Jake Claver

speaker
1,496 appearances 2 recordings 2 series first heard Apr 2026 last heard 24 Jun

Jake Claver’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

Appearances

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But really, you're just locking in the purchasing power of that capital when you put it in there.
I look at gold kind of the same way.
And I think gold is overvalued in comparison to other assets.
I like to look at things priced not in dollars, but other assets.
So if you look at gold to real estate or gold to the S&P, you can see that it's overvalued in comparison to where those are at.
Yeah.
Well, and it's distorted, right?
Because of inflation, it's hard because it's not actually a stable value.
It's actually a declining value that you're pricing that against.
Well, so the whole premise behind the Fed having a 2% inflation rate is what they calculated as like how much gold they could mine per year.
And so that's why they stuck with that number.
Like there was 2% more gold coming onto the market.
Relative, yeah.
And you need credit, right?
Like people want to do away with the banks and the way that this works.
But at the same time, tech wouldn't be able to advance as fast as it has if we didn't have an engine or liquidity to be able to put toward that to be able to continue to grow these companies, especially the AI, right?
Like they've raised $100 billion or something for not Anthropic.
Maybe Anthropics has raised that much too, but Sam Altman.
If you didn't have that much capital to put toward it and people didn't have access to liquidity, the growth of the economy would be significantly slower and so would technological advancement.
And the bet is like at some point Moore's law is going to go exponential and there's going to be a huge deflationary event.
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