Hi everyone,
Jason and I recorded this conversation with Eric Yeung on November 12 - just one month ago. At the time, silver had barely broken past $50.
Today, it’s already above $60… and suddenly everything Eric said feels even more urgent.
Eric is one of the sharpest observers of the global shift playing out between East and West. He spent decades in China’s manufacturing world, watching - from the front row - as the dollar system frayed, trust eroded, and physical gold quietly began replacing U.S. Treasuries as collateral in global trade.
This episode dives deep into:
Silver shortages and why today’s price action is still just the beginning
De-dollarization from the perspective of someone who lived inside the FX machinery for 20 years
China’s construction of a parallel gold-backed collateral system
Why the freeze of Russia’s reserves changed everything
How BRICS countries are reshaping the monetary plumbing of the world
And what all of this means for individuals trying to preserve freedom, mobility, and wealth
Eric has a rare combination of real-world experience, geopolitical perspective, and the ability to explain complex monetary mechanics in plain English. This is one of the most information-dense episodes we’ve recorded—and the speed at which markets have moved since we spoke only underlines how fast the landscape is changing.
If you’ve been watching the chaos in global trade, the surge in precious metals, or the escalating East–West currency tensions, this is a conversation you don’t want to miss.
Please take a listen now!
As always, reply and let me know what stood out to you—or who you want us to bring on next.
Lovis
