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626 afleveringen, van nieuw naar oud
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Felix Nikolas Prehn: Why Stocks Rose After A Democratic Sweep
5 november 2026 · 25 min
We lay out why a feared election outcome sparks a stock market rally and why divided government often turns into a tailwind for the S&P 500. We also show how sector rotation can punish energy and semiconductors even when the index looks fine, then map the risks and opportunities around AI, data centers, oil, and gold.
• the gap between the index and what your sector does
• why fear selling into cash creates a painful buy-back decision
• semiconductors breaking below the 200-day moving average as a key line pros watch
• historical midterm data showing strong average gains after similar elections
• why government gridlock can be bullish because rules stay steady
• oil dropping fast and dragging energy stocks with it
• overconcentration in the AI trade and what “too much risk” feels like in real life
• why Microsoft, Amazon, and Google benefit from data center constraints
• “zombie” balance sheets in AI infrastructure and why debt matters
• gold selloffs, margin calls, and why forced selling can create a cleaner setup Lees meerSupport the show
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Felix Nikolas Prehn: A Divided Washington Can Lift Markets But It Can Still Hurt First
4 november 2026 · 24 min
We break down why trillions can vanish from AI stocks while the S&P 500 barely budges, and why that gap can trick long term investors into feeling safe right up until it hurts. We map a simple plan to check concentration risk, understand the midterm election pattern, and use alerts and rotation signals instead of panic selling.
• AI stock sell-off versus broader market resilience
• How index weighting masks concentrated tech losses
• Why “correction” levels change investor behavior
• The real cost of a 10% to 20% drawdown for retirement
• Checking holdings for concentrated risk in crowded winners
• Why expensive valuations and huge AI capex get punished
• How interest rates and oil prices shift the risk backdrop
• Midterm elections, divided government, and why gridlock can support stocks
• The 1974 lookalike risk and the 2011 debt ceiling shock
• Building a plan with alerts, insider activity, and sector rotation awareness Lees meerSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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How A Possible Iran Peace Deal Could Hit Oil And Your Portfolio
1 november 2026 · 24 min
War headlines scream chaos while markets quietly price the exit, and we walk through why stocks can rise even as oil spikes and households feel the squeeze. We lay out a clear, two-scenario plan so you can protect your portfolio if talks fail and still benefit if a peace deal lands.
• the market’s forward-looking logic and why wars can stop moving prices before they stop on the ground
• how oil feeds headline inflation, Fed decisions, Treasury yields, and mortgage rates
• why panic selling, sitting in cash, and buying gold “for safety” can all backfire at once
• what sector rotation looks like when leadership shifts out of last cycle’s winners
• the June “rehearsal” that shows how peace hits oil, energy stocks, and risk appetite
• a practical framework for positioning around cheap-oil versus expensive-oil outcomes
• why gold can fall in wartime and how central bank flows and the dollar matter Lees meerSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Felix Nikolas Prehn: The Hidden Bear Market
29 oktober 2026 · 20 min
We break down why the US stock market can look calm at the index level while most stocks are already deep in a bear market. We also lay out the three forces we see lining up around the midterms and how skilled money tends to position before the headlines change. Lees meer
• Market breadth showing most stocks down 20% plus while the S&P 500 holds up
• How index concentration turns “diversified” funds into a handful of mega cap bets
• Why a broad washout can be closer to opportunity than a bubble top
• Midterm elections as a trigger that clears uncertainty and historically coincides with strong returns
• The three drivers lining up: AI spending digestion, uncertainty lifting, money supply and liquidity turning
• How skilled money follows flows instead of marrying stocks
• Investor sentiment extremes as a contrarian signal when sellers are already exhausted
• Why the stock market is not a real time health check for the economy
• Practical mindset shifts: don’t hide in cash without a plan, track liquidity and positioning over newsSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Felix Nikolas Prehn: The Four Cracks Shaking Europe
27 oktober 2026 · 20 min
We connect Europe’s unrest, factory closures, and capital flight into one financial story, then stack it against the United States to see which risks are already here and which could still arrive. We lay out a calm, three-step way to assess your exposure so you can protect your portfolio and retirement instead of reacting to scary headlines.
• the four “cracks” under Europe’s turmoil and how they link together
• why pay-as-you-go pensions break when demographics shift
• the three political exits: cut benefits, raise taxes, print money
• how inflation can hit savings without “taking” money
• why housing affordability locks out the under-35 generation
• how energy costs can unravel heavy industry and supply chains
• why capital flight is fast, quiet, and hard to reverse
• what America still has: cheaper energy and global trust
• a three-step plan: map exposures, stress-test what you own, keep learning Lees meerSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Felix Nikolas Prehn: Will Lab-Made Gold Crash The Gold Price
27 oktober 2026 · 22 min
We break down the viral claim that fusion technology can turn mercury into real gold, then run the numbers that most headlines skip. We also look at why the diamond comparison misleads, what central banks are doing with their own money, and how we think about miners after a sharp pullback.
• the physics of transmutation versus the economics of production
• why enriched mercury costs break the “cheap gold” narrative
• the radioactive delay problem and why it matters for supply
• the diamond crash explained as manufactured scarcity collapsing
• gold framed as the hard-to-produce counterweight to money printing
• central bank gold buying as a signal to watch
• inflation measured in time and why official figures feel off
• mining stocks selloffs, the “heartbeat” pattern, and why we wait Lees meerSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Felix Nikolas Prehn: Why $1.2 Trillion Vanished And What It Means For Your Portfolio
23 oktober 2026 · 20 min
A $1.2 trillion Nasdaq plunge looks like a crash, but we break down why it is a targeted AI trade sell-off with money rotating into defensive sectors. We also explain what hedge funds are doing, why junk-rated AI project debt matters, and how to think about protecting your portfolio when the S&P 500 starts moving with a handful of AI names.
