# This Is Why Gold Is Rising While the Dollar Falls Apart Page: https://stenobird.com/podcast/the-jay-martin-show-4131212/this-is-why-gold-is-rising-while-the-dollar-falls-apart Text version: https://stenobird.com/podcast/the-jay-martin-show-4131212/this-is-why-gold-is-rising-while-the-dollar-falls-apart.md Podcast: [The Jay Martin Show](https://stenobird.com/podcast/the-jay-martin-show-4131212) Published: 2025-11-22T16:00:00+00:00 Episode link: https://traffic.megaphone.fm/AMC5671923041.mp3 Audio file: https://traffic.megaphone.fm/AMC5671923041.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-jay-martin-show-4131212/episodes/this-is-why-gold-is-rising-while-the-dollar-falls-apart Duration seconds: 3514 ## Resource In this explosive conversation, Jay sits down with Andy Schectman to break down the biggest monetary shift happening beneath the surface of global finance. Schectman explains why the newly passed Genius Act and the rise of Treasury-backed stablecoins may be quietly restructuring the U.S. dollar system. They dig into gold’s explosive institutional demand, America’s pivot toward state capitalism, the government’s race for critical minerals, and the dangerous cracks emerging in the repo market that signal deep fragility across the banking system. https://x.com/MilesFranklinCo https://milesfranklin.com/ https://www.youtube.com/@MilesFranklinMedia Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH8 Sign up for my free weekly newsletter at https://2ly.link/211gx Be part of our online investment community: https://cambridgehouse.com https://twitter.com/JayMartinBC https://www.instagram.com/jaymartinbc https://www.facebook.com/TheJayMartinShow https://www.linkedin.com/company/cambridge-house-international 00:00 – Why Stablecoins Could Reshape the U.S. Dollar 12:31 – What Does “Interest Not Transferable” Actually Mean? 14:50 – Does America Need a Weaker Dollar to Reshore Manufacturing? 16:11 – Would Reshoring Trigger a Massive Inflation Wave? 19:58 – Is Pharmaceuticals the Next Front in the Trade War? 21:06 – Why Is the U.S. Buying Stakes in Mining Companies? 28:14 – Is America Shifting Toward State Capitalism? 29:16 – Is There Coordination Between the Treasury and the Fed? 29:43 – What’s Really Happening in the Short-Term Treasury Market? 33:41 – Why Are Banks Refusing to Lend to Each Other? 37:02 – Is the Fed Quietly Repeating 2008 and 2019? 40:04 – Is This Just QE in Disguise? 42:21 – What’s Causing th… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-jay-martin-show-4131212/episodes/this-is-why-gold-is-rising-while-the-dollar-falls-apart/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-jay-martin-show-4131212/this-is-why-gold-is-rising-while-the-dollar-falls-apart.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.