Connecting the Dots w/ Farzin Irani

Farzin Irani
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🔥CONNECTING THE DOTS with FARZIN IRANI Wealth. Markets. Business. Geopolitics. The forces shaping what comes next. Welcome to Connecting the Dots - where signals speak, patterns reveal, and nothing is random. Connecting The Dots features in-depth conversations with investors, founders, economists, authors and leading thinkers exploring wealth, markets, business, geopolitics and the forces shaping the global economy. The show is built around one idea: Look beyond the headline. Connect the forces shaping the world — and understand what they mean for capital, business and individual freedom.

  1. 5d ago

    Clive Thompson: The Secret Gold Revaluation That Solves The Debt Crisis

    In this episode, Farzin Irani sits down with Clive Thompson — a retired Managing Director with nearly 50 years of experience spanning the UK, Coutts & Co Switzerland, and Union Bancaire Privée — for one of the most quietly alarming conversations we’ve had on the show.Clive doesn’t shout. He doesn’t sensationalise. He simply connects the dots between government debt that is growing faster than the economy, a monetary system drawing towards its endgame, and the tools that governments will use to manage the transition — yield curve control, gold revaluation, and eventually CBDC, which he describes simply as a modern ration coupon.With five decades of institutional perspective and a Swiss private banking lens that most commentators don’t have, this is a conversation that rewards careful listening.In this episode we cover:✅ Why government debts are growing faster than economies can support✅ Why yield curve control is now a certainty, not a possibility✅ The Bretton Woods system drawing towards its endgame✅ Why recessions don’t automatically mean stock market crashes✅ The secret gold revaluation — how central banks could reset the debt✅ Why gold is less than 1% of the $127 trillion in global assets under management✅ Central bank gold buying and what it signals about the system✅ Why inflation is structural, not transitory✅ BRICS, dedollarisation and the multipolar monetary system✅ CBDC as programmable money — and why Clive calls it a ration coupon✅ What stores of wealth make sense through the transition✅ The Swiss private banking perspective on gold vs US investor attitudes✅ How to survive and position through the monetary resetAbout Clive ThompsonClive Thompson began his career in finance in 1975 in the United Kingdom and spent nearly 50 years in trusts, wealth management, and Swiss private banking. In 1995 he joined Coutts & Co in Switzerland as a Private Banker. When Coutts’ Swiss wealth management business was acquired by Union Bancaire Privée in 2015, he continued as Managing Director until his retirement in 2022. He remains an active investor across equities, private equity, precious metals, crypto, property, and tangible assets.🌐 Website: https://clivethompson.com📺 YouTube: https://www.youtube.com/channel/UCrlFUp4OtXJSiDfiPMFnk3A📚 Little Trot Series on Amazon: https://mybook.to/hLtv🌐 Connect with Farzin: https://linktr.ee/farzinirani🌐 Business website: https://www.sovereignty.capital/🌐 Free Wealth Diagnostic: https://www.sovereignty.capital/the-diagnostic📩 Substack: https://sovereigntycapital.substack.com/p/the-ruler-not-just-the-readingCliveThompson, YieldCurveControl, Gold, GoldRevaluation, CBDC, WealthPreservation, ConnectingTheDots, MacroInvesting, Inflation, GovernmentDebt, BretonWoods, Dedollarisation, BRICS, SwissBanking, MonetaryReset, CentralBanks, HardAssets, Bitcoin, SovereignWealth, Recession, StockMarket, GoldPrice, DigitalCurrency, FinancialReset, LittleTrot