• the real meaning of AI derating and why valuations reset
• Tesla CapEx cuts, Meta credit risk signals, and weak guidance as catalysts
• how hedge funds short stocks and why positioning hits five-year extremes
• what a short squeeze is and why snapbacks punish panic sellers
• why equal-weight S&P 500 strength points to sector rotation
• where the money goes: staples, utilities, healthcare, financials
• how project finance and junk bonds fund AI data centers
• why rising correlation can turn an AI problem into an index problem
• a high-probability options example on silver with clear risk warnings Lees meerSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Felix Nikolas Prehn: Why Central Banks Keep Buying Gold As Prices Fall
22 oktober 2026 · 24 min
Gold drops more than 3% in a day, yet central banks and top Wall Street research desks keep leaning into gold. We break down the short-term forces hitting the price, the long-term reasons demand is surging, and the practical ways to own gold without getting trapped by fees or bad storage. Lees meer
• central banks buying gold at roughly five times the old monthly pace
• how Goldman Sachs estimates hidden buying with real-time trade data
• why Bank of America frames the trade as long gold and anything but the dollar
• the real reason the price falls when oil rises and the Fed is expected to hike
• how rising US debt service and bond yields change the investing landscape
• crowding out from private borrowing and why hard assets get attention
• financial repression as a stealth way to shrink debt through inflation
• separating the short-term rate story from the long-term reserve story
• setting a plan: decide how much before when and define your calm level
• how to buy gold via physical, allocated vaulting, or gold-backed funds
• premiums, dealer red flags, and why allocated beats unallocatedSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Felix Nikolas Prehn: When The Money Gets Rewritten
19 oktober 2026 · 25 min
A currency reset can quietly rewrite the value of your savings while you are still playing by the old rules. We lay out a calm plan built around what holds value outside fragile promises, plus the simple tests we use to spot businesses that can survive inflation and tightening money. Lees meer
• Defining a currency reset in plain terms and why it can feel quieter than a crash
• Explaining how savings and pensions become claims inside the system that can be written down
• Showing why the careful saver can be more exposed than the gambler
• Breaking down three asset classes that tend to hold value when old money gets devalued
• Physical gold as hard money plus the key risk of paper gold claims
• Property as shelter and utility plus the downside of being easy to tax and impossible to move
• Why productive and self-sufficient property is more resilient than fragile “address value”
• The mortgage twist where fixed debt can shrink in real terms if payments stay affordable
• Why stocks are not one single thing and how pricing power can preserve real value
• Three stock filters we use: pricing power, something hard to copy, and manageable debt
• Why diversification matters and why going all-in on one hedge can backfireSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Felix Nikolas Prehn: How AI Infrastructure Fueled By Borrowing Can Break Markets
19 oktober 2026 · 24 min
We break down why CoreWeave, a little-known AI “NeoCloud” lender-dependent business, may be the first crack in the AI plumbing that index funds rely on. We connect insider selling, distressed debt pricing, and credit default swap signals to a bigger question: whether AI is facing a borrowed-money reset similar to the dot-com era.
• CoreWeave’s business model of buying NVIDIA chips and renting AI compute by the hour
• Founder share sales and why Form 4 insider filings matter for ordinary investors
• How bond prices, yields, and credit default swaps can warn before stocks react
• The dot-com “plumbing” lesson from Cisco, Amazon, and the Nasdaq drawdown timeline
• Why a reset can shift money toward owners of scarce compute and away from heavy borrowers
• Goldman Sachs’ key warning about too much capital chasing too little power-ready compute
• What we watch next: Nasdaq technical levels, debt insurance costs, earnings delivery, insider alerts Lees meerSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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AI Lending Risk: How Banks Earn Fees And Transfer Exposure
17 oktober 2026 · 24 min
AI lending has become a case study in how Wall Street's fee machine operates. In this episode, Felix Nikolas Prehn, a former investment banker, traces the mechanics of a five billion dollar loan arranged by Goldman Sachs and JP Morgan for AI chip company Volta Infrastructure. The banks collected fees but declined to hold most of the loan, placing 3.7 billion dollars on a best efforts basis for sale to pension funds and insurers. The loan carries an 11 per cent interest rate, well above the junk bond average of 8 per cent. Meanwhile Oracle's data centre debt is trading below face value, with bankruptcy insurance costs at levels not seen since 2009. Prehn notes that Goldman's own trading desk advised institutional clients to derisk from AI exposure in the same week its research analysts issued buy recommendations, illustrating how different parts of one institution serve different purposes within the transaction machine. Lees meer
In this episode:
00:00 Goldman Sachs and JP Morgan refused to hold their own AI chip loan
03:03 How the bank fee machine works in plain terms
05:06 Risk transfer from banks to pension funds and insurers
09:40 Bank price targets on Meta, Micron and Nvidia
11:12 Price targets feed the transaction and fee cycle
12:44 Goldman traders tell institutional clients to derisk from AI
13:48 Volta Infrastructure loan structure and best efforts clause
15:48 Eleven per cent interest rate signals elevated riskSources mentioned:
Goldman Sachs, https://www.goldmansachs.com
JP Morgan, https://www.jpmorgan.com
Morgan Stanley, https://www.morganstanley.com
BNP Paribas, https://www.bnpparibas.com
Truist, https://www.truist.com
Cantor Fitzgerald, https://www.cantor.com
Oracle, https://www.oracle.com
Volta Infrastructure
Bitdeer, https://www.bitdeer.com
Anthropic, https://www.anthropic.comFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financi…
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Felix Nikolas Prehn: Who Really Funds The AI Boom
16 oktober 2026 · 24 min
We break down a $5 billion AI chip loan that major banks arranged, took fees on, and then mostly refused to hold, because the real story is risk transfer, not technology. We show how bullish AI research, quiet de-risking by trading desks, and “best efforts” loan language can point to the same machine pushing exposure toward pensions and insurers. Lees meer
• banks earning upfront fees while offloading loan risk to institutional buyers
• why “best efforts” changes who holds the bag when demand dries up
• how price targets and bullish research keep the transaction machine running
