central banks perpetuate inflation to sustain the debt-based system.• Deflation is often misunderstood and misrepresented in economic discussions.• The current financial system is designed to benefit a few at the expense of many.• Bitcoin represents a decentralized alternative to traditional banking.• Privacy and security are critical in the digital economy.• Individuals have the power to influence economic change through their choices.• The historical context of economic systems reveals patterns of control and manipulation.• A new economic paradigm is emerging that values transparency and decentralization.ABOUT THE GUESTJeff Booth is a visionary leader, technology entrepreneur and best-selling author of The Price of Tomorrow: Why Deflation is the Key to an Abundant Future. In it, Jeff offers his provocative thesis about the current state of our economies and what must happen to enable a brighter future.With his expertise in technology, system thinking and design, he is at the forefront of a transition from an economic system built for the past, and one built for the future. Jeff has been featured in Forbes, TechCrunch, Inc.com, The Globe and Mail, BNN, Fast Company, Entrepreneur, Bloomberg, TIME, and The Wall Street Journal. In 2015, he was named BC Technology Industry Association’s (BCTIA) Person of the Year, and in 2016 Goldman Sachs named him among its 100 Most Intriguing Entrepreneurs. He is a Founding Partner of ego death capital, Co-Founder of addy and NocNoc. He has been a Young Presidents Organization member since 2004 and contributes time as a Founding Fellow at the Creative Destruction Lab. Jeff currently sits on the boards of Core Scientific, Scoop Solar, Fedi and Breez. GUEST LINKS: • Website: https://www.jeffbooth.ca/• Nostr pub key is: npub1s05p3ha7en49dv8429tkk07nnfa9pcwczkf5x5qrdraqshxdje9sq6eyhe• Jeff’s Book: The Price of Tomorrow: Why Deflation is the Key to an Abundant Future - https://amzn.to/42NZxaD• Jeff’s Book Recommendations: https://www.jeffbooth.ca/booksABOUT THE HOSTFarzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment he is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies with conviction.HOST LINKSFind him here: https://linktr.ee/farziniraniBusiness Website (Success Simplified Ltd): www.successsimplified.life‘Money Talks’ Interviews on RCR: https://rcr.media/explore/?feature=202Host Book Recommendations: https://successsimplified.life/media-resources/
In this thought-provoking episode of "Connecting the Dots," host Farzin engages with Feargus O'Connor Greenwood, author of "180 Degrees: Unlearn the Lies You've Been Taught to Believe." Together, they delve into the controversial themes of Feargus's book, exploring the inversion of truths in society, the manipulation of monetary systems, and the hidden agendas behind global events.
Feargus shares his insights on how to awaken to these realities and the importance of questioning the narratives we've been taught. Tune in for a conversation that challenges conventional thinking and encourages listeners to see the world from a new perspective.
KEY TAKEAWAYS
180 Degrees: Unlearn The Lies You've Been Taught To Believe, by Feargus O'Connor Greenwood, is a book urging readers to question mainstream narratives and societal conditioning to find truth and self-belief, encouraging a radical shift (a 180-degree turn) in perspective by exposing widespread manipulation, corruption, and hidden agendas, particularly concerning global events, media, and history, to guide humanity toward a better, more truthful existence.
Core Themes:
• Question Everything: The book challenges readers to doubt fundamental beliefs about life, purpose, and the world, suggesting many accepted truths are actually "lies".
• Exposing Hidden Truths: It delves into uncomfortable topics, aiming to reveal systemic corruption, media bias, and global crimes often hidden for power or profit.
• Personal Transformation: The goal isn't just to disbelieve but to foster self-belief by understanding reality, moving from an illusory worldview to one based on truth.
• Call to Action: It serves as a guide for those who feel "something is not right in the world," prompting them to take action and find their role in humanity's future.
GUEST LINKS:
• EMAIL – feargusgreenwood@prontonmail.com
• Amazon - 180 Degrees: Unlearn The Lies You've Been Taught To Believe - https://amzn.to/4lSei2E
ABOUT THE HOST
Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.
As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment he is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.
Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies with conviction.