  2. Oct 8

    Simon Hunt: The Middle East Is About To Be Completely Restructured

    Simon Hunt is back. One of the world's most respected geopolitical and commodities analysts returns to Connecting the Dots for a conversation that goes far beyond the headlines — and into the structural forces that are quietly reshaping the world.Simon believes we are heading for a complete restructuring of the Gulf States and the Middle East, with Iran emerging as the fourth most powerful nation in the world. He sees a 2027 recession deliberately engineered by the Fed to clean up America's credit system, followed by a massive re-liquefaction that sets off the real inflationary period from 2028 to 2032. He has gold going to over $15,000 by 2030. And his final advice — start growing your own food. This is not a metaphor.In this episode we cover:✅ Why the Middle East is heading for a complete geopolitical restructuring✅ Why Saudi Arabia's regime could fracture from within✅ Iran's military coordination and why it is more united than the media suggests✅ The risk of another US or Israeli strike on Iran before the midterms✅ Whether tactical nuclear weapons could be used✅ Russia, China, Iran — how strong is the alliance really?✅ Why China is not as impacted by the Strait of Hormuz as people think✅ Europe heading into recession — and potentially worse✅ The 2027 recession, 2028 re-liquefaction, and the real inflationary period✅ Why Kevin Warsh may deliberately tighten to clean up the credit system✅ The DXY falling to 50 by 2030 to 2032✅ Gold at over $15,000 by 2030✅ Copper from $14,500 today to $28,000 by 2030✅ Food prices on an alarming upward trend — and possible rationing✅ Why short cycles, physical gold outside the banking system, and food self-sufficiency are the most important things to act on now✅ What Simon's own family is doing to prepare in rural DevonAbout Simon HuntSimon Hunt is a veteran commodities strategist and geopolitical analyst with decades of experience studying China, Russia, the West, and the relationship between geopolitics and economic cycles. He publishes independent research through his firm.🌐 → https://simon-hunt.com/🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnostic📩 Substack → https://sovereigntycapital.substack.com/p/the-ruler-not-just-the-readingSimonHunt, MiddleEast, Geopolitics, Iran, SaudiArabia, Gold, GoldPrice, Copper, Commodities, WealthPreservation, ConnectingTheDots, MacroInvesting, WorldWarThree, Russia, China, USDollar, DollarCollapse, Inflation, Recession, FoodCrisis, Diesel, StraitOfHormuz, FederalReserve, SovereignWealth, SelfSufficiency

  3. Oct 1

    Marc Faber: Gold, Real Estate & Why You Must Diversify Before The Next Crisis

    In this episode, Farzin Irani sits down with Dr. Marc Faber — legendary contrarian investor, author of The Gloom Boom & Doom Report, and one of the most outspoken macro thinkers of the last four decades.Marc doesn't mince words. He argues that the AI investment boom is the largest capital spending cycle since the railroads in the nineteenth century — and when it bursts, on top of record global debt, it will cause a depression. That governments lie about everything including inflation. That the conditions for a major global conflict are better right now than at any point since World War Two. And that the only way out of the current system is through a crisis that collapses it.From gold confiscation risks to geographical diversification of wealth, to why democracy forces politicians to lie to get elected — this is one of the most direct and unfiltered conversations we've had on Connecting the Dots.In this episode we cover:✅ What investors are getting most wrong about the world today✅ How government interventions distort markets and misallocate capital✅ Why subsidies and tariffs are inflationary taxes in disguise✅ Why the CPI grossly understates the real cost of living✅ Labour income as a share of GDP at the lowest level since 1947✅ Why 35-year-olds today are less wealthy than their parents were✅ Why government spending above 50% of GDP kills economic growth✅ Bond vigilantes — are they back and what does it mean?✅ The AI bubble — bigger than dot-com and comparable to the railroads✅ Why the collapse of AI investment will cause a global depression✅ War cycles — why conditions for conflict are the best since WW2✅ Why the system can only be fixed through a crisis, not voluntarily✅ Gold — the bullish case and the confiscation risk✅ Why diversification across assets and geographies is essentialAbout Marc FaberDr. Marc Faber is a Swiss investor, author, and publisher of The Gloom Boom & Doom Report — a monthly investment newsletter read by sophisticated investors worldwide. He is known for his contrarian macro views, his early warnings on asset bubbles, and his advocacy for hard assets and geographical diversification. He is based in Thailand and has been a fixture on global financial media for over four decades.🌐 https://www.gloomboomdoom.com/about/biography/🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnosticMarcFaber, GloomBoomDoom, Gold, GoldInvesting, GoldConfiscation, Diversification, WealthPreservation, ConnectingTheDots, Inflation, CPI, GovernmentDebt, AIBubble, Depression, MacroInvesting, WarCycles, Geopolitics, HardAssets, Bitcoin, RealEstate, CentralBanks, BondVigilantes, Democracy, GlobalMacro, FinancialCrisis, SovereignWealth, GovernmentLies, AssetBubbles, FreeMarket, Tariffs, Subsidies