• a direct contrast between research saying buy and traders saying de-risk
• what an 11% loan rate signals about AI infrastructure credit risk
• Nvidia’s unusual position as both chip seller and investor in the borrower
• Oracle data center debt stress as a broader sign of tightening AI financing
• how AI data centers link to energy demand, grid buildouts, and oil pricing
• the practical skill gap: learning financial vocabulary to read headlines differentlySupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Silver To S&P 500 Ratio: Why It Signals A Historic Low
15 oktober 2026 · 26 min
Silver priced against the S&P 500 is sitting near its lowest reading in half a century, a level that has preceded every major multi-year silver rally of the past fifty years. In this episode Felix Nikolas Prehn traces two rule changes driving the shift. First, Basel 3 net stable funding requirements now force banks to hold 85 per cent cash backing against unallocated paper silver, pushing them towards physical metal and raising costs on what was once a profit centre. Second, China replaced its 25 year old silver export regime at the start of this year with tight licensing, restricting outflows from refiners that handle an estimated 60 to 70 per cent of global refined silver exports. Meanwhile COMEX registered inventories have fallen from 114 million ounces to roughly 76 million, the world has run a silver supply deficit for six consecutive years, and the solar industry alone consumes about 20 per cent of annual mine output. Felix outlines a three signal framework and stresses that silver remains highly volatile. Lees meer
In this episode:
00:00 Silver to S&P 500 ratio near a 50 year low
03:00 How the ratio chart has preceded past silver rallies
07:00 Basel 3 and the 85 per cent unallocated silver funding rule
10:52 China tightens silver export licensing after 25 years
14:11 Chinese silver imports surge and solar demand at 20 per cent of supply
16:36 COMEX vault drawdowns and paper leverage at 7.6 to 1
19:00 Three signal framework for silver and stocks
22:47 Volatility warning and risk management guidanceSources mentioned:
Bank for International Settlements (Basel 3), https://www.bis.org
Silver Institute (World Silver Survey), https://www.silverinstitute.org
COMEX (CME Group), https://www.cmegroup.com
Bloomberg, https://www.bloomberg.com
Brinks, https://www.brinks.comFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither do…
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Petrodollar System: Saudi Arabia, Gold And The Dollar
15 oktober 2026 · 20 min
The petrodollar system built in 1974 tied Saudi oil sales to the dollar and recycled the proceeds into American assets. Felix Nikolas Prehn explains how the recent missile strike on Riyadh's main airport has accelerated a quiet shift in Saudi Arabia's security and financial alignments. With defence pacts now signed with Turkey and Pakistan, and calls going to Paris and Islamabad rather than Washington, the episode examines whether the other side of the original bargain still holds. It covers Saudi Arabia's sale of roughly 11 billion dollars in US treasuries in a single month, the fixed riyal peg maintained since 1986, the mBridge payment system that bypasses the dollar, and central banks continuing to buy gold through its worst quarter since 2013. Prehn argues the key signal to watch is Saudi Arabia's official gold reserves, a number that has barely moved for years but may soon start climbing. Lees meer
In this episode:
00:00 Missile strike on Riyadh airport and US response
00:57 Origins of the 1974 petrodollar arrangement
04:07 The Saudi riyal peg and foreign reserves
06:30 Saudi treasury sales and shifting alliances
07:48 Strait of Hormuz, Red Sea and shipping costs
09:07 mBridge and alternatives to dollar settlement
10:18 Central banks buying gold into a downturn
10:59 Portfolio checks for oil shock exposureSources mentioned:
The New York Times, https://www.nytimes.com
Saudi Central Bank (SAMA), https://www.sama.gov.sa
mBridge (BIS project), https://www.bis.orgFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast.
Newsletter: Winston Daily, https://winstondaily.com
Research: https://prehninstitute.com
Author site: https://felixprehn.comSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Felix Nikolas Prehn: What Happens When Interest Costs Outrun Growth
14 oktober 2026 · 21 min
I break down the growing signs that the US Treasury is leaning on the bond market while long-term yields keep rising anyway. Then I connect that bond math to real life: mortgage rates, inflation pressure tied to AI spending, and how concentrated the stock market has become. Lees meer
• how Treasury yields act as the price of money for mortgages, loans, and pensions
• why foreign demand is fading and why the Fed is no longer the default buyer
• what Treasury buybacks signal and why shifting to short-term bills changes the risk
• Morgan Stanley’s R versus G framework and what happens when interest costs outrun growth
• how AI investment can push inflation higher through chips, hardware, and software pricing
• why AI-driven stock market concentration looks like a classic bubble setup
• three practical moves: map what you own, check companies for debt risk, stop assuming long bonds are safeSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Japan Bond Crisis And The Dollar: Why Gold Is Not Ready
13 oktober 2026 · 21 min
Japan's 30-year government bond yield hit a record 4.18 per cent, a event Felix Nikolas Prehn argues is a dress rehearsal for what awaits the United States and other heavily indebted economies. The episode traces the so-called widow maker trade, which bet against Japanese bonds for three decades and has now finally paid off, wiping more than 200 billion dollars from Japanese equities in a single session. Prehn draws parallels between today's AI-driven speculation and the NASDAQ bubble of 2000, noting that global yields have reached levels not seen since 2007 or earlier. He examines how the dollar has lost roughly 88 per cent of its purchasing power since 1971 and warns that the paper gold market carries far more claims than physical metal in vaults. Many gold funds, he notes, hold no actual bars, leaving holders with promises rather than protection. Lees meer
In this episode:
00:00 Japan's 30-year bond yield hits an all-time high of 4.18 per cent
01:00 The widow maker trade finally pays off after three decades
05:02 How the Bank of Japan suppressed rates by buying its own debt
06:02 The yen weakens as the price of sustained money printing
07:02 AI capital spending collides with rising global interest rates
08:04 Parallels between today's valuations and the NASDAQ 2000 crash
10:05 US 30-year yields touch 5.3 per cent amid a global bond sell-off
12:09 The dollar has lost 88 per cent of purchasing power since 1971Sources mentioned:
Financial Times (global bond sell-off reporting), https://www.ft.com
Warren Buffett (referenced via associate remarks on internet bubble)
Kevin Warsh (Federal Reserve)Felix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast.
