I had the honour of sitting down with Jim Rickards, a true legend of investing, geopolitics, and global markets, for a deep dive into the biggest risks facing global financial markets.

We discussed the massive stock and credit bubbles, the potential unwind of the Japanese yen carry trade, private credit vulnerabilities, geopolitical tensions, inflation, AI risks, sovereign debt, liquidity — and what could ultimately trigger the next major financial crisis.

Jim also explains why he believes the current market bubble will eventually pop, why cash could become extremely valuable during a major correction, how investors should think about true diversification, and why he remains confident that gold could reach $10,000 an ounce.

A fascinating and wide-ranging conversation with one of the most experienced voices in global finance.

🗓️ Recorded August 12, 2026