The Julia La Roche Show #298 'Quoth The Raven' Chris Irons: We Are Completely Off The Rails In Unprecedented Territory
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Oct 23, 2025 Chris Irons, also known as Quoth the Raven, is a financial commentator and author renowned for his macroeconomic insights. He discusses the unprecedented state of global monetary policy and predicts the Fed may resort to yield curve control to save the bond market, risking a dollar decline. Irons emphasizes central banks as crucial buyers of gold, dismissing meme speculation, and warns about the inevitable deleveraging ahead. Drawing on his background in short selling, he highlights the challenges facing this sector amidst Fed liquidity and urges listeners to conduct their own research.
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Monetary System At An Unprecedented Inflection
- The global monetary landscape is shifting as gold rallies and policy strains emerge.
- Chris Irons argues the Fed is trapped between printing to save markets or allowing deflationary debt defaults.
Positive Real Rates Feed A Debt Crisis
- Positive real rates are corrosive to consumers and can trigger defaults across levered sectors.
- Irons expects the Fed will ultimately adopt yield curve control to bail out the bond market.
Gold Reflects De‑Dollarization Momentum
- Central banks and BRICS nations are increasing gold reserves as they de-dollarize.
- Irons sees gold's surge as pricing in loss of confidence in the dollar and reserve status shifts.