Newsletter: Winston Daily, https://winstondaily.com
Research: https://prehninstitute.com
Author site: https://felixprehn.comSupport the show
👉 Claim 99% Off…
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Monetary Reset: Gold Outflows, Digital Dollar And Fed Pressure
13 oktober 2026 · 23 min
A monetary reset is already under way, according to Felix Nikolas Prehn, a former investment banker who traces four concurrent developments back to a single cause. European central banks are shipping gold home from New York vaults for the first time in decades. Norway's sovereign wealth fund has proposed cutting roughly 80 billion dollars of US treasury holdings. Twenty one of the world's largest banks, including Goldman Sachs, Citi and Bank of America, have announced a joint US dollar stablecoin set to launch in 2027. Meanwhile the US president has publicly pressured the Federal Reserve to cut rates ahead of its September meeting. Prehn argues these moves all reflect eroding trust in the existing dollar system and draws a parallel with the Netherlands' gold conversion request in 1971, which preceded the end of dollar gold convertibility. He concludes that holding diversified hard assets and businesses with pricing power is a more prudent stance than remaining fully concentrated in a top heavy index. Lees meer
In this episode:
00:00 The September Fed deadline and presidential pressure on rate cuts
01:02 Gold physically leaving American vaults for Europe
05:09 S&P 500 concentration in ten stocks driving 72 per cent of gains
07:41 Gold as a trust barometer for the dollar system
09:11 The 1971 Dutch gold request and the Nixon shock parallel
12:14 Norway's sovereign wealth fund trimming US treasuries
13:45 Japan's market wobble as the first crack in the system
14:47 Twenty one banks building a digital dollar stablecoin for 2027Sources mentioned:
Federal Reserve Bank of New York, https://www.newyorkfed.org
Norges Bank Investment Management (Norway sovereign wealth fund), https://www.nbim.no
Jan Nieuwenhuijs (gold analyst)
GENIUS Act (US stablecoin legislation)
Berkshire Hathaway (Warren Buffett), https://www.berkshirehathaway.comFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. Th…
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US Debt Buyback Programme: What Doubling Money Printing Means
12 oktober 2026 · 22 min
The US Treasury's decision to double its debt buyback programme and run it through to early November is the focus of this episode. Felix Nikolas Prehn, a former investment banker, traces how the government is creating new money to purchase its own long-dated bonds at the same time as Japan, historically the most loyal foreign holder of American debt, sold roughly 88 billion dollars of US bonds in a single month. He sets out how real world inflation since 2020 has, in his view, exceeded 100 per cent, and notes that the dollar has lost roughly 93 per cent of its value since 1971 on official figures alone. He examines the additional pressure of an estimated one trillion dollars in corporate borrowing for AI data centres, the physical movement of gold out of US vaults at record levels, and the concentration of S&P 500 gains in just ten names. He concludes that holding assets with real pricing power matters more than ever when the money supply is expanding this fast. Lees meer
In this episode:
00:00 Treasury doubles its debt buyback programme through to November
01:00 Physical gold leaving US vaults at record export levels
01:33 Japan sells 88 billion dollars of American debt in one month
04:05 Real inflation since 2020 estimated at well over 100 per cent
05:36 How the buyback mechanism works and who pays for it
06:36 Fed rate expectations diverge from government loosening
13:46 AI buildout adds roughly one trillion dollars in new corporate debt
17:19 Pattern matches the 1971 closing of the gold windowSources mentioned:
US Treasury refunding statement, https://home.treasury.gov
Japanese investor holdings of US debt (Ministry of Finance Japan), https://www.mof.go.jp/english/
US Bureau of Labour Statistics (dollar purchasing power), https://www.bls.govFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast.
News…
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Felix Nikolas Prehn: What Happens If The World Stops Needing Dollars For Oil
12 oktober 2026 · 20 min
A missile strike in Saudi Arabia kicks off a chain reaction that can end in higher inflation and a weaker dollar, even if you never follow foreign policy. We connect the 1974 petrodollar deal, the Saudi riyal peg, central bank gold buying, and what to check in your own holdings before the market reprices risk.
• the missile strike as a currency and portfolio story
• why oil spikes hit gas, groceries, heating, then investments
• the 1974 oil for dollars arrangement and why it supports the US dollar
• how the Saudi riyal peg forces Saudi rates to shadow the Fed
• what it means when Saudi trims US Treasuries
• the physical risk in shipping routes and refinery targets
• the financial side door of non dollar settlement systems like mBridge
• why central bank gold buying matters even when gold prices fall
• a simple at home checklist to map holdings and stress test for inflation Lees meerSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Felix Nikolas Prehn: The Credit Reset
12 oktober 2026 · 23 min
We break down why America’s jump in borrowing costs signals a credit reset that can ripple through mortgages, pensions, and stock valuations long before mainstream headlines change. We connect cracked corporate bond charts in AI-linked giants to broad market weakness, then map out why silver and long-term bonds could become opportunity zones if the Fed is forced to respond. Lees meer
• defining the credit reset in plain English and why yields reprice everything
• showing how higher Treasury yields collide with $40T in government debt
• walking through the three policy doors and why inflationary money printing is tempting
• reading bond market stress in Oracle, SpaceX, Meta-linked financing, and Paramount
• explaining concentration risk as AI becomes a huge share of index performance
• unpacking the $1.6B silver outflow and how trend funds plus leverage create forced selling
• outlining why metals can benefit when the Fed expands liquidity, with clear risks if it does not
• making the contrarian case for long-term bonds and how duration cuts both ways
• emphasizing process over predictions, plus position sizing and downside controlSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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Fed Losing Control: How AI Borrowing Reshapes Bonds And Gold
11 oktober 2026 · 25 min
The Federal Reserve is losing its grip on long term interest rates, according to senior Goldman Sachs traders who describe the central bank as more passenger than driver. Felix Nikolas Prehn walks through the mechanism: technology companies building AI infrastructure are on track to issue more debt than the US government next year, with borrowing approaching 1.3 trillion dollars. That wave is absorbing global savings, pushing bond yields higher and creating inflation before any productivity gains arrive. Meanwhile, central banks have doubled annual gold purchases to over 1,000 tonnes, absorbing roughly a third of new mine supply and thinning the market available to other buyers. Goldman's metals desk calls the recent gold pullback an elongated pause rather than a top, viewing 4,000 dollars an ounce as a floor. Silver offers larger potential moves in both directions owing to its far thinner investment market. The episode concludes that inaction carries its own considerable risk. Lees meer
In this episode:
00:00 Goldman traders say the Fed is now a passenger
01:33 Gold desk calls the dip an elongated pause
04:38 AI borrowing set to dwarf US government debt
06:10 The global savings glut era is declared over
08:41 AI spending is inflationary before productivity arrives
09:42 Government bond buybacks called a firecracker in a hurricane
16:48 Central banks doubled gold purchases to over 1000 tonnes
20:24 Silver offers bigger upside but violent dropsSources mentioned:
Goldman Sachs cross-asset trading desk, https://www.goldmansachs.com
Tony Kim, Goldman Sachs global metals trading
Mark Wilson, Goldman Sachs equity franchise salesFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast.
