Episode
Luke Gromen: Why Gold Is About to Matter More Than Ever
- Published
- Jul 11, 2026
- Duration seconds
- 2918
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Summary
The inaugural CPAC UK runs from July 16-18 in London. Speakers include the former PM, Nigel Farage, Jacob Rees Mogg and Yours Truly . No Count Binface as far as I’m aware. Flying Frisby readers can get 25% off with this link. A few weeks ago Josh from the Pure Gold Company asked if I'd be interested in recording some long-form interviews. It sounded like a good idea, so at ARC a fortnight ago we sat down and recorded six conversations. Season One, if you like. The focus is not just gold or markets, although they feature prominently. They are about the forces shaping the world: money, debt, geopolitics, technology, energy, incentives. You name it. I’ll be running the interviews here on The Flying Frisby, on YouTube via Money Markets & More , and as podcasts on Spotify , Apple Podcasts and the other major platforms. My hope is to make this a regular Sunday feature and, over time, build a library of conversations that remains valuable long after the headlines have faded. I hope you enjoy them. (And if you do enjoy them, please share them and let me know who you'd like me to interview next). To kick things off my first guest is Luke Gromen . Luke has been ahead of the curve on debt, fiscal dominance, the bond market and gold for a long time, and in this conversation he explains the bind facing the Federal Reserve, why markets may no longer be as free as we like to think, and why foreign central banks are buying gold instead of US Treasuries. We also discuss the reindustrialisation of America, why reversing decades of offshoring is likely to be inflationary and why China does not want the yuan to become a straight replacement for the dollar. You can read Luke’s letter, the Forest for the Trees, here. My thanks go to Josh, Rachel Eyres, the Pure Gold Company for making these…