Every week Doug and I hear the same critique: You guys do a great job pointing out the problems, but where are the solutions?

This episode is our answer to that.

We start with a listener question about redeeming physical gold in a world where government-controlled digital currencies ("stablecoins") dominate. Doug flips the question on its head—what will they do when people refuse to use their CBDCs? We discuss how private transactions in gold and silver could grow, even if governments try to make it difficult.

From there, we tackle something I've been watching closely: growing chaos in global trade and supply chains. Tariffs aren't the end goal—they're the tool. The more uncertainty they create, the more leverage to force countries into Trump's "Mar-a-Lago Accord" for a new trade and financial system. Whether that's good or bad depends on your view of the endgame—but the disruption is real and accelerating.