Newsletter: Winston Daily, https://winstondaily.com
Research: https://prehninstitute.com
Author site: https://felixprehn.comSup…
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Gold And The Financial Reset: Why Central Banks Are Buying
11 oktober 2026 · 25 min
Gold pulled back roughly 20 per cent from its highs, yet central banks bought a record amount in a single quarter, spending some 40 billion dollars on the metal. Felix Nikolas Prehn connects this buying spree to a broader pattern: Bank of America data showing productivity and consumer confidence falling together for the first time since 2008, despite 1.5 trillion dollars already spent on AI. He examines the concentration risk inside the S and P 500, where 70 per cent of this year's gains came from just ten AI related stocks. He outlines the BRICS backed Unit settlement system, designed to bypass SWIFT and underpinned by 40 per cent gold, potentially launching later this year. Drawing parallels with the 1940s, when the Federal Reserve pinned rates to absorb government debt and inflation halved the purchasing power of savings in six years, he argues the same debt playbook is repeating now with US debt again above 120 per cent of GDP. Lees meer
In this episode:
00:00 Productivity and consumer confidence fall together for the first time since 2008
03:32 1.5 trillion dollars spent on AI with no measurable productivity gain
05:05 Altman, Amodei and Musk call to slow AI development
06:06 Ten stocks account for 70 per cent of S and P 500 returns this year
11:12 Central banks bought a record amount of gold in a single quarter
13:14 The Unit settlement system backed by 40 per cent gold explained
14:46 Goldman Sachs and JP Morgan gold price targets up to 6000 dollars
17:23 The 1940s debt playbook and how it quietly eroded savingsSources mentioned:
Bank of America (Michael Hartnett research)
Goldman Sachs, https://www.goldmansachs.com
JP Morgan, https://www.jpmorgan.com
ING, https://www.ing.com
Financial Times, https://www.ft.com
Kitco, https://www.kitco.com
OpenAI (Sam Altman), https://www.openai.com
Anthropic (Dario Amodei), https://www.anthropic.comFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Pre…
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Sulphuric Acid Ban And Dollar Crisis: What Comes Next
10 oktober 2026 · 26 min
Sulphuric acid may be an obscure commodity, but its sudden disappearance from global markets matters. Felix Nikolas Prehn explains how Russia's export ban, following China's earlier cut, removes the two largest suppliers of a chemical essential to fertiliser production. The remaining supply depends on Middle Eastern sulphur shipped through the Strait of Hormuz, the same chokepoint carrying a fifth of the world's oil. With crude above one hundred dollars a barrel and Chevron's chief executive stating that price buffers are exhausted, Prehn argues that energy and food inflation will arrive together. He then examines how Washington's sanctions programme is pushing foreign holders away from the dollar, why hedge funds sitting on 2.2 trillion dollars of leveraged treasury positions pose a systemic risk, and why central banks have bought 22 billion dollars of gold in three weeks. He concludes that the Federal Reserve is trapped between defending the bond market and defending the currency, and that the likely outcome is further money printing. Lees meer
In this episode:
00:00 Russia bans sulphuric acid exports, following China's earlier cut
01:02 Half the world's sulphur transits the Strait of Hormuz
02:02 Oil above one hundred dollars and rising
03:05 Fertiliser shortage threatens food prices
04:05 Chevron CEO says price buffers are exhausted
06:40 Dollar weaponised through sanctions on Iran
10:43 Hedge funds hold 2.2 trillion dollars in leveraged treasury trades
17:53 Fed trapped between bond market and dollar stabilitySources mentioned:
Chevron (CEO remarks on fuel crisis), https://www.chevron.com
US Treasury (Operation Economic Outcast sanctions), https://home.treasury.gov
Federal Reserve, https://www.federalreserve.govFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast.
Newsletter: Winston Daily, https:…
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Rate Hikes And Oil Shocks: Why Central Banks Are Buying Gold
10 oktober 2026 · 25 min
Gold and its role during supply side inflation form the core of this episode. Felix Nikolas Prehn, an economist and former investment banker, traces the parallels between the current environment and the 1970s oil shock, when gold rose from roughly 100 dollars to 850 dollars. He argues that raising interest rates does not address inflation driven by energy input costs and instead punishes borrowers while leaving the underlying price pressure intact. The episode examines how 8 trillion dollars of US government debt must be refinanced at higher rates, why the debt to GDP ratio now matches post war levels, and how that constrains the authorities from holding rates high long enough to suppress inflation. Central banks are responding by buying gold at the fastest pace since the late 1990s. Prehn concludes that inflation is likely to run hotter than official figures suggest, eroding the purchasing power of cash and concentrated equity portfolios alike. Lees meer
In this episode:
00:00 Fed raises rates into an oil shock
01:02 Farming input costs and diesel prices surge
03:34 Supply side versus demand side inflation explained
08:08 Energy costs multiply through the economy
09:39 Dollar purchasing power decline since 2000
12:43 Government debt refinancing at higher rates
14:17 Volcker era compared with current debt levels
19:55 Central bank gold buying at fastest pace in decadesSources mentioned:
Financial Times, https://www.ft.com
US Federal Reserve, https://www.federalreserve.gov
John Boyd Jr. (American farmer)Felix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast.
