Treasury Issuance, Bank Behavior, and Liquidity

In this explosive conversation, Jay sits down with Andy Schectman to break down the biggest monetary shift happening beneath the surface of global finance. Schectman explains why the newly passed Genius Act and the rise of Treasury-backed stablecoins may be quietly restructuring the U.S. dollar system. They dig into gold’s explosive institutional demand, America’s pivot toward state capitalism, the government’s race for critical minerals, and the dangerous cracks emerging in the repo market that signal deep fragility across the banking system. https://x.com/MilesFranklinCo https://milesfranklin.com/ https://www.youtube.com/@MilesFranklinMedia Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Why Stablecoins Could Reshape the U.S. Dollar 12:31 – What Does “Interest Not Transferable” Actually Mean? 14:50 – Does America Need a Weaker Dollar to Reshore Manufacturing? 16:11 – Would Reshoring Trigger a Massive Inflation Wave? 19:58 – Is Pharmaceuticals the Next Front in the Trade War? 21:06 – Why Is the U.S. Buying Stakes in Mining Companies? 28:14 – Is America Shifting Toward State Capitalism? 29:16 – Is There Coordination Between the Treasury and the Fed? 29:43 – What’s Really Happening in the Short-Term Treasury Market? 33:41 – Why Are Banks Refusing to Lend to Each Other? 37:02 – Is the Fed Quietly Repeating 2008 and 2019? 40:04 – Is This Just QE in Disguise? 42:21 – What’s Causing the Breakdown in Trust Between Banks? 46:41 – Should Anyone Hold Long Bonds Right Now? 46:56 – Did the Government Shutdown Reveal Something Bigger? 52:31 – Is Gold Finally Entering a Real Bull Market? Copyright © 2025 Cambridge House International Inc. All rights reserved.