HOST LINKS
Find him here: https://linktr.ee/farzinirani
Business Website (Success Simplified Ltd): www.successsimplified.life
‘Money Talks’ Interviews on RCR: https://rcr.media/explore/?feature=202
Host Book Recommendations: https://successsimplified.life/media-resources/
KEYWORDS
Feargus O'Connor Greenwood, 180 Degrees, inversion of truths, monetary systems, hidden agendas, questioning narratives, global events, societal manipulation, awakening, Connecting the Dots, 9-11, COVID-19, False flags, Corruption, Bureaucrats, economic consequences, political control, cultural shifts, government power, technology, awakening, AI, digital currency, spirituality, economic reform, societal change, world wars, historical cycles, climate change, critical thinking, personal responsibility, fear and emotion, psychological impact, precious metals, natural resources, Central banks, sovereign defaults, fiat currency, Govt bonds, Bitcoin, gold, silver, financial freedom, macroeconomics, commodities, inflation, deflation, monetary reset.
In this conversation, Farzin Irani and Paul Brennan discuss the implications of COVID-19 on New Zealand and the broader Western world, exploring themes of political control, economic consequences, and societal shifts. They delve into the historical context of government power, the role of technology, and the awakening of public consciousness. The discussion also touches on the future of AI, digital currency, and the spiritual dimensions of current events, emphasizing the need for individuals to reclaim their sovereignty and question the narratives presented by authorities.
Farzin and Paul also discuss the flaws in the current monetary system, the need for economic reform, and the societal implications of fear and emotional manipulation. They explore historical cycles, the psychological impact of climate change narratives, and the importance of critical thinking.
KEY TAKEAWAYS
• COVID-19 revealed significant insights into societal behavior and government control.
• Economic consequences of lockdowns are profound and long-lasting.
• Political dynamics during COVID-19 showed a global lockstep among governments.
• Historical context is crucial to understanding current political control mechanisms.
• Cultural shifts in New Zealand reflect broader neoliberal trends.
• Government power often undermines personal freedoms and autonomy.
• Technological advancements can lead to increased control over citizens.
• Public consciousness is gradually awakening to the realities of government actions.
• The future may see revolutions and accountability for past actions.
• Fix the money, fix the world, So we need to decide how we create money.
• The monetary system is designed to enslave you and the system is going to collapse in the next few years.
• History is repeating itself.
ABOUT THE GUEST
Our guest today is Paul Brennan, Radio Host at Reality Check Radio (RCR) in New Zealand. He has an impressive 43 years in professional media as an Audio/Video Producer. He is also an avid Aviation History Enthusiast and started a Charity ‘Bring Our Birds Home’ a project to repatriate 6 historic aircraft to New Zealand.
GUEST LINKS:
• RCR – https://realitycheck.radio/welcome/
• YouTube - https://www.youtube.com/@airsidetv
• Charity –
o www.bringourbirdshome.co.nz
o https://www.facebook.com/bringourbirdshome
Guest’s Book Recommendations:
• Yeager - An Autobiography: https://www.amazon.com.au/dp/0553256742?ref_=mr_referred_us_au_nz
• 747 - Creating the World's First Jumbo Jet and Other Adventures from a Life in Aviation: https://www.amazon.com.au/dp/0060882425?ref_=mr_referred_us_au_nz
• The Last Man on the Moon: https://www.amazon.com.au/dp/0312263511?ref_=mr_referred_us_au_nz
ABOUT THE HOST
Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.
As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment he is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.
Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies with conviction.
HOST LINKS
Find him here: https://linktr.ee/farzinirani
Business Website (Success Simplified Ltd): www.successsimplified.life
‘Money Talks’ Interviews on RCR: https://rcr.media/explore/?feature=202
Host Book Recommendations: https://successsimplified.life/media-resources/
In this conversation, Rick Rule highlights the alarming state of US debt and the potential for an intentional soft-default. The discussion delves into the role of central banks, the impact of inflation, and the future of currency and gold holdings, emphasizing the need for a realistic understanding of economic realities. Farzin and Rick also delve into the dynamics of gold and silver markets, particularly in South Asia. They discuss the cultural significance of these metals, the emerging role of silver as collateral, and the implications of central bank policies on Gold's status. The conversation also touches on the future of the US dollar, inflation versus deflation, and strategies for building long-term wealth.
KEY TAKEWAYS
• The US government has almost $150 Trillion in Liabilities.
• The purchasing power of the US dollar has declined by 97% since 1913.
