In this conversation, Thierry Aris-Ruiz, founder of AGAUIO, discusses his background in finance and commodities, the flaws of fiat currency, and the potential of Blockchain backed Gold and Silver as alternatives. He critiques the rise of digital currencies and CBDCs, warning against the dangers of totalitarianism and the loss of individual freedoms. Thierry advocates for civil disobedience and the importance of opting out of oppressive systems, emphasizing the need for private sector initiatives to create a better financial future.

KEY TAKEWAYS

• Thierry Aris-Ruiz emphasizes the historical significance of gold and silver as money.

• Fiat currency is described as a Ponzi scheme backed by promises.

• Bitcoin is viewed as a better form of fiat due to its limited supply.

• The rise of digital currencies poses risks to individual freedoms.

• Digital IDs are seen as a tool for totalitarian control.

• Civil disobedience is necessary to resist oppressive systems.

• The future of money may lie in combining gold, silver, and blockchain technology.

• Private sector initiatives can provide alternatives to failing financial systems.

• Awareness and education are crucial for financial literacy.

• The current monetary system is in a bubble and at risk of collapse.

ABOUT THE GUEST

Our guest today is Thierry Arys Ruiz the founder of AgAu.io: The Peer-to-Peer, Electronic Money System backed by Ag (Silver) and Au (Gold) in Switzerland.

Thierry has worked for major trading houses and financial institutions such as Trafigura, LUKOIL, Scotia Capital, ICAP and Credit Suisse. He is an expert speaker for topics ranging from commodity trading to finance, frontier technology, A.I and Blockchain.

GUEST LINKS:

LinkBio - https://lnk.bio/fcKu

X: https://x.com/ThierryArys

LinkedIn: linkedin.com/in/joethierryarysruiz

Guest’s Book Recommendations:

• Principles (Ray Dalio): https://amzn.to/43z5xnK

• The Hero with a Thousand Faces: https://amzn.to/4hxpL7b

ABOUT THE HOST

Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.

As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.

Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.

HOST LINKS

Find him here: https://linktr.ee/farzinirani

Business Website (Success Simplified Ltd): www.successsimplified.life

‘Money Talks’ Interviews on RCR: https://rcr.media/explore/?feature=202

Host Book Recommendations: https://successsimplified.life/media-resources/

KEYWORDS

Thierry Aris-Ruiz, AGAUIO, fiat currency, Bitcoin, gold, silver, digital currency, CBDC, totalitarianism, financial freedom, blockchain, economics, macro strategy, commodities, emerging markets, financial markets, inflation, gold, investment strategies, US economy, Switzerland, democracy

DISCLAIMER

This podcast is for general informational purposes only and should not be considered financial, investment, or legal advice. The views and opinions expressed by guests are their own and do not represent the views of the host or Connecting the Dots. Guests are not compensated for their participation.

In this conversation, Mike McGlone, Senior Commodity Strategist for Bloomberg Intelligence, shares his insights on the current state of the financial markets, focusing on Gold, the Federal Reserve's policies, and the implications of geopolitical tensions. He discusses the historical context of deflationary cycles, the speculative nature of cryptocurrencies, and the future of commodities amidst economic uncertainty.

Mike emphasizes the importance of understanding market correlations and the potential for significant corrections in the stock market, urging caution among investors. He also discusses the current economic landscape and the implications of tariffs on the global economy. He emphasizes the importance of commodities and market signals, the rise of stablecoins, and the trends in the real estate market.

KEY TAKEWAYS

• The long bond is considered the cheapest asset available.

• The US dollar remains the strongest currency in a volatile world.

• US stock market cap is significantly larger than its debt.

•Tariffs are a necessary adjustment to trade imbalances.

• Gold tends to perform well during economic discombobulation.

• Stablecoins currently do not offer interest, making cash more appealing.

• The agricultural sector is seeing increased productivity due to technology.

• The US housing market is experiencing a downturn.

ABOUT THE GUEST

Mike McGlone is a Senior Commodity Strategist for Bloomberg Intelligence and specializes in the broad investible commodity markets, authoring the monthly Bloomberg Commodity Outlook. Mike joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade.

Prior to that he was head of U.S. research at ETF Securities. His other roles included head of commodity business at S&P Indices, futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston IBJ Futures.