Newsletter: Winston Daily, https://winstondaily.com
Research: https://prehninstitute.com
Author site: https://felixprehn.comSupport the show
👉 Claim 99% Off the Financial Freedom Program. Use coupon 99PC at checkout https://felixfriends.org/stocks
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US Oil Reserve At 44 Year Low: What Three Signals Reveal
9 oktober 2026 · 20 min
The US strategic petroleum reserve has fallen to its lowest level since 1982 after 26 consecutive weeks of withdrawals. Felix Nikolas Prehn, an economist and former investment banker, argues this drawdown is not about supply shortages but about suppressing the oil price to keep inflation figures manageable while the government prepares to print more money. He links the reserve depletion to two other developments: the US Treasury doubling its own debt buybacks to four billion dollars per operation, and the fact that three private companies, SpaceX, Anthropic and OpenAI, are now valued above 45 years of public tech listings combined. Household exposure to equities has reached a record, with five stocks making up 30 per cent of the S&P 500. Prehn notes that central banks are buying gold at the fastest pace since 1997 and that informed sellers are rotating out of technology names into cash generating businesses. He concludes that the dollar has lost 93 per cent of its purchasing power since 1971 and that the same pattern is being repeated. Lees meer
In this episode:
00:00 US strategic petroleum reserve at a 44 year low
01:02 Three signals appearing at the same time
02:33 Debt trap and why inflation is the only political exit
04:37 Venezuelan oil cannot meet reserve specifications
05:38 Manufactured calm before an inflation spike
08:41 Treasury doubles buybacks of its own debt
11:46 Three private firms worth more than 45 years of IPOs
15:19 Informed money rotates into boring toll booth businessesSources mentioned:
US Strategic Petroleum Reserve data, https://www.energy.gov
US Department of the Treasury, https://home.treasury.gov
Berkshire Hathaway, https://www.berkshirehathaway.com
SpaceX, https://www.spacex.com
Anthropic, https://www.anthropic.com
OpenAI, https://www.openai.comFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and nei…
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Dollar Reset: How Inflation Is Being Quietly Recalibrated
9 oktober 2026 · 20 min
The dollar reset now under way is not a dramatic redenomination but a slow widening gap between official inflation figures and actual living costs. Felix Nikolas Prehn traces the chain from mortgage rates approaching 8 per cent to the bond market repricing risk at levels last seen before the 2008 crisis. He outlines Bill Ackman's argument that rate rises may be feeding rather than fighting inflation, because AI capital spending and embedded financing costs pass straight through to consumer prices. The episode then examines how the government is changing the PCE calculation method, which one Wall Street strategist estimates could shave half a percentage point off reported inflation without any price in a shop falling. Prehn shows how the Treasury's TGA account is injecting tens of billions into the banking system independently of the Fed, effectively making the Treasury the real central bank. He concludes that the combination of reported lower inflation and quietly looser liquidity amounts to a slow transfer from savers to the government. Lees meer
In this episode:
00:00 Mortgage rates jump toward 8 per cent overnight
01:00 Bill Ackman argues rate rises may feed inflation
05:01 AI spending ignores higher borrowing costs
07:01 The Fed faces two losing doors on rates
10:32 Government changing how PCE inflation is measured
13:05 Prices up 2200 per cent since 1940
14:06 The quiet dollar reset plan explained
15:36 Treasury TGA account becomes the real central bankSources mentioned:
Bill Ackman
Tom Lee, Fundstrat
US Treasury General Account (TGA), https://fiscaldata.treasury.gov
Federal Reserve PCE inflation measure, https://www.bea.gov
New York Fed conference on overnight lending, https://www.newyorkfed.orgFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast.
Newsletter: Winston Daily, https://winstondaily.c…
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Money Supply Growth And Stock Markets: Where The Cash Flows
8 oktober 2026 · 19 min
Money supply in America is growing at its fastest pace since 2022, reaching 23 trillion dollars, and Felix Nikolas Prehn argues this matters more for stock prices than the economic headlines suggest. The episode sets out why high oil prices now benefit American shareholders rather than draining the economy, given that the United States produces roughly 66 per cent more crude than Saudi Arabia. It examines the collapse in real estate job openings, which halved between July and August to their lowest level in the available data, and explains how that weakness may give the Federal Reserve cover to stop raising rates. Prehn notes that 82 per cent of S and P 500 constituents are down even as the index rises, meaning printed money is flowing into a narrow band of stocks rather than lifting the broad market. He draws on the AAII sentiment survey, where 48 per cent of respondents expect lower prices, and historical episodes in which extreme bearishness preceded strong rallies. Lees meer
In this episode:
00:00 Scary headlines each have a second half the news omits
02:01 America is the largest oil producer and benefits from high prices
04:06 Oil company fundamentals and cash flows are improving
05:07 82 per cent of S and P 500 stocks are down despite index gains
06:37 Skilled money follows the trend rather than buying and holding
07:38 Real estate job openings halved to their lowest recorded level
09:10 Weak housing data may give the Fed cover to ease off rates
10:11 The stock market is not an economic thermometerSources mentioned:
U.S. Energy Information Administration (oil production data), https://www.eia.gov
Federal Reserve M2 money supply data, https://www.federalreserve.gov
Bureau of Labour Statistics (job openings data), https://www.bls.gov
American Association of Individual Investors (AAII) sentiment survey, https://www.aaii.comFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. …
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Financial Repression: How Inflation Is Used To Shrink Debt
8 oktober 2026 · 22 min
Financial repression is the mechanism by which governments keep interest rates below the rate of inflation, quietly transferring wealth from savers to the state. In this episode Felix Nikolas Prehn traces the policy from a recent presidential admission that inflation will pay off the national debt very rapidly to a Bank for International Settlements study showing the same method erased 2 to 3 per cent of GDP in debt each year after the Second World War. He sets out why the four conventional options for addressing 40 trillion dollars of US debt, raising taxes, cutting spending, defaulting or debasing the currency, leave only debasement as politically survivable. He examines the widening K-shaped economy, presents an hours of work index now at 341 compared with 100 in 2000, and warns that forcing rates down risks eroding the dollar's reserve status if confidence breaks. Lees meer
In this episode:
00:00 President states inflation will pay off the debt
02:34 The full quote from the magazine interview
04:11 Treasury secretary says the US can grow out of 40 trillion
05:14 Financial repression defined and explained
06:16 Post-war debt erased by holding rates below inflation
06:46 Four options for 40 trillion and why only one survives
10:41 Why interest rates must be forced below inflation
15:40 Hours of work index at 341 versus 100 in 2000Sources mentioned:
Time magazine interview with the president
Bank for International Settlements study on financial repression (2011), https://www.bis.org
CNBC interview (2016), https://www.cnbc.com
Washington Post interview, https://www.washingtonpost.com
Alan Greenspan quote on printing money
Federal Reserve wealth distribution data, https://www.federalreserve.gov
Ray Dalio on beautiful deleveragingFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast.
