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So what weve got to do is identify the threats that we have its crazy you confront a shouldnt let it be an arms race off and spearing dramatic to follow the only really im going to resist i dont see how that strategy will be successful very critical time time to sit down and talk. Max kaiser this is the kaiser report its 21 days 22 days i forget the number of days but ron lockdown the corona virus a lockdown and you know its so the what is it is what evidence they say well of course everybody in the world is on a different day of their lockdown some people like him would have been on lockdown for 070 weeks now in america were starting to see walling lockdowns across america but you know as the World Everybody out there everybody watching is now in some form of lockdown where finding some entertaining diffs and means coming up on line as the people are at home and becoming very creative and i want to look at this these 2 little sets of money printing. And theyre quite interesting as you can see here is this one guy printed page a picture of pretend its base is turning red hes going readies point in predicting fast and then we have this other one here of a whole bunch of central bankers printing money so that seems to be their solution from the at least the neo liberal elite the keynesian sort of old school ivory tower economic thinking elite is money printing is going to solve all these pandemic problems now its like the child of ron paul and a lot of ways because you started talking about the problems associated with money printing in the Federal Reserve 2025 years ago during the 2008 crisis people started to more aware of this when big question came around suddenly a whole new generation started to understand the connection between money printing and the said and economic weakness and now i think its becoming mainstream knowledge that the problem is the say the problem is money printing the problem is social banks and so that problem goes away. Say that expect more pandemics and more financial catastrophes of course the money printing for the past 20 years in particular since the crash of 2002001 the dot com crash has really covered up all of this malfeasance and and basically stealing from the future all those generations that got to live back in 20 years ago and accumulate assets got to basically pull for the wealth of the generations but i want to look at some of the headlines and the data points that ive been looking at over the past week aside from the pandemic is the pandemic of money printing and currencies because currency markets are the biggest market in the wallet 6 trillion dollars today but there have been moments where theres actually been no the quiddity theres nobody been willing to take the other side of the dollar trade so the 6 trillion dollars in daily for explaining has evaporated and weve seen chaos absolute chaos there we see enough strong in dollar fall over 21 percent against the u. S. Dollar in just the past 2 weeks weve seen the euro down 7 percent in just one week its down well over that now or oil prices were down 22 percent then up 25 percent shoot volatility there of course were still kind of on a patch of Dollar Standard so thats also a proxy for the dollar and the Oil Price Collapse has also been part of the situation because its caused a shortage of dollars because every what everybody in the world has to buy their oil in dollars and because the prices collapsed and demand has collapsed there are fewer dollars out there in the rest of the world outside of america which is causing this liquidity shortage last like heisenbergs uncertainty principle applied to be for export it for the currency markets these currencies only exist to the extent that theyre being observed right because they are phantoms they are holograms they dont tie that anything economic theres no Economic Activity to support a 5. 00 to 6. 00 trillion 1. 04 x. Market theres no economy that whats. Part that its purely a. Kind of a manifestation of algorithms that are controlled by computers controlled by banks who have made a terrific profit trading phantom money and this money and so now that no ones looking at it theyre looking at their shelves full of canned soup instead because of the pandemic then the family disappears it only exists if youre looking at it no ones looking at it right now. So its gone i want to look at this interesting tweet that happened in the past week from denton pirro were going to actually interview him here on kaiser report but hes been talking about this dollar the dollar is the problem right now for the Global Financial system thats why you see so much of the chaos it is obviously the pandemic in the fact that everybody in the world out there high watching this you know theyre all at home and trapped in home and not able to work not able to produce and not be able to create wealth but the dollar is the linchpin to this global debt based system which is collapsing deflationary bostic celebrating now with oil down 22 percent today 75 percent from january higher us 5 year real rates driving up u. S. Dollars driving liquidation of growth assets time for real donald trump to intervene and for its markets to weaken dollar before it destroys entire system markets not functioning right then a dollar is a runaway Freight Train and you know it goes back to our old from the character when we started doing kaiser report more than 10 years ago the story was icelandic economy collapsing Irish Economy collapsing the swiss a commie was in trouble because of the carry trade so people were doing Interest Rate arbitrage the monks different currencies over the past 5 or 6 years very aggressively people have sold dollars to buy these emerging market currencies because they could get a better yield on those currencies suddenly when all liquidity disappears during during the highs of burgh uncertainty for its market the schrodingers cat of markets. Everyone is then short dollars they have to buy those dollars back because there are losing catastrophic way in all their non dollar plays in the market and this is causing a runaway Freight Train of the us dollar going higher which is debt deflationary