• The long-term bond market is becoming increasingly risky for investors.
• The US dollar will remain the world's reserve currency for the foreseeable future.
• The Indian government allows silver to be used as collateral for loans.
• Cultural trust influences gold and silver transactions in South Asia.
• Gold's status as a tier-one asset is growing due to central bank policies.
• Silver's volatility makes it less likely to achieve tier-one status.
• The leasing market for silver is well-developed in the US.
• There is a balance in the silver market currently, but demand can shift quickly.
• Long-term wealth requires patience and a solid understanding of market dynamics.
ABOUT THE GUEST
Our guest today is Rick Rule one of the world’s most trusted voices on precious metals and natural resources. He was previously the President and CEO of Sprott US Holdings, before starting Rule Investment Media and he is also a Co-Founder of Battle Bank to help everyday Americans with a better banking model.
GUEST LINKS:
LinkedIn: linkedin.com/in/rick-rule-1058921a
Websites:
• Rule Investment Media - https://ruleinvestmentmedia.com/
• Battle Bank - https://battlebank.com/Guest’s Book Recommendations:
• Economics in One Lesson (Henry Hazlitt): https://amzn.to/3XnzB2c
• The Intelligent Investor (Ben Graham): https://amzn.to/3WPXVK2
• Security Analysis (Ben Graham): https://amzn.to/4p3keb6
• Human Action (Ludwig von Mises): https://amzn.to/4owB6qF
ABOUT THE HOST
Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time. As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment he is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies with conviction.
HOST LINKS
Find him here: https://linktr.ee/farziniraniBusiness
Website (Success Simplified Ltd): www.successsimplified.life
‘Money Talks’ Interviews on RCR: https://rcr.media/explore/?feature=202
Host Book Recommendations: https://successsimplified.life/media-resources/
KEYWORDS
Rick Rule, precious metals, natural resources, US debt, US economy, FED, Central banks, BIS, economic outlook, sovereign defaults, fiat currency, Govt bonds, NZ economy, Bitcoin, gold, silver, financial freedom, macroeconomics, commodities, mining, emerging markets, financial markets, inflation, deflation, India, South Asia, US dollar, long-term wealth, investing principles.
In this conversation, Thierry Aris-Ruiz, founder of AGAUIO, discusses his background in finance and commodities, the flaws of fiat currency, and the potential of Blockchain backed Gold and Silver as alternatives. He critiques the rise of digital currencies and CBDCs, warning against the dangers of totalitarianism and the loss of individual freedoms. Thierry advocates for civil disobedience and the importance of opting out of oppressive systems, emphasizing the need for private sector initiatives to create a better financial future.
KEY TAKEWAYS
• Thierry Aris-Ruiz emphasizes the historical significance of gold and silver as money.
• Fiat currency is described as a Ponzi scheme backed by promises.
• Bitcoin is viewed as a better form of fiat due to its limited supply.
• The rise of digital currencies poses risks to individual freedoms.
• Digital IDs are seen as a tool for totalitarian control.
• Civil disobedience is necessary to resist oppressive systems.
• The future of money may lie in combining gold, silver, and blockchain technology.
• Private sector initiatives can provide alternatives to failing financial systems.
• Awareness and education are crucial for financial literacy.
• The current monetary system is in a bubble and at risk of collapse.
ABOUT THE GUEST
Our guest today is Thierry Arys Ruiz the founder of AgAu.io: The Peer-to-Peer, Electronic Money System backed by Ag (Silver) and Au (Gold) in Switzerland.
Thierry has worked for major trading houses and financial institutions such as Trafigura, LUKOIL, Scotia Capital, ICAP and Credit Suisse. He is an expert speaker for topics ranging from commodity trading to finance, frontier technology, A.I and Blockchain.
GUEST LINKS:
LinkBio - https://lnk.bio/fcKu
X: https://x.com/ThierryArys
LinkedIn: linkedin.com/in/joethierryarysruiz
Guest’s Book Recommendations:
• Principles (Ray Dalio): https://amzn.to/43z5xnK
• The Hero with a Thousand Faces: https://amzn.to/4hxpL7b
ABOUT THE HOST
Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.
As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.
Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.
