Connecting the Dots w/ Farzin Irani

About Connecting the Dots w/ Farzin Irani

🔥CONNECTING THE DOTS with FARZIN IRANI Wealth. Markets. Business. Geopolitics. The forces shaping what comes next. Welcome to Connecting the Dots - where signals speak, patterns reveal, and nothing is random. Connecting The Dots features in-depth conversations with investors, founders, economists, authors and leading thinkers exploring wealth, markets, business, geopolitics and the forces shaping the global economy. The show is built around one idea: Look beyond the headline. Connect the forces shaping the world — and understand what they mean for capital, business and individual freedom.

Publisher

Farzin Irani

Category

business

Language

en

Explicit

No

First episode

25 Aug 2025

Latest episode

21 Oct 2026

Latest episodes

1 of 38 episodes have a transcript.

1. 

   21 Oct 2026

   Clive Thompson: The Secret Gold Revaluation That Solves The Debt Crisis

   In this episode, Farzin Irani sits down with Clive Thompson — a retired Managing Director with nearly 50 years of experience spanning the UK, Coutts & Co Switzerland, and Union Bancaire Privée — for one of the most quietly alarming conversations we’ve had on the show.Clive doesn’t shout. He doesn’t sensationalise. He simply connects the dots between government debt that is growing faster than the economy, a monetary system drawing towards its endgame, and the tools that governments will use to manage the transition — yield curve control, gold revaluation, and eventually CBDC, which he describes simply as a modern ration coupon.With five decades of institutional perspective and a Swiss private banking lens that most commentators don’t have, this is a conversation that rewards careful listening.In this episode we cover:✅ Why government debts are growing faster than economies can support✅ Why yield curve control is now a certainty, not a possibility✅ The Bretton Woods system drawing towards its endgame✅ Why recessions don’t automatically mean stock market crashes✅ The secret gold revaluation — how central banks could reset the debt✅ Why gold is less than 1% of the $127 trillion in global assets under management✅ Central bank gold buying and what it signals about the system✅ Why inflation is structural, not transitory✅ BRICS, dedollarisation and the multipolar monetary system✅ CBDC as programmable money — and why Clive calls it a ration coupon✅ What stores of wealth make sense through the transition✅ The Swiss private banking perspective on gold vs US investor attitudes✅ How to survive and position through the monetary resetAbout Clive ThompsonClive Thompson began his career in finance in 1975 in the United Kingdom and spent nearly 50 years in trusts, wealth management, and Swiss private banking. In 1995 he joined Coutts & Co in Switzerland as a Private Banker. When Coutts’ Swiss wealth management business was acquired by Union Bancaire Privée in 2015, he continued as Managing Director until his retirement in 2022. He remains an active investor across equities, private equity, precious metals, crypto, property, and tangible assets.🌐 Website: https://clivethompson.com📺 YouTube: https://www.youtube.com/channel/UCrlFUp4OtXJSiDfiPMFnk3A📚 Little Trot Series on Amazon: https://mybook.to/hLtv🌐 Connect with Farzin: https://linktr.ee/farzinirani🌐 Business website: https://www.sovereignty.capital/🌐 Free Wealth Diagnostic: https://www.sovereignty.capital/the-diagnostic📩 Substack: https://sovereigntycapital.substack.com/p/the-ruler-not-just-the-readingCliveThompson, YieldCurveControl, Gold, GoldRevaluation, CBDC, WealthPreservation, ConnectingTheDots, MacroInvesting, Inflation, GovernmentDebt, BretonWoods, Dedollarisation, BRICS, SwissBanking, MonetaryReset, CentralBanks, HardAssets, Bitcoin, SovereignWealth, Recession, StockMarket, GoldPrice, DigitalCurrency, FinancialReset, LittleTrot

2. 