deflationary which means that the all bond market collapses and im really impressed with the speed and voracity which the bond market is collapsing finally after 5 or 6 years of calling the top of the bond market it looks like weve finally did hit the top of the bond market instead of harassing me i think you might velocity the velocity of the collapse in the bond market of course what youre suggesting there is that you know people are essentially shorting the dollar by going along all those other markets and this is a huge short squeeze as people try to find dollars to close out their trades or take the other side of the trade or whatever and you know as were seeing were seeing like all these sort of bailouts for the consumer coming the citizen under a certain income and thats coming from the treasury the fiscal side congress is really saying that when we have the fed printing a lot of money for bankers printing credit essentially not money and weve seen this pressure for bailing out all these Industries Like the Airline Industry and people its interesting to see on twitter because people are starting to really notice that all the airlines for example spent 96 percent of their pas all of their net cash flow over the past few years on stock buybacks so now theyre seeing what a Balance Sheet a destruction looks like right so just to review a company like boeing or American Airlines or Berkshire Hathaway they give themselves options to buy stock so lets say the stocks are 100 bucks and the executives are given free options to buy stock of a 100. 00 and the value of that option might be 1. 00 going to 1. 00 option to buy the stock of a 100 baht. Yes then the company borrows lots of money from the fed for a 0 percent Interest Rate 0 cost and they buy back their own stock so makes the look earnings look better because earnings are now distributed or applied to less shares of stock so the stock goes up 2030405100 percent so that 1. 00 option is that worth 567080. 00 and you got it for free so they just cash it out and theyre just taking all that money especially from the company its Insider Trading and its also accounting fraud and its and it was used to be illegal until 1902 when reagan came in and made it legal suddenly and i want to point out because were not going to go too much into a stock buybacks because i want to talk some more about the observations during this pandemic because weve talked a lot about stock buybacks but the important thing here is theyre not only taking Credit Credit is one thing you can go bust you can just the fault on your loans that you owe the fed whatever but here theyre using cash actual cash from their Balance Sheet the most precious thing of all cash is king as were saying in this class you cant conjure it up out of thin air and the fed can only print you more credit they they cant give you cash they can continue looking at the story Going Forward but in terms of like the grocery business thats a great cash Business People go in there and get cash for real goods and commodities that they need to eat to sustain themselves so i want to you know tell the people an interesting point i heard this week from an Investment Adviser i know and they were looking at the grocery sector as a whole all the huge supermarket chains that you could think of in the United States listed on the stock market they have already reaped achieved their profit hopes for the entirety of 2020 by march 15th so that can suggest a whole bunch of Different Things either that every american has 9 months worth of supply that they have bought so because if youve already achieved in the 1st quarter that means all the next 3 quarters theyve already bought all the food that they were ever going to buy you know humans cant eat more calories and they are designed to. You know you eat 2000 calories a day its not a youre going to like suddenly 6000 calories a day so either everybody has bought 9 month supply gallaghers have bought loews a supply and theyre selling it reselling it on amazon or e. Bay it could mean like a few of those people who fled manhattan to live out in the hamptons turning this that theyve bought 6 year supply or 5 year supply each. You know or it could be of course theres a lot of high margin products in the supermarket shelves like all the packaged foods beer wine all that sort of stuff that people are just buying whatever so there will be some winners in this chaos those who are able to deliver food in a way that makes sense in a pandemic are going to generate a lot of revenue is the 2020 revenue goal were met already in the 1st quarter 2020 for a lot of these a Grocery Stores i think amazon obviously they had to hire 100000 people to kit to to pick up the demand in their warehouses so if they hit the distortions in the. Way that the economy in the stock market is buckling and doing all kinds of you know it we are going to be some winners and some losers just as you could see from the Great Depression you also had a very similar thing which was the Cereal Companies Everybody Knows kelloggs cereal that survived the Great Depression because it had cash on hand that it was willing to spend on advertising everybody you know is a snap crackle pop Rice Krispies well that advertisement went out across radio stations across america in 1933 that was when they took over they were became the only big Cereal Company left and the out there caught that their competitor nobody remembers their name at the moment but it just they disappeared because they retreated they pulled back they didnt have the cash they were unwilling to spend the money on advertising but you know in terms of whats happening in the world one thing i want to point out in terms of the structure of our economy and the financial system. Is that generation z. Who are between the ages of 4 and 24 at the moment they might have a really Good Opportunity not only for you know really low stock prices is like buying in 1033 or 9034. 