HOST LINKS
Find him here: https://linktr.ee/farzinirani
Business Website (Success Simplified Ltd): www.successsimplified.life
‘Money Talks’ Interviews on RCR: https://rcr.media/explore/?feature=202
Host Book Recommendations: https://successsimplified.life/media-resources/
KEYWORDS
Thierry Aris-Ruiz, AGAUIO, fiat currency, Bitcoin, gold, silver, digital currency, CBDC, totalitarianism, financial freedom, blockchain, economics, macro strategy, commodities, emerging markets, financial markets, inflation, gold, investment strategies, US economy, Switzerland, democracy
DISCLAIMER
This podcast is for general informational purposes only and should not be considered financial, investment, or legal advice. The views and opinions expressed by guests are their own and do not represent the views of the host or Connecting the Dots. Guests are not compensated for their participation.
In this conversation, David Morgan, a renowned expert on precious metals and macroeconomics, shares his insights on the current financial landscape, the role of central banks, and the importance of gold and silver as safe-haven assets. He discusses the implications of inflation, the U.S. debt crisis, and the potential future of currency in a digital age. Morgan emphasizes the need for banking reform and the significance of understanding the financial system to navigate the challenges ahead. He also reflects on personal success and the lessons learned throughout his journey in the financial world.
KEY TAKEWAYS
• David Morgan's journey into finance began with an early interest in precious metals.
• The current financial system operates on a 'get something for nothing' principle.
• Central banks play a crucial role in the economy, often leading to systemic issues.
• The Federal Reserve's legitimacy is questioned by many, including Morgan.
• Inflation disproportionately affects the middle and lower classes.
• The U.S. debt crisis is a significant concern, with no clear solution in sight.
• Gold and silver are seen as essential assets during economic uncertainty.
• Russia's recent move to stockpile silver signals its growing importance.
• Market manipulation exists in the precious metals sector, but long-term trends cannot be controlled.
ABOUT THE GUEST
David Morgan - one of the world’s most trusted voices on precious metals and macroeconomics, and the silent storm building beneath the financial system.
With over four decades of experience, he publishes The Morgan Report, has authored The Silver Manifesto, and is frequently featured on major media outlets and financial documentaries, including the Four Horsemen Documentary film (https://www.themorganreport.com/about-us).
He also has an upcoming Documentary feature called Silver Sunrise (www.silversunrise.tv)
GUEST LINKS:
X: https://x.com/silverguru22
Website: https://www.themorganreport.com/
LinkedIn: linkedin.com/in/thedavidmorgan
Documentaries:
• Silver Sunrise - www.silversunrise.tv
• Four Horsemen Documentary - https://www.themorganreport.com/about-us
Guest’s Book Recommendations:
• What Has Government Done to Our Money? - Murray N.Rothbard: https://amzn.to/4hiAQZJ
ABOUT THE HOST
Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.
As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.
Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.
HOST LINKS
Find him here: https://linktr.ee/farzinirani
Business Website (Success Simplified Ltd): www.successsimplified.life
Host Interviews on ‘Money Talks’ on RCR: https://rcr.media/explore/?feature=202
Host Book Recommendations: https://successsimplified.life/media-resources/
KEYWORDS
David Morgan, The Morgan report, silver guru, precious metals, macroeconomics, silver, gold, Federal Reserve, inflation, banking reform, U.S. debt, digital currency, market manipulation, macro strategy, commodities, emerging markets, financial markets, investment strategies, US economy, BRICS, Gold, Silver, Zinc, US economy, deflation, stagflation
In this conversation, Mike McGlone, Senior Commodity Strategist for Bloomberg Intelligence, shares his insights on the current state of the financial markets, focusing on Gold, the Federal Reserve's policies, and the implications of geopolitical tensions. He discusses the historical context of deflationary cycles, the speculative nature of cryptocurrencies, and the future of commodities amidst economic uncertainty.
Mike emphasizes the importance of understanding market correlations and the potential for significant corrections in the stock market, urging caution among investors. He also discusses the current economic landscape and the implications of tariffs on the global economy. He emphasizes the importance of commodities and market signals, the rise of stablecoins, and the trends in the real estate market.
KEY TAKEWAYS
• The long bond is considered the cheapest asset available.
• The US dollar remains the strongest currency in a volatile world.
• US stock market cap is significantly larger than its debt.
•Tariffs are a necessary adjustment to trade imbalances.
• Gold tends to perform well during economic discombobulation.