   8 Oct 2026

   Simon Hunt: The Middle East Is About To Be Completely Restructured

   Simon Hunt is back. One of the world's most respected geopolitical and commodities analysts returns to Connecting the Dots for a conversation that goes far beyond the headlines — and into the structural forces that are quietly reshaping the world.Simon believes we are heading for a complete restructuring of the Gulf States and the Middle East, with Iran emerging as the fourth most powerful nation in the world. He sees a 2027 recession deliberately engineered by the Fed to clean up America's credit system, followed by a massive re-liquefaction that sets off the real inflationary period from 2028 to 2032. He has gold going to over $15,000 by 2030. And his final advice — start growing your own food. This is not a metaphor.In this episode we cover:✅ Why the Middle East is heading for a complete geopolitical restructuring✅ Why Saudi Arabia's regime could fracture from within✅ Iran's military coordination and why it is more united than the media suggests✅ The risk of another US or Israeli strike on Iran before the midterms✅ Whether tactical nuclear weapons could be used✅ Russia, China, Iran — how strong is the alliance really?✅ Why China is not as impacted by the Strait of Hormuz as people think✅ Europe heading into recession — and potentially worse✅ The 2027 recession, 2028 re-liquefaction, and the real inflationary period✅ Why Kevin Warsh may deliberately tighten to clean up the credit system✅ The DXY falling to 50 by 2030 to 2032✅ Gold at over $15,000 by 2030✅ Copper from $14,500 today to $28,000 by 2030✅ Food prices on an alarming upward trend — and possible rationing✅ Why short cycles, physical gold outside the banking system, and food self-sufficiency are the most important things to act on now✅ What Simon's own family is doing to prepare in rural DevonAbout Simon HuntSimon Hunt is a veteran commodities strategist and geopolitical analyst with decades of experience studying China, Russia, the West, and the relationship between geopolitics and economic cycles. He publishes independent research through his firm.🌐 → https://simon-hunt.com/🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnostic📩 Substack → https://sovereigntycapital.substack.com/p/the-ruler-not-just-the-readingSimonHunt, MiddleEast, Geopolitics, Iran, SaudiArabia, Gold, GoldPrice, Copper, Commodities, WealthPreservation, ConnectingTheDots, MacroInvesting, WorldWarThree, Russia, China, USDollar, DollarCollapse, Inflation, Recession, FoodCrisis, Diesel, StraitOfHormuz, FederalReserve, SovereignWealth, SelfSufficiency

3. 

   1 Oct 2026

   Marc Faber: Gold, Real Estate & Why You Must Diversify Before The Next Crisis

   In this episode, Farzin Irani sits down with Dr. Marc Faber — legendary contrarian investor, author of The Gloom Boom & Doom Report, and one of the most outspoken macro thinkers of the last four decades.Marc doesn't mince words. He argues that the AI investment boom is the largest capital spending cycle since the railroads in the nineteenth century — and when it bursts, on top of record global debt, it will cause a depression. That governments lie about everything including inflation. That the conditions for a major global conflict are better right now than at any point since World War Two. And that the only way out of the current system is through a crisis that collapses it.From gold confiscation risks to geographical diversification of wealth, to why democracy forces politicians to lie to get elected — this is one of the most direct and unfiltered conversations we've had on Connecting the Dots.In this episode we cover:✅ What investors are getting most wrong about the world today✅ How government interventions distort markets and misallocate capital✅ Why subsidies and tariffs are inflationary taxes in disguise✅ Why the CPI grossly understates the real cost of living✅ Labour income as a share of GDP at the lowest level since 1947✅ Why 35-year-olds today are less wealthy than their parents were✅ Why government spending above 50% of GDP kills economic growth✅ Bond vigilantes — are they back and what does it mean?✅ The AI bubble — bigger than dot-com and comparable to the railroads✅ Why the collapse of AI investment will cause a global depression✅ War cycles — why conditions for conflict are the best since WW2✅ Why the system can only be fixed through a crisis, not voluntarily✅ Gold — the bullish case and the confiscation risk✅ Why diversification across assets and geographies is essentialAbout Marc FaberDr. Marc Faber is a Swiss investor, author, and publisher of The Gloom Boom & Doom Report — a monthly investment newsletter read by sophisticated investors worldwide. He is known for his contrarian macro views, his early warnings on asset bubbles, and his advocacy for hard assets and geographical diversification. He is based in Thailand and has been a fixture on global financial media for over four decades.🌐 https://www.gloomboomdoom.com/about/biography/🌐 Connect with Farzin → https://linktr.ee/farzinirani🌐 Business website → https://www.sovereignty.capital/🌐 Free Wealth Diagnostic → https://www.sovereignty.capital/the-diagnosticMarcFaber, GloomBoomDoom, Gold, GoldInvesting, GoldConfiscation, Diversification, WealthPreservation, ConnectingTheDots, Inflation, CPI, GovernmentDebt, AIBubble, Depression, MacroInvesting, WarCycles, Geopolitics, HardAssets, Bitcoin, RealEstate, CentralBanks, BondVigilantes, Democracy, GlobalMacro, FinancialCrisis, SovereignWealth, GovernmentLies, AssetBubbles, FreeMarket, Tariffs, Subsidies

Inside a recent episode

DAVID MORGAN: The U.S. Debt is a ticking timebomb | Connecting the Dots w/ Farzin Irani

Published 21 Oct 2025 · Transcript excerpt

[…] In fact, they're in debt by about 37 trillion. And as we speak, the US government has shut down as a yesterday if I'm not mistaken. What's your view on the US government being able to get out of this debt problem? Oh, it's just two minutes a minute. It's two minutes a minute. There's really no way to get out of a debt this large. It's a friend of mine that's very studied and taught me a lot. And I think he's learned things from me as well. But the idea that he took on when summer was what happens in this type of a system does it go into a debt liquidating depression or does it go into a hyperinflationary blow -off? […]

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Spotify

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6 ratings

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