🚨 Peter Schiff The Fed Will Choose Inflation Again — Buy Gold & Silver Now

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Fed 워시 의장 체제에서도 인플레이션 선택이 지속되어 금·은 하락은 매수 기회라는 주장. 연준 태스크포스는 근본 해결책이 아니며 인플레이션은 정부·월가 수혜 구조. 스트래티지(MSTR)는 우선주 배당 부담과 주가 하락으로 디플레이션 나선 위험이 있고, 이것이 비트코인 약세를 부추길 것이라 주장. 금은 약 4,250달러, 은 약 67.8달러 수준.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. If you want to save haven, if you want a hedge against inflation, buy gold, buy silver. Gold and silver were down today in reaction to a more hawkish Fed, which has been the knee-jerk reaction. You know, gold's around 4,250 and silver is around 68 bucks, 67.80, down over two bucks today. You want to buy this.

02. The market still don't get it. It's all talk. All right, uh Walsh can uh talk the talk about price stability and fighting inflation, but he can't walk the walk. He's going to have to choose inflation because in his mind it's going to be the lesser of the two evils. Like there are no good choices here.

03. The Fed has to pick its poison and I believe it's going to pick the same poison that all central banks have been picking. According to precious metals advocate Peter Schiff, recent weakness in gold and silver prices may represent an opportunity rather than a warning sign. Schiff argues that markets continue to underestimate long-term inflation risks and the challenges facing central banks.

04. While investors reacted negatively to a more hawkish Federal Reserve stance, he believes policy makers will ultimately prioritize inflationary measures over economic contraction. As debt levels rise and monetary pressures persist, Schiff maintains that gold and silver remain critical safe haven assets for preserving purchasing power.

05. He expects precious metals to benefit as confidence in traditional fiat currencies continues to erode. Now we present the clips from Peter Schiff's interview. Subscribe Now Metal Moves for daily updates on precious metals, economic trends, and wealth building opportunities. Stay ahead of the financial shift and never miss a market-moving alert.

06. The market still don't get it. It's all talk. All right, uh Walsh can uh talk the talk about price stability and fighting inflation, but he can't walk the walk. He's going to have to choose inflation because in his mind it's going to be the lesser of the two evil. Like there are no good choices here.

07. The Fed has to pick its poison and I believe it's going to pick the same poison that all central banks have been picking, that all of Warsh's predecessors. Everybody can say, "Hey, I'm going to change the game. I'm going to do the right thing. I'm I'm I'm I'm going to solve these problems." Just like when Elon Musk, he he came to Washington D.C.

08. "We're going to cut all the waste, fraud, and abuse. I'm going to lead DOJ." And Trump talked about, "Yeah, we're going to cut waste, fraud, and abuse." Until push came to shove, um they shoved uh Musk out. Right? They didn't cut anything. It was all a bunch of talk because one person's waste is another person's gravy train.

09. There is a contingent constituency. Nothing is in the federal budget by accident. It's put there by design on purpose. Somebody benefits from it. And and that's why it never goes away. And there are beneficiaries of inflation. The government benefits, Wall Street benefits, a lot of people benefit from inflation.

10. And so it's not going to go away. Despite the fact that there are a lot of people who suffer from inflation, those people don't have the political clout that the people who benefit from inflation have. And so the interest of those who benefit from inflation is why it's going to continue. And he he can make all the noise he wants, but at the end of the day it's not a new game, it's just new players.

11. It's the same game. So you want to take advantage of this pullback in gold and silver. You want to take advantage of the pullback in the mining stocks and fade this idea that there is a new sheriff in town uh that's got different po- It's the same. They just, you know, it's basically the same guy, you know, same sheriff.

12. They just, you know, they they changed the the makeup and all that stuff. But it's all the same. You know, just like we don't have regime change in Iran. All right, we got different people, but it's the same regime. We need a real regime change at the Fed. Unfortunately, we don't have that with Warsh.

13. The Bitcoin per share was going up. Now, the Bitcoin per share for 2 weeks in a row has gone down. And you know what? It's going to keep going down if Saylor continues to raise money to pay his dividend commitments on the preferreds. And in fact, look at what's happened, exactly what I warned was going to happen.

14. Uh Stretch today closed uh at uh let me see. I think it it closed, I think at 89 and a half. This is the lowest I've seen it. Yeah, 89, it closed at 89. Forget the half. It closed at 89. If you bought Stretch last month, you paid $100 a share. You're already down 11%. That's pretty much the entire year's yield.