• Stablecoins currently do not offer interest, making cash more appealing.
• The agricultural sector is seeing increased productivity due to technology.
• The US housing market is experiencing a downturn.
ABOUT THE GUEST
Mike McGlone is a Senior Commodity Strategist for Bloomberg Intelligence and specializes in the broad investible commodity markets, authoring the monthly Bloomberg Commodity Outlook. Mike joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade.
Prior to that he was head of U.S. research at ETF Securities. His other roles included head of commodity business at S&P Indices, futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston IBJ Futures.
Mike has an MBA from DePaul University in Chicago and Bachelors of science and arts degrees from Illinois State University. He is a CFA Charter holder and has earned a Financial Risk Manager (FRM) designation.
GUEST LINKS:
X: https://x.com/mikemcglone11
LinkedIn: linkedin.com/in/mike-mcglone-a8442513
Guest’s Book Recommendations:
1. At War with Ourselves - https://amzn.to/42mVEJu
2. Boom and Bust: A Global History of Financial Bubbles - https://amzn.to/4nMvKY7
3. The Price of Time: The Real Story of Interest - https://amzn.to/4n1cfKo
4. Chokepoints: How the global economy became a weapon of war - https://amzn.to/4nY9YQW
5. Daylight Robbery: How Tax Shaped Our Past and Will Change Our Future - https://amzn.to/42XAIZC
6. The Price of Tomorrow: Why Deflation is the Key to an Abundant Future - https://amzn.to/42NZxaD
ABOUT THE HOST
Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.
As Managing Director of Success Simplified Ltd he is regularly interviewed on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR).
Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future.
HOST LINKS
Find him here: https://linktr.ee/farzinirani
Business Website (Success Simplified Ltd): www.successsimplified.life
‘Money Talks’ Interviews on RCR: https://rcr.media/explore/?feature=202
Host Book Recommendations: https://successsimplified.life/media-resources/
In this conversation, Tavi Costa, a macro strategist at Crescat Capital, shares his insights on the financial markets, focusing on emerging markets, commodities, and the implications of US monetary policy. He discusses his personal journey into finance, the importance of understanding macro trends, and the potential for financial repression in the face of rising debt. Tavi emphasizes the critical role of gold and commodities in future economic growth, particularly in light of the AI revolution and changing geopolitical dynamics. He also highlights the significance of building personal conviction in investment decisions and the need for investors to be aware of valuation in their strategies.KEY TAKEWAYS• Tavi Costa's journey into finance began with personal experiences with money.• He emphasizes the importance of understanding macro trends in investment.• Emerging markets are seen as the next big opportunity in investing.• The US is facing significant debt challenges that will impact monetary policy.• Financial repression may be a necessary response to manage debt levels.• Gold is viewed as a critical asset in times of economic uncertainty.• Tavi believes that commodities will play a central role in future economic growth.• The AI revolution will require substantial infrastructure and resources.• Valuation is key in assessing investment opportunities in mining.• Tavi stresses the importance of building personal conviction in investment decisions.ABOUT THE GUESTTavi is a Macro Strategist at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, Fox Business, CNN, The Wall Street Journal, Yahoo Finance, Reuters, and others. Tavi is a native of São Paulo, Brazil, and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. GUEST LINKS: X: https://x.com/TaviCostaLinkedIn: linkedin.com/in/otavio-tavi-costa-76368628Guest’s Book Recommendations: 1. The Art of Speculation: Philip L. Carret - https://amzn.to/3IUYIpr2. Lords of Finance: Liaquat Ahamed - https://amzn.to/3VREgJ13. Men and Mines of Newmont: A Fifty-Year History - https://amzn.to/42mTxW4ABOUT THE HOSTFarzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.HOST LINKSFind him here: https://linktr.ee/farziniraniBusiness Website (Success Simplified Ltd): www.successsimplified.lifeHost Interviews on ‘Money Talks’ on RCR: https://rcr.media/explore/?feature=202Host Book Recommendations: https://successsimplified.life/media-resources/