Mike has an MBA from DePaul University in Chicago and Bachelors of science and arts degrees from Illinois State University. He is a CFA Charter holder and has earned a Financial Risk Manager (FRM) designation.

GUEST LINKS:

X: https://x.com/mikemcglone11

LinkedIn: linkedin.com/in/mike-mcglone-a8442513

Guest’s Book Recommendations:

1. At War with Ourselves - https://amzn.to/42mVEJu

2. Boom and Bust: A Global History of Financial Bubbles - https://amzn.to/4nMvKY7

3. The Price of Time: The Real Story of Interest - https://amzn.to/4n1cfKo

4. Chokepoints: How the global economy became a weapon of war - https://amzn.to/4nY9YQW

5. Daylight Robbery: How Tax Shaped Our Past and Will Change Our Future - https://amzn.to/42XAIZC

6. The Price of Tomorrow: Why Deflation is the Key to an Abundant Future - https://amzn.to/42NZxaD

ABOUT THE HOST

Farzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.

As Managing Director of Success Simplified Ltd he is regularly interviewed on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR).

Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future.

HOST LINKS

Find him here: https://linktr.ee/farzinirani

Business Website (Success Simplified Ltd): www.successsimplified.life

‘Money Talks’ Interviews on RCR: https://rcr.media/explore/?feature=202

Host Book Recommendations: https://successsimplified.life/media-resources/

In this conversation, Tavi Costa, a macro strategist at Crescat Capital, shares his insights on the financial markets, focusing on emerging markets, commodities, and the implications of US monetary policy. He discusses his personal journey into finance, the importance of understanding macro trends, and the potential for financial repression in the face of rising debt. Tavi emphasizes the critical role of gold and commodities in future economic growth, particularly in light of the AI revolution and changing geopolitical dynamics. He also highlights the significance of building personal conviction in investment decisions and the need for investors to be aware of valuation in their strategies.KEY TAKEWAYS• Tavi Costa's journey into finance began with personal experiences with money.• He emphasizes the importance of understanding macro trends in investment.• Emerging markets are seen as the next big opportunity in investing.• The US is facing significant debt challenges that will impact monetary policy.• Financial repression may be a necessary response to manage debt levels.• Gold is viewed as a critical asset in times of economic uncertainty.• Tavi believes that commodities will play a central role in future economic growth.• The AI revolution will require substantial infrastructure and resources.• Valuation is key in assessing investment opportunities in mining.• Tavi stresses the importance of building personal conviction in investment decisions.ABOUT THE GUESTTavi is a Macro Strategist at Crescat Capital and has been with the firm since 2013. He is responsible for developing Crescat’s macro models as part of our thematic investment process. His research has been featured in financial publications such as Bloomberg, Fox Business, CNN, The Wall Street Journal, Yahoo Finance, Reuters, and others. Tavi is a native of São Paulo, Brazil, and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in Finance and a minor in Spanish. GUEST LINKS: X: https://x.com/TaviCostaLinkedIn: linkedin.com/in/otavio-tavi-costa-76368628Guest’s Book Recommendations: 1. The Art of Speculation: Philip L. Carret - https://amzn.to/3IUYIpr2. Lords of Finance: Liaquat Ahamed - https://amzn.to/3VREgJ13. Men and Mines of Newmont: A Fifty-Year History - https://amzn.to/42mTxW4ABOUT THE HOSTFarzin Irani is a global wealth strategist with over 20+ years of cross-border experience, empowering high-net-worth individuals, entrepreneurs, and family offices to navigate uncertainty with clarity and confidence. His advisory work centres on wealth preservation and intergenerational resilience, ensuring decisions made today stand the test of time.As Managing Director of Success Simplified Ltd, and a regular voice on New Zealand’s ‘Money Talks’ segment on Reality Check Radio (RCR), Farzin is known for simplifying complexity by turning economic signals and geopolitical shifts into actionable strategies for his clients.Whether it’s on stage at financial industry events or in international boardrooms, he sparks fresh ideas and challenges groupthink, whilst guiding C-suite leaders and executives in making bespoke investment decisions and capital deployment strategies for the future - with conviction.HOST LINKSFind him here: https://linktr.ee/farziniraniBusiness Website (Success Simplified Ltd): www.successsimplified.lifeHost Interviews on ‘Money Talks’ on RCR: https://rcr.media/explore/?feature=202Host Book Recommendations: https://successsimplified.life/media-resources/