In this episode, Jan Skoyles explores what the recent drop in gold really signals about the global financial system.
As equity markets push higher, liquidity is quietly evaporating beneath the surface. Analysts like Danielle DiMartino Booth and Ole Hansen warn that the world’s monetary system is hitting the limits of tightening and when liquidity disappears, even gold is sold to raise cash.
But this isn’t a loss of confidence in gold. It’s a sign that gold remains the most liquid and trusted asset when pressure mounts. Central Banks are responding by increasing their gold reserves, quietly shifting out of currencies altogether. The metal is being re-monetised not through policy declarations, but through steady accumulation.
Jan examines how this moment exposes the limits of monetary control, the illusion of stability, and why gold’s fall is not a failure, but a reflection of the system itself.
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