Liberty and Finance, Released on 11/16/24 (Recorded on 11/15/24)
Dunagun Kaiser and John Rubino examine the implications of the recent election on financial markets, government policies, and the broader political landscape. Rubino emphasizes the looming existential threat posed by the commercial real estate crisis, particularly its potential to destabilize regional banks. As office vacancies rise and property values plummet, these banks—heavily exposed to commercial real estate—face the risk of severe losses, triggering widespread loan defaults. This could lead to a cascade of financial instability, putting immense pressure on the banking system. Rubino also discusses the political resistance the new administration will likely face, the broader economic challenges ahead, and the role of precious metals as a hedge against growing uncertainty.
0:00 Intro
1:34 Election aftermath
8:24 Interest rates & banks
16:00 Trump administration & the swamp
29:00 Real estate
42:50 Gold & silver
46:46 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.