15. Again, I was talking about this, I was warning about the fraud in the marketing. Saylor was saying that retirees should put all of their retirement money into Stretch because they can get an 11 and a half percent yield. Well, they've already lost 11% in 1 month. They're going to have to wait all year just to break even, assuming the price of Stretch doesn't fall any more.

16. Now, the only way that strategy could get Stretch back to 100, to get all those retirees out of jail, so they can get their principal back, at this point he has to raise the yield to 13% because that is the current yield at $89. If you buy a Stretch and you pay 89, you're getting a 13% yield. Now, the people who bought it at 100, they're not getting a 13% yield.

17. They're still getting 11 and a half percent based on what they paid. Now, if Stra- if Strategy increases the dividend yield to 13%, then the people who bought it at 100 will be getting 13%. The people who bought it at 89 will be getting more than that, right? They'll be getting I haven't done the math, maybe 15 or 16% if they buy now.

18. But, here's the problem. If Saylor [snorts] raises the dividend that much, it's an even bigger burn on the common shareholders cuz they have to pay that. If he just leaves it at 11 and 1/2, then it's not any higher. But, if he leaves it at 11 and 1/2, he can't sell anymore cuz he can't sell it at 89.

19. He has to sell it at 100, but he can't sell it at 100 unless he raises the dividend. So, he's trapped in a position where he can't afford to raise the dividend, but if he but if he doesn't raise the dividend, then the people who bought Stratch are losing a lot of money. And they're going to get scared, and they're going to sell it, and the price is going to fall.

20. But, the problem is if he does raise the dividend, it makes it that much harder to sustain it because the higher the dividend payment obligation is, the harder it is for Saylor to meet it. The more uh common stock he's going to have to sell. Now, he doesn't want to sell Bitcoin. The smart move would be to sell Bitcoin.

21. To sell Bitcoin to pay down debt, buy back stock, to to try to get, you know, get rid of the discount. But, Saylor can't sell Bitcoin. He tried to sell 32, and the market imploded. So, that if that was a test, he flunked. He can't sell. So, the only thing he can sell is common stock right now. He can't sell Bitcoin cuz the market won't let him.

22. He'll crush Bitcoin. He can't sell any more preferreds because he'd have to raise the yield too high. So, all that's left is to sacrifice the common stockholders. The question is, how much longer are the common shareholders going to stand for it? Are they going to keep on marching to slaughter and and and wait to lose, or they going to start to sell?

23. And this whole thing is going to spiral on itself. Strategy is going to start collapsing, and that's going to weaken Bitcoin because the lower strategy gets, the harder it is for Saylor to sell strategy, because the bigger the negative yield he creates. So, now people are going to start to think, "Oh, you know what?

24. Maybe he's going to sell Bitcoin." And then, if he's going to sell Bitcoin, well, then the Bitcoin's going to fall, and then strategy is going to fall. Uh and this whole thing is imploding right now. It's unraveling. It is the death spiral that I warned about two podcasts ago, spiraling out of control.

25. But, nobody is really talking about it. And one of the things that's probably accelerating the move out of Bitcoin is the move into SpaceX. According to Peter Schiff, recent pullbacks in gold and silver may present attractive buying opportunities for long-term investors. Schiff argues that despite promises of tighter monetary policy, the Federal Reserve will ultimately favor inflation over economic contraction, as policy makers have done historically.

26. He believes inflation benefits governments and major financial institutions, making meaningful reform unlikely. As debt levels rise and currency purchasing power declines, Schiff continues to view gold and silver as essential safe haven assets for protecting wealth and preserving long-term purchasing power during economic uncertainty.

27. Let's get back to the interview. So, before I move on to some of the market action, just to talk a little bit more about the FOMC, you know, first of all, getting back to these uh task force. Um Warsh said that, you know, he's going to populate these task force with the greatest minds that we have, both inside the Fed and outside the Fed.

28. He's going to recruit all the top minds. I mean, first of all, there are no great minds at the Fed. I mean, if there were, wouldn't they have already solved these problems? If there's so much brain power at the Fed, why do we have such high inflation? Right? What What Why Why has the Fed constantly got stuff wrong?

29. Why did they not see the 2008 financial crisis coming? Why were they blindsided to that? Why did they say that subprime was contained and there was nothing to worry about? Why did they say inflation was transitory? Why couldn't they see any of these problems if you have these great minds, these best minds that, you know, we could just basically pick their brains to come up with all these new solutions.

30. They They've been there for a long time and they haven't come up with any solutions. Just assembling them into a new task force isn't going to change anything. And the same thing with the best minds from the private sector. There are a lot of good minds in the private sector, but unfortunately, none of them are going to be on these committees.