Newsletter: Winston D…
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Felix Nikolas Prehn: Why Gold Drops When Debt Breaks
7 oktober 2026 · 19 min
Global bond markets start to fracture at the same time gold takes a sharp hit, and we connect those headlines into one coherent debt story. We walk through why gold can drop at the start of a crisis, how financial repression quietly erodes purchasing power, and what to look at in your portfolio before the herd catches up. Lees meer
• Japan’s record 30-year bond yield as the first domino for global borrowing costs
• France-led European bond selloff spreading to major economies as the “safe room” warms up too
• US debt interest costs surging while the “strong economy” narrative fails to explain synchronized global yield rises
• Three mechanical reasons gold falls even when risk rises: stronger dollar, crowded positioning, margin and stop-loss cascades
• Paper gold versus physical metal and why screen prices can mislead during liquidity stress
• Financial repression explained in plain English: rates held below inflation as a quiet tax on savings
• “Hours of work” inflation lens that reframes what an income can actually buy over time
• Practical moves: avoid panic selling, resize positions, and filter holdings by dependence on cheap debt
• Why gold often sells off first in crises, then rallies once money printing acceleratesSupport the show
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Bond Market Crisis: Why Gold Falls When Debt Breaks
7 oktober 2026 · 19 min
Bond yields are climbing simultaneously in Japan, Europe and the United States, and Felix Nikolas Prehn argues these are not separate headlines but a single debt crisis unfolding across the developed world. Japan's 30-year yield has reached an all-time high while carrying debt of roughly 260 per cent of output. France's bond selloff is spreading to Italy, Belgium and Greece, and even German yields are rising. In America, annual interest on federal debt has reached 1.25 trillion dollars. Gold has fallen alongside these moves, which Prehn attributes to dollar strength, a crowded trade and forced selling through margin calls on the paper market. He traces the same pattern in the 1970s and 2008, when gold dropped early in a crisis before repricing sharply higher once money printing accelerated. Broad money supply is now growing at its fastest pace in four years, and Prehn concludes that governments intend to inflate the debt away through sustained financial repression. Lees meer
In this episode:
00:00 Japan 30-year bond yield hits all-time high
03:17 Europe's bond selloff spreads from France to Italy, Belgium and Greece
04:19 US debt interest reaches 1.25 trillion dollars a year
05:28 Three reasons gold is falling despite the debt crisis
09:37 Financial repression explained and the plan to inflate debt away
12:13 Hours of work index shows real purchasing power has tripled in cost
14:03 Historical pattern of gold dropping before repricing higher
16:08 How to assess portfolio exposure through a debt lensSources mentioned:
Bank of Japan, https://www.boj.or.jp/en/
Alan GreenspanFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast.
Newsletter: Winston Daily, https://winstondaily.com
Research: https://prehninstitute.com
Author site: https://felixprehn.comSupport the show
👉 Claim 99% Off the Financial Freedom …
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Government Debt Crisis: Why Inflation Is The Only Way Out
7 oktober 2026 · 42 min
Government debt levels in the United States and other major economies have reached a point where the only politically viable exit is sustained inflation funded by money printing, according to Felix Nikolas Prehn, economist and former investment banker. The episode traces how the US used the same approach after the Second World War and in the 1970s, and how Japan has run a version of it since the 1990s. Felix examines the rapid growth in M2 money supply, the concentration of stock market gains in a narrow band of AI related companies, and the risk of an eventual correction when capital spending overshoots. He discusses central bank gold purchases as a response to the freezing of Russian reserves, the limited alternatives to the dollar, and the likelihood that AI will prove deflationary over time but not before a speculative bubble bursts. His conclusion is that holding cash is a near certain loss and that assets, despite their risks, remain the rational choice. Lees meer
In this episode:
02:00 Negative economic signals but why stocks can still rise
05:20 M2 money supply growth and government stimulus
10:37 Inflation as the only tool to reduce government debt
14:14 Hours of work index and real cost of assets
17:43 AI spending bubble and the risk of a sharp correction
25:02 Japan as a template for US debt management
30:52 Central bank gold buying after Russian asset freezes
35:14 Dollar dominance and stablecoins as a prop for demandSources mentioned:
Federal Reserve M2 money supply data, https://www.federalreserve.gov
AAII (American Association of Individual Investors) sentiment survey, https://www.aaii.com
Prehn Institute
Jim RogersFelix Nikolas Prehn is an economist and former investment banker. He co-founded TradeVision.io and founded Winston Daily and The Prehn Institute. The Prehn Institute gives no financial advice, and neither does this podcast.
Newsletter: Winston Daily, https://winstondaily.com
Research: https://prehninstitute.com
Author site: https://felixprehn.… -
Felix Nikolas Prehn: How Governments Shrink Debt By Making Money Weaker
5 oktober 2026 · 22 min
We lay out what it means when a US president says inflation can “pay off” the national debt and why that turns savers into the funding source. We break down financial repression, the deadline created by high rates, and how to choose the side of the trade that benefits when dollars buy less.
• the full quote and why it signals policy intent
• why politicians avoid tax rises, spending cuts, and default
• financial repression as rates below inflation
• how savers quietly cover the bill through lost purchasing power
• the post World War II precedent for inflating debt away
• why today’s bond yields and refinancing create a ticking clock
• how forced rate cuts change markets and portfolios
• checking inflation exposure and spotting “zombie” stocks
• who wins and loses in a K-shaped economy
• the risk of weakening dollar trust and capital flight Lees meerSupport the show
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Felix Nikolas Prehn: Why High Oil Prices Can Boost American Stocks
2 oktober 2026 · 18 min
Scary headlines sound like a sell signal, but I walk through the “second half” of each story and why it can point to opportunity instead of panic. I connect oil, housing, Fed policy, investor fear, and money supply to one simple question: which way is the money moving? Lees meer
• high oil prices as a potential tailwind for US producers and energy supply chains
• why the biggest winner from expensive oil can be America
• using quality signals like revenue, profit, and cash flow instead of buying “oil” broadly
• S&P 500 concentration risk and why most constituents can be down while the index looks fine
• why professional money follows flows and trends rather than holding forever
• housing as the first place rate pressure breaks and how that affects Fed decisions
• why the stock market can rise during ugly economic periods and fall during strong job markets
• AAII investor bearishness as a contrarian indicator when fear gets extreme
• M2 money supply growth, liquidity, and why cash can melt under inflation
• practical mindset shift from “how’s the economy” to “where’s the money going”Support the show
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Felix Nikolas Prehn: Mortgage Rates Hit 7.45%
29 september 2026 · 20 min
We connect the sudden jump in US mortgage rates to the bond market and lay out why the Fed can look tough while inflation pressures keep building underneath. We also explain how a change to the PCE inflation calculation and quiet Treasury liquidity moves can create a growing gap between official numbers and real-life bills. Lees meer
• how the 10-year Treasury yield drives 30-year mortgage rates
• why investors, not the Fed, set the price of borrowing for homes
• Bill Ackman’s argument that higher rates can raise prices through embedded financing costs
• how AI spending and supply shortages can keep demand hot despite rate hikes
• why buy and hold index fund logic gets harder when rates and prices rise together
• what “follow the money” means and how institutions adjust positioning
• how PCE methodology changes can lower reported inflation without lowering prices
• why long-run inflation acts like a quiet transfer from savers to big borrowers
• what the Treasury General Account signals about hidden liquidity supportSupport the show
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Felix Nikolas Prehn: Bond Yields Are Rewriting Your Life
27 september 2026 · 15 min
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The Inflation Trap
23 september 2026 · 20 min
We connect a 44-year low in the Strategic Petroleum Reserve to a larger setup that looks like manufactured calm today and a harsher inflation bill later. We also trace how debt buybacks, private-market megavaluations, and stock market concentration can quietly shift risk onto ordinary savers while “skilled money” positions for the next phase.
