Reinvent Money

"USA is Jr. Weimar Republic" - Michael Oliver on Bond Markets & Gold as Paint Point for Public

July 30, 2026·41 min
Episode Description from the Publisher

In this episode, Paul Buitink speaks with Michael Oliver of Momentum Structural Analysis about gold, silver, oil, central banks, and the warning signs in today’s markets. Michael explains why momentum can reveal structural shifts before price does, why fiat currency degradation matters, and why sovereign bond stress could reshape where investors seek safety. They also discuss the long-term case for gold, silver, and commodities in a world of rising fiscal pressure and policy uncertainty.Follow Michael here:https://www.olivermsa.com/https://x.com/Oliver_MSAFollow Paul on X here:https://x.com/paulbuitinkTimestamps:0:00 Intro1:26 Momentum Structural Analysis explained6:07 How has momentum trading changed over time8:33 Stock markets and oil12:30 How central banks distort prices16:22 Oil vs gold18:24 Central banks and QE20:27 Gold and silver's bottom and structural momentum28:00 Fundamental vs momentum analysis31:29 Michael's encounters with Murray Rothbard33:52 What comes after the crisis41:07 Outro

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