In this conversation, Farzin Irani (Managing Director at Success Simplified Ltd) and our Host welcomes Clive Thompson a retired wealth manager and banker from Switzerland.The in-depth discussion covers innumerable topics but some of the takeaways from this episode:• Can you bank default and bail-in your money• Governments Bonds are creating a retirement dilemma, especially in the West• Could Governments change the rules to get out of the Debt problem they find themselves in• Gold is viewed as a critical asset in times of economic uncertainty and we are almost there now• Can the US Government revalue Gold and if so at what price would it do so?• What are the benefits of the US Gold revaluation and how would this affect China and other Creditor nations• Central banks play a crucial role in the economy but unfortunately most of them are insolvent themselves – with examples given• The Genius Act and Stablecoins may not be what it seems, but BITCOIN still offers some benefits to certain kind of people• Wealth preservation is vital in today's economy• How to use AI for Wealth Management and analysing stock market trendsABOUT THE GUESTFinancial expert, Clive Thompson, is a retired wealth manager and banker from Switzerland, boasting a formidable 47-year unblemished career in finance and wealth management. His expertise spans structuring and advising on quoted investments, private equity investments, family businesses, tax, residency, and real estate. Thompson's extensive experience includes his role as Managing Director for Union Bancaire Privée, Switzerland.Clive Thompson started his career in 1975 at the age of 18 in the UK. After passing his professional exams he worked as a Trust officer for the leading Cayman Islands Trust Company for several years before accepting a similar title in Switzerland in 1985. In 1995 he joined Coutts & Co in Switzerland as a Private Banker. Ultimately, he became a Managing Director in the Wealth Management division of UBP, one of the four leading private banks in Switzerland where he worked until he retired in 2022.GUEST LINKS: LinkedIn: https://www.linkedin.com/in/clive-thompson-661997251/Clive’s YouTube Channel – https://www.youtube.com/@clivethompson-jc9myGuest’s Book Recommendations: What works on Wall Street (James O’Shaughnessy) - https://amzn.to/48EEDy9ABOUT THE HOSTFarzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.HOST LINKSFind him here: https://linktr.ee/farziniraniSuccess Simplified Ltd: Business Website: www.successsimplified.lifeMoney Talks on RCR: https://rcr.media/explore/?feature=202Host Book Recommendations: https://successsimplified.life/media-resources/DISCLAIMERThis podcast is for general informational purposes only and should not be considered financial, investment, or legal advice. The views and opinions expressed by guests are their own and do not represent the views of the host or Connecting the Dots. Guests are not compensated for their participation.
Farzin Irani (Managing Director at Success Simplified Ltd) and our Host - welcomes Steve Alain Lawrence, Chief Investment Officer (CIO) at Balfour Capital Group.
The in-depth discussion covers innumerable topics but some of the takeaways from this episode:
ABOUT THE GUEST
Steve Alain Lawrence’s remarkable journey began with humble origins as a runner on the Chicago Board of Trade. Through sheer determination and unwavering dedication, he steadily climbed the ranks. Today, he manages an impressive EUR 400+ million as CIO of Balfour Capital Group (Hedge Fund), overseeing global assets across various markets, including stocks, bonds, commodities, currencies, and ETFs.
As Chief Investment Officer, Steve now leads Balfour’s global expansion efforts while gratefully holding memberships in esteemed institutions such as the Institute of Directors in London and the Hedge Fund Trade Association.
GUEST LINKS:
X: https://x.com/BalfourCap
LinkedIn: https://www.linkedin.com/company/balfourcapitalgroup/
Website: https://balfourcapitalgroup.com
YouTube Channel for Steve’s Interviews - https://www.youtube.com/@BalfourCapitalGroupYT
ABOUT THE HOST
Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.
As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.
Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.
