Run It Hot: Gold, US Dollars, and the Debasement Trade

Listen to this episode from Room to Run on Spotify. Robert explains why investors are flocking to gold and Bitcoin as governments flood the system, creating what he calls the “debasement trade.” He connects today’s currency dilution to historical collapses in monetary confidence, and breaks down why this time is different, with stocks and hard assets rising together. Plus, insights on portfolio positioning, the rise of rare earth investing, and how disciplined risk management continues to pay off even amid market volatility.