00 and the structure of the economy is obviously going to have to change the crisis in america is a crisis because its quite clear they were lying to us or were keeping quiet or not really warning everybody not only because like senator richard burr here from from North Carolina had to sell and dump his stocks 1st but what you saw is that america doesnt make any crucial vital Manufacturing Products like all the medical supplies so we dont have any of those so all of the manufacturing is so much me fashioning is going to have to return and that could be better for the next generation josh hawley who is a senator from missouri maybe his congressperson but he said to any multinational corporations that come to Congress Asking for taxpayer money you better come prepared to explain how you move supply chains and jobs back to america if you want my vote yeah any major crisis the depression the world war theres a group of folks that rises to the occasion and they define that generation you know one a great novel that came out during world war 2 was Joseph Heller catch 22 which showed the insanity of war and how some people within that situation were profiteering and doing great and making tons of money you know this isnt one of those situations where its a catch 22 except it might be catch 23. 00 anyway were going to take a break and when we come back whats more coming your way. Your government and our government and all the other major governments of the world know whats going to happen and when its go but they havent told you and they havent told me they havent announced. Imagine something as big as the earth. Is going to cause tidal waves or earthquakes volcanoes erupt and its going to chill. So very for a while right. My great grandfathers quote. Nobody would care about the law or prison so youd have lawlessness should have. A terrible life between now and the. Welcome back to the fort im max keyser time now to turn to Alistair Macleod of gold money dot com and as always i should mention that i am an investor in gold money al so welcome back to the program max already lets talk about some important things here the u. S. Dollar has absolutely soared over the past 2 weeks some major economy currencies like the british pound or the Australian Dollar are down double digits against the dollar whats going on alistair well the instinct i think is just is to rush towards the dollar in times of trouble. That if you like is the up to the full the full the full will be when the foreign as who already weve said this before on your show around about 25. 00 trillion dollars the problem is that they lack a quiddity theyve got the dollars they need to raise the liquidity out of their existing dollars which they will do by selling us. Assets in the full d mo Portfolio Investments and u. S. Treasuries and so on so full so there will be off to this a liquidation wave of the dollar right lets talk about oil and how that relates to the some have suggested that the crash of oil prices has led to a dollar shortage if thats what you do you agree with this can you walk us through the relationship between oil price the oil d price crass and the dollar if any ouster well the Oil Price Crash has set me being an engineer it to an extent i think by russia deciding to withdraw from any cooperation with opec saudi arabia which needs the money i had no excuse no alternative but to follow as far as the effect on the dollar itself is consent i mean you know you. Sort of play around with numbers about how you know sort of the value of oil imports will fall actually i think youre in youre actually selfsufficient in oil now i dont see theres any real connection between whats happening in the dollar and oil oil is the separatists you but nonetheless important because it will have a lock on effect on the whole of the shoah business and consequently i suspect that there will be major bankruptcies in the last area some people say that this is a deliberate act on. The possible usha i dont know i think probably less reading too much into it as far as the dollar itself is concerned i think there are bigger forces at play and those are to do with payments payments through the supreme through all the supply trades if you look at the total value of all the transactions that go up to make g. D. P. Thats in capsulated and something who grows it now that truly does capture all in numbers gross output is around about 38. 00 trillion dollars in america so what is happening is happening in that sort of number its a very very big deal you are right just just to pay it clear for the audience than the saudi arabia started this kerfuffle in the oil paths and theyre highly indebted and they kind of poke the russian bear and of course russia doesnt have any National Debt and is buying gold by thousands of tons south keep in my mind now presumably the 3 major bubbles and crashes weve seen in the past 20 years are a sign instability and for gelati of the fiats system and youve been writing recently that you see the end of the fi out era so talk about that else there yes we have come up with really a real real crisis and they see a template for this is an interesting. None of that was john roll 300 years ago france mississippi bubble. At the tail end of 7019 he was trying desperately to puff up the mississippi bubble before backing it with a bone cryo which that state was effectively the French Central Bank now he had control over the printing of money off that bank and he he puffed up the share price by printing money the currency started to fail 1st and then the major failed and when the measure failed by september 17th 20. 00 there was meant to be some value in the share price like it had fallen from a bus 11000. 