HOST LINKS
Find him here: https://linktr.ee/farzinirani
Success Simplified Ltd: Business Website: www.successsimplified.life
Money Talks on RCR: https://rcr.media/explore/?feature=202
Host Book Recommendations: https://successsimplified.life/media-resources/
Farzin Irani (Managing Director at Success Simplified Ltd) and our Host - welcomes Jaime Carrasco, Senior Portfolio Manager at Harbourfront Wealth Management. The in-depth discussion covers innumerable topics but some of the takeaways from this episode:•Gold and Silver will serve as the best assets to hold when the FIAT MONEY collapses•Monetary games being played by the authorities in trying to inflate away their debt is what has caused an EPIC bubble in certain assets•Investors are not prepared for the storms heading their way because they are still being sold the idea of a 60/40 Portfolio by the investment industry•Why Silver is the GOAT of all investment opportunities at this time•Mining shares are a way to build generational wealth and he explains through examples of how this was done in the past•The jurisdictions he likes investing in, and the methodology he uses when analysing mining companies to invest inABOUT THE GUESTJaime Carrasco is a leading-edge Canadian investment professional with over 30 years of experience providing wealth management and investment counsel to affluent families, businesses and institutions both in Canada and Latin America. Jaime has garnered a reputation for questioning and challenging the status quo, and exploring the most innovative investment strategies. As a frequent contributor to the mainstream media, Jaime offers a fresh perspective on the global, financial, and geo-political landscape helping investors adapt to hidden opportunities and risks, and best position client portfolios to thrive from volatility in the global system.GUEST LINKS: X: https://x.com/IJCarrascoLinkedIn: https://www.linkedin.com/in/carrasco1Website: https://www.harbourfrontwealth.com/Guest’s Book Recommendations: • The Fountainhead (Ayn Rand) - https://amzn.to/41PVzha • The Great Wave (David Hackett Fischer) - https://amzn.to/4gtg7lJABOUT THE HOSTFarzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.HOST LINKSFind him here: https://linktr.ee/farziniraniSuccess Simplified Ltd: Business Website: www.successsimplified.lifeMoney Talks on RCR: https://rcr.media/explore/?feature=202Host Book Recommendations: https://successsimplified.life/media-resources/
Farzin Irani – Show Host and Managing Director at Success Simplified Ltd welcomes Matthew Piepenburg - Partner at ‘Von Greyerz’ formerly known as Gold Switzerland.
The in-depth discussion covers innumerable topics but some of the takeaways from this episode:
•The current state of the global financial system - characterized by massive debt levels and constant currency debasement
•The current Geopolitical chaos and growing global economic tensions
•Government Bonds are in trouble and now offer ‘Return-Free Risk’
•Lessons learnt from FDR’s 1933 Gold confiscation and Nixon’s 1971 Gold shock
•A potential gold revaluation by the US Treasury (underscoring the role of Gold as a reliable store of value during uncertain times) would be a desperate measure that potentially destabilizes global currencies
•Reaction from CHINA and RUSSIA, and what BRICS could possibly do in response
•Stablecoins, the GENIUS Act, and possible introduction of CBDC’s and how this can be weaponized against people
ABOUT THE GUEST
Matthew Piepenburg began his finance career as a transactional attorney before launching his first Hedge Fund during the NASDAQ Bubble of 1999-2001. Thereafter, Matthew began investing his own and other high-net-worth family funds in alternative assets while serving in key roles at single and multi-family offices, collaborating with Morgan Stanley on a multi-strategy hedge fund, and ultimately joined ‘Von Greyerz’ driven by his conviction in precious metals as protection against systemic risk.
He is the co-author of ‘Rigged to Fail’ with Thomas Lottas as well as co-author of ‘Gold Matters’ with Egon von Greyerz. Matthew is also fluent in French, German and English.
GUEST LINKS:
X: https://x.com/GoldSwitzerland
Website: https://vongreyerz.gold/
Matthew’s Book: Rigged To Fail – https://amzn.to/3HXNUXf
ABOUT THE HOST
Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.
As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.
Whether it’s on stage at financial industry events, or in international boardrooms; he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies – with conviction.
