Anthony Pompliano

Kevin Warsh is irrelevant.

Who cares who he is?

Doesn't fucking matter.

Doesn't matter who sits in that seat.

They'll do what they need to do as they've always done what they need to have done to make sure the government can afford their bills.

Now, it might not happen in the timeframe you need as a leveraged investor, but over a long enough period of time, the Fed always prints the money and accommodates the government in the ways in which it needs it to happen.

Absolutely.

And I think there's an interesting, and I think Luke Grauman points this out quite clearly, for the last four or five months, the number one export from the United States has been non-monetary gold.

So this whole shebang about

re-industrialization and more manufacturing jobs, and the U.S.

is going to build back its exporting heft because of these tariffs and whatnot, is not borne out in the data.

The data is that the U.S.

is exporting gold specifically to Switzerland.

It's refinanced Switzerland, then it goes to China.

And so what that tells me is there's essentially a new quiet building of a gold standard.

You need stuff from China.

You don't have a trade surplus with China, because most nations do not.

How do you get the yuan to buy the stuff from China?

Well, they say, well, we'll take gold.

So you go get gold from the US or from the West.