  4. Sep 22

    Richard Vague: Everyone is Watching the Wrong Debt

    In this episode, Farzin Irani sits down with Richard Vague — banking insider, economic researcher, former Pennsylvania Secretary of Banking and Securities, and author of five influential books on debt, credit cycles, and financial instability.Richard's core argument is simple and deeply counterintuitive. Every major financial crisis in history has been caused by excessive private debt — not government debt. While the public and politicians obsess over national deficits, the real danger is building quietly in household and corporate borrowing. And he has the data across 43 crises in the six largest economies over 200 years to back it up.From how banks create money out of nothing, to why rising inequality is built into the system, to the untold story of Thomas Willing — the banker who quietly made America — this is one of the most intellectually rich conversations we've had on Connecting the Dots.In this episode we cover:✅ Why private debt — not government debt — causes financial crises✅ Good debt vs bad debt — and what happens when lending grows too fast✅ How banks create money out of nothing — explained simply✅ Why 90% of the money supply is created by private banks✅ How rising debt pushes up asset prices and creates inequality✅ Why trickle-down economics is real — it's just debt trickling down✅ The ninja loans and subprime targeting of lower income communities✅ How to redesign the banking system — regulatory fixes that would work✅ Why regulators are hamstrung by political pressure✅ The Silicon Valley Bank failure — what really happened✅ Why all major financial crises are predictable years in advance✅ The AI lending bubble building outside the banking system✅ Why 30-year mortgages buffered American households from rising rates✅ Thomas Willing — America's forgotten first banker✅ How finance, not battles, won the American Revolution✅ Why government debt going to households means rising household wealth✅ The $120 trillion in off-balance-sheet US government obligationsAbout Richard VagueRichard Vague is an American businessman, banking expert, economic researcher, and author. He co-founded and led major banking institutions, previously served as Pennsylvania Secretary of Banking and Securities, and has authored five books including The Paradox of Debt, The Next Economic Disaster, A Brief History of Doom, The Case for a Debt Jubilee, and his most recent, The Banker Who Made America. He publishes a free weekly economic video and newsletter.https://www.richardvague.com/Tychos Analytics Group, https://debteconomics.org/, and https://delanceyplace.com/ are three organisations that Richard runs to help consumers understand debt, align themselves proactively, and have a better understanding of what the government must do to fix the nation's wealth gap issue.🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnosticRichardVague, PrivateDebt, Banking, DebtCrisis, MoneyCreation, WealthInequality, ConnectingTheDots, MacroEconomics, FinancialCrisis, BankingSystem, GovernmentDebt, TrickleDown, SubprimeCrisis, SiliconValleyBank, AIBubble