HOST LINKS
X: https://x.com/FoxtrotFuz
Instagram - https://www.instagram.com/connectingthedots87
Business Website: www.successsimplified.life
Money Talks on RCR - https://rcr.media/explore/?feature=202
Host’s Book Recommendations - https://successsimplified.life/media-resources/
Farzin Irani (Managing Director at Success Simplified Ltd) and our Host - welcomes Chris MacIntosh, Managing Partner at Glenorchy Capital. The in-depth discussion covers innumerable topics but some of the takeaways from this episode:•The US dollar is being used less in international trade and has China found a future workaround the US dollar for trade settlements•The US Treasury bonds are running out of buyers and how Crypto and Stablecoins are being used to try and find new buyers to prop the Ponzi system from collapsing•How 12 US banks allow a chokehold on the entire Global Financial system•Is the financial system showing signs of a controlled collapse – to allow continuance of the existing power structures globally?•China is the military power in today’s world as they are the ones who have all the critical minerals and commodities•True value moving forward is to be found in Emerging Markets and Commodities which are severely underpriced currentlyCapitalist Exploits Insider (Special Price for CTD Audience - Save $1,000 on Full Insider Access - Exclusive Partner Offer) - https://capitalistexploits.at/insider-special-price/?orid=107545ABOUT THE GUESTChris has founded and built several multi-million-dollar businesses in the investment arena including overseeing the deployment of $30M into Venture Capital opportunities and advising family offices internationally. Prior to this, Chris built a career at Invesco Asset Management, Lehman Brothers, JPMorgan Chase, & Robert Flemings.He is now Managing Partner at Glenorchy Capital with FUM of $200M, investing in Commodities, Emerging markets, and Specialist value funds, from around the world. He also co-manages bespoke private client portfolios. GUEST LINKS: X: https://x.com/capitalistexpWebsite: https://glenorchycapital.net/Capitalist Exploits Newsletter – https://capitalistexploits.at/newsletter/?orid=107545Capitalist Exploits Insider (Special Price for CTD Audience - Save $1,000 on Full Insider Access - Exclusive Partner Offer) - https://capitalistexploits.at/insider-special-price/?orid=107545Guest’s Book Recommendations: The Wisdom of Insecurity – Alan Watts: https://amzn.to/4n2SJNMABOUT THE HOSTFarzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.HOST LINKSX: https://x.com/FoxtrotFuzInstagram - https://www.instagram.com/connectingthedots87Business Website: www.successsimplified.lifeMoney Talks on RCR - https://rcr.media/explore/?feature=202Host’s Book Recommendations - https://successsimplified.life/media-resources/
Farzin Irani - Managing Director at Success Simplified Ltd and our Host - welcomes Tim Price - Director at Price Value Partners.
The in-depth discussion covers innumerable topics but some of the takeaways from this episode are:
• Japan is a good example of what could happen to the rest of the world
• Government Bonds are damned and will wipe off pensions around the world
• The current Geopolitical chaos is a critical moment in history and is speeding up the collapse of trust in institutions and governments around the world
• He warns that the EURO will collapse, it’s only a matter of time
• He underscores the role of Gold as a reliable store of value during uncertain times
• He stresses the importance of emotional intelligence whilst investing, referencing stoicism repeatedly as a key trait for navigating volatile markets
ABOUT THE GUEST
Tim Price has worked in the capital markets for over 30 years. A graduate of Christ Church, Oxford, he spent a decade as a bond specialist before going on to serve as Chief Investment Officer at three separate wealth management firms. Tim has been shortlisted for five successive years in the UK Private Asset Managers Awards program and was a winner in 2005 in the category of Defensive Investing.
He is now co-manager of the VT Price Value Portfolio, a fund investing in Benjamin Graham-style value stocks, and specialist value funds, from around the world. He also co-manages bespoke private client portfolios. Tim writes for Money Week Magazine and The Spectator, and his weekly commentaries are freely available at the Price Value Partners website.
GUEST LINKS:
X: https://x.com/TimPrice1969
Website: https://www.pricevaluepartners.com/
Tim’s Book - War on Cash: https://www.pricevaluepartners.com/war-on-cash/
Tim's Recent Book (Amazon): https://www.amazon.ca/Investing-Throu...
Articles: https://www.pricevaluepartners.com/co...
Tim's Podcast: State of the Markets: https://open.spotify.com/show/1T69Xe0EJ4n0gOO4RD9qv0
Guest’s Book Recommendations: 180 Degrees (Amazon): http://tinyurl.com/3vjvpnud
ABOUT THE HOST
Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centers on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.
As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.
Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.
HOST LINKS
X: https://x.com/FoxtrotFuz
Instagram: https://www.instagram.com/connectingthedots87/
Website: www.successsimplified.life
Money Talks on RCR - https://rcr.media/explore/?feature=202
Host’s Book Recommendations - https://successsimplified.life/media-resources/
DISCLAIMER
This podcast is for general informational purposes only and should not be considered financial, investment, or legal advice. The views and opinions expressed by guests are their own and do not represent the views of the host or Connecting the Dots. Guests are not compensated for their participation.
Listeners are strongly encouraged to conduct their own research and seek independent professional advice before making any financial or investment decisions. Do not base investment decisions solely on the information shared in this podcast.