31. I remember, you know, I talked about this in the past, but after the 2008 financial crisis was over, they of course had a committee to study why we had a financial crisis. Now, they didn't really need a committee. They could have just bought my book "Crash Proof" and, you know, they would have known why we had a financial crisis.

32. Or they could have read a lot of stuff that I was writing, a lot of the commentaries. They could have, you know, listened to my mortgage banker speech that, you know, I did in 2006 predicting the crisis, explaining exactly why it was going to happen. So, they didn't need to set up a committee to try to figure out why we had a crisis.

33. All they had to do [clears throat] is look at the people who were predicting it and and see what they said. Right? I mean, cuz if you knew the crisis was coming, and I wasn't just guessing that, oh, there's going to be a crisis. There's going to be a crisis. I was very specific about why there was going to be a crisis, what was causing the crisis, how it was going to play out, right?

34. So, I got all that stuff right. And one of the things I I I I wanted, as soon as I found out about this committee to try to study why we had a financial crisis, of course, I wanted to be on the committee. I was like, oh yeah, like like Arnold Arnold Horshack. Woo woo woo, pick me, pick me. I want to be on that committee.

35. Right? Cuz I knew why we had a crisis, right? I tried. I mean, I reached out to a lot of people. They did not want me on the committee. There wasn't a single person on that committee who warned in advance that a crisis was coming. So, what is the purpose of a committee if none of the people that you picked to be on the committee had any idea that the financial crisis was coming?

36. Because if you're trying to figure out why there was a financial crisis, wouldn't you want people who actually predicted it? So, you could say, "Hey, you knew it was coming. What did you know that we didn't know?" Right? Because the real purpose of the committee was not to find out why there was a financial crisis, but to blame it on capitalism, which is exactly what the finding of the committee was.

37. Because the the recommendations were we need bigger government, we need more government oversight, we need more regulations, we need a more powerful Fed. That is the conclusion that the government was looking for. They weren't looking for the real reason we had a financial crisis. They were looking to use the financial crisis as a catalyst to usurp more power.

38. And that's exactly what happened. And I'm sure that to the extent that we actually constitute these task forces, the real goal isn't going to be to solve these problems. And whatever recommendations ultimately come out of uh these task forces are not going to be the real solution. Because I'm sure the people from the private sector who join are going to be [clears throat] your typical Wall Street guys.

39. And the last thing they want is a cure for inflation. They want more inflation. They want the government to choose propping up asset prices, blowing up financial bubble, uh and they're going to sacrifice the middle class. They're going to sacrifice the average American to keep this whole thing going.

40. That's what the powers that be want, and that's what the Trump administration wants. He doesn't want a real economy. He wants a fake economy that he can take credit for. The last thing he wants is for everything to hit the fan on his watch. You know, he was lucky that he got out of dodge and lost the 2020 election because the inflation that he helped create with Powell in 2020 didn't really show up in earnest until 2021 and 2022.

41. Biden got the blame for that, but Trump was there when it was created. Biden was just there for the consequences. Yeah, sure. Biden made it worse, not that I'm saying Biden was a great president, but he was dealt a bad hand by Trump. Now, sure, Trump got a bad hand from Obama, who got a bad hand from Bush, right?

42. I mean, we've been passing these bad cards from president to president, but Trump was lucky in that he didn't have to bear the consequences of of the manifestation of the inflation that he helped create. He got to blame it on Biden and then say, "Hey, you see, bring me back and they'll have we'll have no inflation." But the problem is we brought him back and we're going to have even more inflation because he is pursuing the same inflationary policies that he pursued before and the same inflationary policies that the Fed enabled under Biden.

43. And again, inflation is the tax. Another reason that the government chooses inflation. Peter Schiff, Federal Reserve reforms and new policy task forces are unlikely to solve the underlying causes of inflation. Schiff argues that policy makers continue to favor inflationary measures that support asset prices and government spending rather than pursuing lasting monetary discipline.

44. He believes inflation remains a hidden tax on savers and consumers, while financial markets benefit from continued liquidity. As economic uncertainty grows and debt levels rise, Schiff expects inflation concerns to persist, reinforcing the appeal of gold and silver as long-term wealth preservation assets.

45. Let us know your opinion on this analysis in the comments below. If you enjoyed this video and found it valuable, make sure to subscribe and enable notifications so you never miss our latest updates on gold, silver, crypto, and global markets. Thanks for watching the Metal Moves. We'll see you in the next video.