Ryan Miller

speaker

4,581 appearances 12 recordings 2 series first heard Mar 2026 last heard 10 Aug

Ryan Miller’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 12 in all, peaking in Jul 2026 with 4.

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Then there's move three.

This is the alternative assets play.

This is my world and yours.

Only assets the printing presses cannot create.

This is the debasement barbell.

On one side, real assets with pricing power and inflation-linked cash flows.

Infrastructure, energy, real estate with genuine rent-setting ability, farmland, and the physical layer of the economy.

When the currency loses value, the price of the real thing rises with it.

And if the asset also throws off cash flow, that resets.

Regulated infrastructure.

Inflation index leases.

You get paid to wait.

On the other side, the monetary hedges?

Gold, and for those with risk tolerance and the mandate, a measured allocation to hard scarcity digital assets.

Gold has a well-documented inverse relationship to real interest rates.

So what does this mean?

Well, when real yields fall, which is exactly what financial repression engineers, gold tends to rise.

You're not buying gold because the world is ending.

You're buying it because it's the asset the central banks themselves are buying for the exact reason they're buying it.

So let me be specific about what real assets actually means here, because it's not all the same.

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