Liberty and Finance, Released on 3/16/26
John Rubino warns that a hidden crisis may be forming inside the rapidly growing private credit market. In this conversation with Dunagun Kaiser on Liberty and Finance, Rubino explains how shadow banking and gated funds could become the next domino similar to the Global Financial Crisis. They discuss how post crisis regulations like the Dodd–Frank Act may allow failing banks to impose depositor bail ins instead of bailouts. If panic spreads, governments could impose capital controls and potentially accelerate the move toward a Central Bank Digital Currency. Rubino explains why he believes investors should begin shifting toward real assets like gold, silver, and resource companies before the next financial shock.
0:00 Intro
1:30 Private Equity crisis
10:00 Precious metals storage
14:00 The Great Taking
19:00 Mining stocks
24:20 Rubino’s substack
John Rubino is the founder of the popular financial website DollarCollapse.com which he sold in 2022. Mr. Rubino is the co-author, with GoldMoney’s James Turk, of The Money Bubble and The Collapse of the Dollar and How to Profit from It
. He spent the 1980’s on Wall Street as a Eurodollar trader, equity analyst and junk bond analyst. During the 1990’s he was a featured columnist with TheStreet.com and a frequent contributor to Individual Investor, Online Investor, and Consumers Digest, among many other publications. His latest work can be found at https://rubino.substack.com.