Month: February 2026

DKI Interviewed by the Manhattan Alternative Investment Network

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Thanks to the Manhattan Alternative Investment Network for hosting me last night for a conversation on gold, silver, Bitcoin, and why Kevin Warsh can’t change the direction of the Federal Reserve or the continuing debasement of the dollar. Link to the video below. The Federal Reserve is Now Irrelevant  

Looking at the Downside

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It’s been a volatile few days. Let’s recap:   The Federal Reserve: I continue to believe the market is overestimating the impact Fed Chair nominee, Warsh, could have on the economy and the markets. Last week, there was reasonable fear that Warsh would be hawkish (favoring higher interest rates). I’m skeptical of that take, despite … Read more

The Federal Reserve is Irrelevant

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I’ll be speaking to the Manhattan Alternative Investment Network on Tuesday at noon NY time. We’ll be covering the inability of the Federal Reserve to influence crucial fiscal issues. We’ll also be covering the recent volatility in gold, silver, and Bitcoin along with some commentary on energy (uranium in particular). If you’d like to join, … Read more

5 Things to Know in Investing This Week – The Volatility Issue

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Quick announcement: I’ll be in Bangkok for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or know someone here you think it would be worthwhile for me to meet, feel free to reach out privately at IR@DeepKnowledgeInvesting.com.   We had most of this … Read more

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