Reinvent Money

In this episode of Reinvent Money, Paul Buitink speaks with John Butler about the future of gold, central bank demand, and what a multipolar world could mean for the monetary system. They discuss whether recent corrections in gold are temporary, why inflation and liquidity risks still support higher prices, and how central banks and emerging markets may reshape demand. The conversation also explores the Fed, Kevin Warsh, Trump insider trading concerns, and the limits of AI hype versus real productivity gains. A sharp, macro-focused look at money, markets, and the shifting global order.Follow John Butler:https://theamphorareport.substack.com/Follow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:46 Gold price action and Trump insider trading7:50 Central bank survey on gold9:07 Federal reserve policies of Kevin Warsh13:48 Butler's gold price target of $40,00020:40 How will gold become the standard again?28:04 How would gold be used in practice between nations32:31 Discussion on safe havens: Dubai, Switzerland, Singapore, Shanghai38:12 AI, will it fulfill its promise?42:48 Outro

Paul Buitink talks to investor, macro analyst and Bitcoin OG Simon Dixon.They discuss the state of Bitcoin, why the price has been going down and how the financial industrial complex is trying to capture the market through ETFs, Strategy and so forth. The only way to battle this is self-custody Simon says. The same applies to gold he believes.Simon also explains why and how Epstein got involved with Bitcoin but that he wasn't able to influence the course of it due to its decentralized character.In general Simon gives his views on the Epstein files, how he was just one of many compromised agents and how the financial industrial complex is curating and managing these documents.He explains who really runs the world and how people should protect themselves.Follow Simon here:https://www.simondixon.com/https://x.com/SimonDixonTwittFollow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro3:30 Parallels between evolution of Bitcoin and gold markets9:25 How financial elites try to capture Bitcoin14:25 BRICS preferring gold over Bitcoin19:24 Central banks don't like Bitcoin23:22 Epstein's involvement with Bitcoin31:34 Is Blockstream compromised?33:30 Simon's take on Epstein in general39:35 Elon Musk's role43:54 Trump and Bannon48:15 A multipolar multi-currency world order53:02 Trans national interests57:15 Outro and hands-on advice from Simon

Paul Buitink talks to macro analyst Luc Gromen, founder of FFTT.They discuss the escalation between protesters and ICE in the US as well as the risks of civil war. Luke analyses Trump's performance so far and weighs in on how Europe should respond to escalations. Selling of treasuries and repatriation of gold are amongst the options.Luke believes Trump is like a cornered animal and the world could move to autarky.He believes gold is the only way out of the debt crisis and could go ninefold. Europe, US and Japan are behaving like emerging countries given their high debt load. Luke also zooms in on Japan. Furthermore he suspects that NATO countries are buying up silver.At this point he thinks Bitcoin behaves too much like a leveraged tech stock.Follow Luke here:https://fftt-llc.com/https://x.com/LukeGromenFollow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:20 Luke Gromen and FFTT3:47 Tensions in the US, risk of civil war?7:38 Is Trump delivering11:12 Europeans dumping treasuries14:23 US supply chain issues22:19 New Plaza Agreement24:24 Why gold is needed for the reset28:32 Japan's debt struggle and unwinding of carry trade33:22 Should Europe repatriate gold35:33 The case for silver39:19 Gold to become the foundation of a new financial system42:48 Confiscation of gold and silver46:15 Luke's Bitcoin outlook51:07 Outro

Paul Buitink talks to veteran precious metals trader, author and former bullion banker Robert Gottlieb. Robert worked amongst others for Citi, Bear Stearns and JP Morgan.Bob explains why gold and silver are surging, how price discovery works and how bullion banks such as JP Morgan work. We discuss manipulation, future/paper markets, central bank leasing and buying and much, much more.His new book Mastering Gold and Silver Markets will be out in February.Follow Paul on X here:https://x.com/paulbuitinkFollow Robert Gottlieb here:https://www.linkedin.com/in/robert-gottlieb-519275319/https://www.amazon.nl/Mastering-Gold-Silver-Markets-Legendary/dp/139438002XTimestamps:0:00 Intro2:16 Robert Gottlieb's background as trader and bullion banker4:14 The book Mastering Gold and Silver Markets7:47 Spot price, loco London, LBMA and premiums10:32 Local China/Shanghai spot price and VAT12:52 Arbitrage between The West and China, India13:57 Flows between LBMA and CME during the tariff war21:14 Backwardation and CME/Comex inventories explained24:26 Hedging and mining28:48 Interaction between spot price and paper/future price35:50 Why gold and silver are so heavily traded on future markets38:04 Silver price manipulation43:30 Manipulation at JP Morgan and bank shorts49:59 Central bank gold leasing53:47 Gold repatriation and central bank buying56:57 Silver scarcity59:08 Silver versus copper1:00:40 Should you own physical or paper metal?1:02:16 ETFsand leasing of metal1:03:17 Outro

Paul Buitink talks to Swiss investor and author of the Gloom, Boom and Doom report Mark Faber.They discuss the US kidnapping of Maduro and the impact on the geopolitical balance. What will be Trump's next move? What is the future of NATO? They also talk about the impact on oil, gold and silver.Marc explains how the current inflationary system creates a huge wealth inequality and why that is a problem. He also shows why socialism isn't an answer either.He advises on how to allocate your investment portfolio and which assets and geographies are interesting right now, such as Thailand.Follow Marc here:https://www.gloomboomdoom.com/https://x.com/gloomboomdoomFollow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro2:10 Marc's take on Venezuela4:57 Impact on oil prices6:42 Trump's next move: Greenland, Cuba, Colombia?8:55 Europe's response and future of NATO10:21 How should investors prepare for the new world order15:29 Young people vs the billionaire class18:06 How should young people prepare: shares, bonds, real estate and precious metals22:42 Investing in Thailand26:15 When will we see a system breakdown and confiscation30:32 How can we reform the financial system32:34 Some final advice from Marc: how to minimise losses38:05 Inflation vs deflation42:10 Outro