John Rubino - Debt Crises, Drone Swarms & the Coming Currency Reset

Today’s podcast guest is John Rubino of the very popular John Rubino’s Substack.

John is a former Wall Street financial analyst, an acclaimed author and a well-rounded student of history. If you are looking to learn about the markets and to understand all things finance, then please do check out his work.

AUDIO IS AVAILABLE HERE

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NB - Recorded on Tuesday 13th October 2026 AM

5 Key Takeaways Include:

* Extreme debt, Germany’s nuclear shutdown, and French unrest signal widespread financial and cultural decline, especially for nations without a reserve currency.

* Cheap drones are overwhelming costly high-tech weapons, exposing the vulnerability of major powers and potentially undermining the dollar’s reserve status.

* European shifts toward border control and fiscal restraint may bring reforms but risk chaotic cycles of overreach, unrest, and a messy currency reset.

* AI echoes the 1990s tech bubble (transformative yet overvalue) so selective shorts can act as insurance, while copper and uranium offer safer ways to play AI’s energy needs.

* Build resilience starting with physical gold and silver, then quality large miners and ETFs before moving to juniors; a multi-year window remains to position ahead of crisis.

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