• strategic petroleum reserve drawdowns as a tool to suppress oil and diesel prices
• why “refilling with Venezuelan oil” doesn’t solve the near-term problem
• the inflation trap logic: push rates down while inflation stays higher
• Treasury buybacks explained as debt support that functions like money printing
• why private AI valuations matter to public-market investors
• index fund concentration risk when a few names dominate
• how to “follow the money” using filings and insider behavior
• examples of positioning toward cash-flow businesses and away from crowded trades
• why central bank gold buying matters for currency risk and purchasing power
You can grab yourself a free ticket for that at inflationtrap.com. Go and grab a seat while you're thinking about it, because there'll be no replay. If you're doing that, write Thrive in the comments down below. Lees meerSupport the show
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Rate Hikes Into An Oil Shock
22 september 2026 · 25 min
We lay out why a Fed rate hike during an oil shock can squeeze the economy without fixing the real cause of inflation. We connect the dots between supply-side inflation, government debt refinancing, and why central banks are quietly buying gold while cash holders fall into an inflation trap. Lees meer
• why oil-driven inflation behaves differently than demand-driven inflation
• how higher diesel and fertilizer costs flow into food prices and the wider economy
• what stagflation means and why the 1970s still matters
• why rate hikes can punish borrowers while prices stay high
• what the long-term charts say about the dollar, home prices, and gold
• how refinancing trillions in Treasuries constrains how “tough” the Fed can be
• why we call the quarter-point hike theater when debt costs are rising
• what happens if bond buyers disappear and the Fed has to step in
• why central banks accumulating gold is a signal worth watching
• how the cash trap quietly erodes savings and retirement plans
• why we avoid panic selling and focus on knowing what you actually ownSupport the show
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The Fertilizer Shockwave
16 september 2026 · 26 min
A sulfuric acid export ban sounds boring until we trace how it can choke fertilizer supply, reduce food output and collide with $100 plus oil to drive a sharp inflation shock. We connect that real-world squeeze to dollar weaponization, hedge fund leverage in Treasuries and why professional money is positioning around gold and volatility.
• Russia and China export cuts as a fertilizer supply trigger
• Why sulfur and the Strait of Hormuz matter beyond oil
• The double whammy of energy inflation plus food inflation
• How governments respond when food prices spark unrest
• Dollar weaponization and why countries move toward gold
• Hedge funds’ $2.2 trillion Treasury exposure and leverage risk
• How forced bond selling can push up rates and hit the economy
• Why cash loses purchasing power in long inflation cycles
• Practical framing for building a personal 90 day plan Lees meerSupport the show
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Why AI Billions Are Not Lifting Real Growth
16 september 2026 · 24 min
We connect a worrying divergence between falling productivity and falling consumer confidence to the biggest AI spending boom on record, and we explain why that threatens the stock market’s most crowded trades. We also lay out why central banks are buying gold in size, how a gold-linked BRICS settlement “unit” could shift global money flows, and what a 1940s-style debt playbook would mean for everyday purchasing power.
• Bank of America’s productivity and confidence chart breaking down together
• $1.5 trillion spent on AI with little economy-wide productivity gain
• AI leaders calling to slow development and what that implies for timelines
• S&P 500 concentration risk with gains driven by a small set of AI stocks
• Central banks buying record gold despite a pullback and rate headlines
• BRICS “unit” as a settlement system backed partly by gold
• Federal Reserve debt buying compared with the 1940s and the inflation risk
• Three mistakes to avoid: calling the gold pullback “the end”, assuming index funds equal diversification, waiting for headlines. Lees meerSupport the show
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Felix Prehn - The UNTHINKABLE is About to Happened to the FED (& Why Gold and Silver are Next) + Stock Market News 11 September 2026
11 september 2026 · 25 min
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Felix Prehn - Trump to FLOOD the Market on THIS Date (Gold & Silver Aren’t Ready) + Stock Market News 09 September 2026
10 september 2026 · 22 min
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Felix Prehn - The Global Monetary Reset Has Begun (Hint: Gold, Bonds, Japan are Just the Start) + Stock Market New 07 September 2026
8 september 2026 · 23 min
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Felix Prehn - The UNTHINKABLE is About to Happened to Japan & the Dollar (Gold Isn’t Ready) + Stock Market News 02 September 2026
2 september 2026 · 20 min
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Felix Prehn - If You Don't Understand Bonds, You Don't Understand Money + Stock Market News 31 August 2026
1 september 2026 · 27 min
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Felix Prehn - The UNTHINKABLE is About to Happened to the Dollar (& Why Gold and Silver are Next) + Stock Market News 26 August 2026
26 augustus 2026 · 26 min
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Felix Prehn - Trump to FLOOD the Market on THIS Date (Most Aren’t Ready) + Stock Market News 24 August 2026
25 augustus 2026 · 21 min
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Felix Prehn - Everything I Warned You About Just Happened... All in One Week + Stock Market News 20 August 2026
24 augustus 2026 · 21 min
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Felix Prehn - This Sale Won't Last – 4 Stocks Worth Buying!? + Stock Market News 19 August 2026
20 augustus 2026 · 21 min
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Felix Prehn - The Petrodollar Collapse Has Begun (and the stock to buy now) + Stock Market News 17 August 2026
17 augustus 2026 · 23 min
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Felix Prehn - If You Missed Palantir or Nvidia. This is Far Bigger. + Stock Market News 14 August 2026
14 augustus 2026 · 30 min
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