  5. Sep 18

    Professor Steve Keen: Banks Create Money Out Of Nothing And Here Is The Proof

    In this episode, Farzin Irani sits down with Professor Steve Keen — one of the world's most unconventional and outspoken economists, widely known for predicting the 2008 Global Financial Crisis using private debt models that mainstream economics ignored entirely.Steve doesn't pull punches. He argues that the Strait of Hormuz closure is not just an oil story but a food and fertilizer crisis that could affect the entire planet. That banks create money out of nothing and mainstream economists don't understand this. That the AI boom is a classic Schumpeterian bubble with a financial crisis on the other side. That Western housing markets have run out of buyers. And that economics itself has never been a science.This is one of the most intellectually challenging and wide-ranging conversations we've had on Connecting the Dots.✅ The Strait of Hormuz — why this is bigger than an oil story✅ Fertilizer, food supply chains and the coming global food crisis✅ Australia and New Zealand — 20 days of diesel and what that means✅ The false flag playbook and why Trump may try to cancel the midterms✅ Why Israel pushed Trump into the Iran conflict✅ AI — a classic Schumpeterian boom and bust✅ The circular financing structure behind AI and why it will collapse✅ Energy as the real constraint on AI data centres✅ China's energy advantage over America✅ UBI — where does the money actually come from?✅ How banks create money — the truth mainstream economics hides✅ Live demonstration using Steve's Ravel software✅ Why the CPI is a lie and what real inflation looks like✅ How Steve predicted the Global Financial Crisis✅ Western housing bubbles — why they're finally running out of buyers✅ CBDC — a possibility or a political impossibility?✅ Global warming — the next five years look pretty bloody awful✅ Why economics has never been a scienceAbout Professor Steve KeenProfessor Steve Keen is one of the world's leading heterodox economists and author of Debunking Economics. He is widely credited as one of the very few economists who publicly predicted the 2008 Global Financial Crisis, based on his models of private debt and financial instability. He is the creator of the Ravel dynamic monetary modelling software and runs online economics courses through his platform.   / @profstevekeen   https://profstevekeen.substack.com/  / profstevekeen  https://www.skool.com/stevekeen🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-d...ProfSteveKeen, SteveKeen, Economics, HeterodoxEconomics, MoneyCreation, Banking, GlobalFinancialCrisis, PrivateDebt, AI, AIBubble, HousingBubble, UBI, CBDC, FoodCrisis, StraitOfHormuz, Fertilizer, GlobalWarming, ConnectingTheDots, MacroEconomics, WealthPreservation, Inflation, CPI, Schumpeter, RavelSoftware, DebunkingEconomics

  6. Sep 3

    Rick Rule: The Crisis Nobody is Prepared For

    Rick Rule is back. One of the world's most respected resource investors and credit analysts returns to Connecting the Dots for one of the most wide-ranging and brutally honest conversations we've had on the show.Rick believes the US dollar will lose 75% of its purchasing power over the next decade. He believes copper is heading for a rationing crisis within five years. He believes uranium is quietly setting up one of the most powerful supply-demand imbalances in commodity history. And he believes most investors have no idea what's coming.From Japan's carry trade unwind and the US Treasury market under pressure, to why central banks are loading up on gold, to why the CPI is a lie, to how he thinks about building Battle Bank — this is 60 minutes of unfiltered, decades-deep macro and resource investing wisdom.In this episode we cover:✅ Japan's currency crisis and why the US intervened✅ Why the market is beginning to control the long bond✅ Why foreign central banks are buying gold — the Russia lesson✅ How geopolitics has permanently changed resource investing✅ Uranium — the supply-demand imbalance building quietly✅ Why the incentive price for uranium may have been misread✅ The copper crisis — 18 to 20 years to build a mine, already in deficit✅ Gold's ten year outlook — and short term headwinds✅ Why the US dollar will lose 75% of its purchasing power✅ When Rick would sell his gold — four impossible conditions✅ Where Rick puts his first dollar today — oil, gold, large resource companies✅ What investors are most complacent about — the CPI fallacy✅ Building Battle Bank — what surprised Rick most about banking regulation✅ Why lending against gold is one of the best businesses in the worldAbout Rick RuleRick Rule is one of the world's most experienced natural resource investors and credit analysts, with over 50 years in the resource business. He is the co-founder of Battle Bank and the founder of Rule Investment Media and Rule Classroom, which provide free educational resources and portfolio analysis to thousands of investors worldwide.Rule Investment Media - https://ruleinvestmentmedia.com/Battle Bank - https://battlebank.com/🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnosticChapters00:00 Introduction02:27 Japan — Is The System Breaking Down?05:35 Why Bessent Stopped Japan Selling Treasuries06:16 The Market Is Taking Control Of The Long Bond08:16 Why Central Banks Are Buying Gold11:32 How Geopolitics Has Changed Resource Investing13:28 The Arab Oil Embargo & Uranium16:08 Uranium — Where Is The Mispricing?17:47 The Supply Deficit Nobody Knows19:47 How Contract Pricing Changes Uranium21:38 Bruce Nuclear & US Nuclear Plans23:24 Natural Gas vs Nuclear27:25 Copper — 18 To 20 Years To Build A Mine30:32 A Billion People Without Electricity32:11 Copper Will Be Rationed By Price33:58 The Dollar Loses 75% — What Gold Does35:57 Short Term Headwinds For Gold37:31 The 1975 Playbook & Gold38:22 Gold As Insurance39:58 Gold Is Massively Underowned42:58 Oil First, Then Gold, Then Resource Companies45:51 Modi's Visits & What He Was Really After48:25 When Rick Would Sell His Gold50:30 The CPI Is A Lie53:15 SP 500 To Gold — Gone Nowhere In 25 Years54:49 Building Battle Bank58:04 Why Lending Against Gold Works1:01:26 Could Battle Bank Work In New Zealand?1:03:32 Rule Investment Media & Rule Classroom1:04:52 The Rule Symposium RecordingsRick Rule, Gold, Copper, Uranium, NaturalResources, ResourceInvesting, WealthPreservation, ConnectingTheDots, MacroInvesting, USDollar, Inflation, CopperCrisis, GoldInvesting, UraniumInvesting, BattleBank, CentralBanks, Geopolitics, OilAndGas, JapanCarryTrade, CPI, FederalReserve, SovereignWealth, CommodityInvesting, RuleClassroom, GoldStandard

