Rebel Capitalist News Want To Do The Debasement Trade? Don't Just Buy Gold/Bitcoin...Do This
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Oct 13, 2025 Discover the surprising twists on the 'debasement trade' as the host challenges conventional wisdom about gold and Bitcoin. Learn why focusing on rate-of-change in money supply is crucial, rather than just totals. Historical comparisons reveal that recent money growth isn’t unprecedented. Find out how the banking system, not just the Fed, influences money creation. Explore strategies like the 2s-10s yield spread to hedge against economic uncertainty and see why pros combine these with precious metals for a well-rounded approach.
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Rate Of Change Beats Absolute Money Stock
- Currency debasement is best evaluated by the rate of change, not the absolute total of money supply.
- A log chart reveals periods of much higher percentage growth in the past versus recent decades.
Log Chart Reframes Debasement Claims
- A log plot flips the narrative: recent money-supply growth rates are lower than some past eras.
- Therefore the popular 'unprecedented debasement' claim can be misleading when measured by percentage change.
Validate Narratives With Data First
- Don't blindly follow the debasement narrative; check the data and alternative measures like rate-of-change.
- Use market-price signals rather than just narratives when allocating to gold or crypto.