Commentary

Silver: The Hot, Wild Metal That Will Break Your Heart

Silver's Wild Ride: $50 or $20? Plus updates on Sierra Madre and Semler Scientific

Sep 11 •

Breaking the Exorbitant Privilege: The Coming Monetary Revolution

How to position yourself for the biggest monetary shift since 1971

Aug 26 •

12:07

When Companies Make Tough Choices

Markets Punish, But Fundamentals Remain

Aug 14 •

Game Over for Bitcoin Treasury Companies?

As the FCA finally blinks, what are the global implications of Britain's bitcoin about-face?

Aug 6 •

8:00

The Sweetness of Doing Nothing: Another Year of Lazy Gains

Read or listen now | Letting the Market Work While You Don't. But a Change Is Coming ...

Jul 31 •

8:11

The Shadowbanning of Bitcoin

Legacy Finance Is No Better Than Legacy Media. Your Sunday thought piece.

Jul 27 •

4:33

You Would Be the Chancellor Who Sold Britain’s Bitcoin

Another Open Letter to Rachel Reeves. A plea for long-term thinking in a time of short-term politics.

Jul 21 •

5:38

Currencies in Crisis — Except Two

Read or listen now | Sterling sinking, dollar cycles and yen traps

Jul 17 •

8:46

Gold: The Only Thing Standing Still

Read or listen now | The Summer Lull Before the Golden Storm. While the West Snoozes, the East Hoovers Up

Jul 10 •

6:13

Frisby’s Magnificent Seven

Listen now | My biggest bets right now, and the reasons for each one

Jul 2 •

10:44

The UK Investor: Protected from Profits Since 2020

How the FCA helped inflate Britain’s bitcoin treasury bubble. Here's what's going on - and what to do next

Jun 25 •

11:45

Portable Wealth in a Wobbly World

Read or listen now | A High-Trust City and a High-Conviction Asset

Jun 22 •

9:28

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