Geopolitics & Empire

Shanmuganathan Nagasundaram: Dollar Collapsing, Gold Skyrocketing, China Rising

Oct 29, 2025
Shanmuganathan Nagasundaram, an investor and economist, shares his insights on the impending collapse of the US dollar and predicts gold could soar to $24,000 per ounce. He critiques Bitcoin, calling it a poor investment due to its lack of utility. As inflation looms, he warns of a severe US housing crash and the potential balkanization of America. Discussing China's rise, he suggests it may lead a new gold standard. He recommends individuals hold gold and silver for financial security amid these global shifts.
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INSIGHT

Gold Signals A Currency Crisis

  • Gold's surge signals a loss of confidence in national currencies and points toward serious inflation ahead.
  • Shanmuganathan forecasts gold reaching at least $24,000/oz by decade's end if base money is re-backed by gold.
INSIGHT

Stocks Fall When Measured In Gold

  • When priced in gold, US stock indices have already fallen and can drop to single-digit Dow/oz levels.
  • Bonds, especially long-term Treasuries, will be the worst-performing asset class in the coming collapse.
ADVICE

Prepare For A Big US Housing Crash

  • Expect a major US housing correction of around 40% as affordability collapses.
  • Avoid overexposure to US housing and prepare for a substantial price decline soon.
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