  7. Aug 18

    Frank Holmes: Gold, Bitcoin & The 5x20 Portfolio Every Investor Needs Right Now

    In this episode, Farzin Irani sits down with Frank Holmes, CEO and Chief Investment Officer of US Global Investors, Executive Chairman of HIVE Digital Technologies, and one of the most respected macro investors in the world.Frank has been in the investment industry since 1978, managing billions across gold, commodities, airlines, Bitcoin, and AI infrastructure. He created the Jets ETF, the WAR ETF, and the SEA ETF, and pioneered crypto mining as an institutional asset class.From the Japanese carry trade risk nobody is talking about, to why copper is the most important commodity of the AI era, to his simple 5x20 portfolio model that has outperformed through every market cycle, this is one of the most practically useful episodes we've produced. In this episode we cover:✅ Why social media and podcasts are replacing Wall Street as the source of truth✅ The AI super cycle — why Frank remains extremely bullish✅ Why a gigawatt data centre consumes 50,000 tons of copper✅ Gold's love trade — why Asian cultural affinity is structural demand✅ Why gold is not archaic — and why young investors are wrong to ignore it✅ The 5x20 portfolio model — Frank's simple framework for all market conditions✅ The Japanese carry trade — the biggest risk nobody is talking about✅ Why Bitcoin and gold are complementary, not competitors✅ The WAR ETF and NATO's $2.5 trillion rearmament✅ Why America's capital markets are the most creative in the world✅ Cargo shipping as a real-time indicator of global economic health✅ Inflation vs deflation — Frank's decade-long view✅ One book every investor should readAbout Frank HolmesFrank Holmes is the CEO and Chief Investment Officer of US Global Investors, a publicly traded investment management firm overseeing approximately $4.8 billion in mutual funds and ETFs. He is also Executive Chairman of HIVE Digital Technologies, the first publicly traded Bitcoin mining company. Frank is the co-author of The Goldwatcher: Demystifying Gold Investing, a regular commentator on CNBC, Bloomberg, Fox Business, and BNN, and publishes the award-winning Investor Alert newsletter read by over 100,000 subscribers in 180 countries.Website: https://www.usfunds.com/🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnostic00:00 Introduction02:39 Steve Jobs & Connecting The Dots03:14 How Investing Has Changed05:10 Legacy Media vs Social Media06:58 Why Frank Is Bullish On AI09:00 Copper & The AI Data Centre Boom09:38 Gold's Love Trade12:54 Physical Gold vs Paper Gold13:35 Property Rights, Capitalism & Gold16:19 Gold As Portable Wealth18:52 Government Debt & The Fear Trade21:15 PMI — The Best Commodity Predictor22:30 The 5x20 Portfolio Explained29:57 America's Creative Capital Markets34:28 US Debt & Interest Rates35:32 The Japanese Carry Trade Risk39:54 The 1997 Asian Crisis & What's Coming42:00 National Security Is Now Priority One44:30 The WAR ETF & NATO Rearmament46:25 Xi Jinping's Ambitions50:32 Green Energy vs Economic Reality52:13 AI & The Future Of Energy55:13 Geopolitics — Next 5 To 10 Years57:00 Xi Jinping, Taiwan & Containment59:07 Cargo Shipping As An Economic Signal1:01:45 Gold vs Bitcoin1:03:35 Where Bitcoin Fits In The Portfolio1:05:38 Fast Fire Questions1:09:21 Confidence In Central Banks1:09:48 One Belt One Road & The US Dollar1:13:51 One Book Every Investor Should Read1:15:14 About Frank & US Global Investors1:18:13 What Sovereignty Means1:19:03 Where To Find Frank

  8. Aug 8

    Jayant Bhandari: The World Is Falling Apart And It's Not An Accident

    In this episode, Farzin Irani sits down with Jayant Bhandari — institutional investor, writer, natural resource specialist, and founder of the annual Capitalism & Morality seminar in Vancouver — for one of the most provocative and wide-ranging conversations on the show to date.Jayant pulls no punches. He argues that democracy is an anti-meritocratic system that inevitably elevates unqualified leaders, that Western civilisation is in structural decline, that India's economic miracle is a statistical illusion, and that East Asia — not the West — will be the stable foundation of the world in the decades ahead.From the collapse of Western institutions and the failure of open-border immigration policies, to the reality of investing in India vs China, to what capitalism actually requires to function — this is a conversation that challenges virtually everything mainstream media won't say.In this episode we cover:✅ Why Jayant believes democracy is anti-meritocratic by design✅ The structural collapse of Western civilisation — and what comes next✅ Trump, chaos, and why Jayant thinks he's done something commendable✅ Canada's decline — from safe streets to no-go zones✅ Why India's GDP growth is a statistical illusion✅ The reality of corruption, bribery, and dysfunction in India✅ Why East Asia will be the most stable region of the 21st century✅ China vs India — why comparing them is a category error✅ Natural resource investing — why you should never speculate on commodities✅ Why capitalism and morality are inseparable✅ How to protect and preserve wealth in a world falling apart✅ What sovereignty really meansAbout Jayant Bhandari:Jayant Bhandari is an institutional investor and consultant specialising in the natural resource sector, with a focus on junior mining and global exploration. He has advised institutional investors across the world and written for the Mises Institute, Liberty magazine, Zero Hedge, Mauldin Economics, Fraser Institute, and many others. He is the founder of the annual Capitalism & Morality seminar held each year in Vancouver, Canada — bringing together leading investors, writers, and intellectuals to explore the philosophical foundations of freedom and free markets.Website - https://jayantbhandari.com/Capitalism & Morality YouTube Channel -  @CapitalismAndMorality  🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnostic

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🔥CONNECTING THE DOTS with FARZIN IRANI Wealth. Markets. Business. Geopolitics. The forces shaping what comes next. Welcome to Connecting the Dots - where signals speak, patterns reveal, and nothing is random. Connecting The Dots features in-depth conversations with investors, founders, economists, authors and leading thinkers exploring wealth, markets, business, geopolitics and the forces shaping the global economy. The show is built around one idea: Look beyond the headline. Connect the forces shaping the world — and understand what they mean for capital, business and individual freedom.

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