00 libra down to around about 2000 lever but tellingly the value of the leave for itself in the foreign exchanges was a 0 there was no exchange for it so in other words the whole thing got wiped out all that model in less than a year and it looks to me like were doing the same thing here i mean for decades the Central Banks and particularly the fed has been trying to maintain a full slevin of value in government securities that force level of value in if you like in Financial Assets as i hope is beginning to fall apart the fed is losing control so far we havent really seen this effect government treasuries but i think they have begun to turn higher in terms of year old and i think thats going to continue now the point but this is that if you look at what the right price level is for say the 10 year u. S. Treasury that must at least give you a return over the rate of inflation the fed says the rate of inflation is 2 percent if you actually talk to anybody in america anybody in the u. K. Anybody in europe theyll say oh its a lot closer to 10 percent and indeed she. That is stats dot com at the chat would index say exactly that that facial Price Inflation is running at 10 percent that is that close a figure that we should be looking at if the u. S. Treasury 10 year bond folds to reflect that rate of inflation then you can see that weve got prices falling to under hof where they are and the effect on the u. S. Governments finances d would be to expose the u. S. Government as completely bankrupt now that would be reflected in the purchasing power of the dollar now not only that but this coronavirus has accelerated the printing of the dollar in the last week we have seen 2. 00 trillion announced by the fed the fed to lead on top of that they have reopened swap lines with the e. C. B. The bank of england the Swiss National bank the bank of japan and this is not a country but anyway so major banks and that is it now that a lot of the problem is the supply chains which said to stay they said they will complete the backstop dont stop at the u. S. Border youve got dollar denominated supply chains going into east asia and elsewhere i mean i think that they say manufacturing model of apple is a very very good example of this so this is a very very big deal in terms of the amount of currency that is going to be issued in the next 2 to 3 months it is follow that anyone really suspects now if you impose that of a john roll model you can see exactly how by the end of this year we should not be surprised to find that not only has the ho industry a financial asss collapsed but the Current System fit currencies have gone with it let me continue on here for a 2nd do you think the. Market crash situation is event driven and will return said normal d after these a lot downs are lifted you kind of answered that the last the last go but to what extent would there be any relief if any once the lock downs are removed alistair do you see that having a Material Impact or is it just going to be the end of a 40 year bubble and were back to. Very very dire a kind of normality alister well when you get Something Like this quite hopelessly there is no miss hope in the investing public that this is not as bad as i have said it is so at the 1st stage of some good news maybe the pace of the virus slows down a base or Something Like that and it appears as if governments are getting on top of it so that could get a bit of a rally in the markets by this from here or whether its from low levels i think is immaterial but you can have that period of consolidation and a very good example of this is if you go back to 929932. 00 the 1st hit straight was from the end of september through to the end of october 929. 00 event had a consolidation phase which tokyo i think to around about the middle of 9930. 00 and then the market just went down and down and down now that took 3 yes we didnt have vast amount of time we have a fit currency unlike in 1929 to 32 where the currency was exchangeable for cote so this is a very different situation and i think good for a policy extremely quickly but i would expect a period of sums some stage in the collapse of everybody had it heaving a sigh of relief and thinking well perhaps its very cheap perhaps able to buy the market and some sort of rally developing but i think it will be a rally and help rather than and stuff. Right were getting back to john law example as ari member mike history correctly they outlawed specie as they called it that would be a golden summer at that time to enable that scheme to continue to collapse and i think thats an afghan paris announcer absolutely i mean there were various times that speccy was outlawed and certainly towards the end of 79000. 00 that was the case now once the whole thing had sort of fallen a pop through 17 twenties of course the police went round from house to house or the equivalent of the police the army if you like. Collecting spacy on behalf of the king so you know this is something which is ahead of us i dont know whether because in specie i doubt it very much but one wonders what the blowback from government is likely to be i suspect it will be. More in terms of controlling our lives rather than less a say just completely robbing us in that way but you know the jurys out i mean you know the 70 references think of high up in the road to serfdom i mean whats happening on the political side is actually frighteningly close to the story they thought that he put into it to that work i mean were seeing the grab for power this coronavirus i know its not intended in this way but the coronavirus is giving governments an awful lot of power weight should after it say it will they relinquish it weve yet to see i think in the case of a collapsing currency i think theyre likely to try and tighten that power of them ease up on it right well out says all is to really enlightening thanks for being on the kaiser report that was my pleasure max all right well thats going to do it for this edition of the kaiser report with me max kaiser and Stacy Herbert thanks to our guest out for mccloud gold money dot com you can catch his essays and writings at gold money dot com available right there. All the checked out you want to catch up with us on twitter its kaiser report and so i stand by oh. You know what im going to be out there see i dont think of the last picture on many. New dorp or. I kind of but i wonder. If the now one think its higher than. Africa mafias safe and quick passage to europe but once they. Leave the College Speech util. Will not some of them leave be a mom and i couldnt you know if this unit can get it out i mean. They sold the. Home court of the. Because the persona that a kid even. Welcome to our International Viewers live from Central London this is r. T. U. K. The Health Secretary calls for a quarter of a 1000000 volunteers to help the n. H. S. Fight coronavirus after the death toll rose by 87 in the u. K. The biggest one day rise so far. As the Health Service comes under pressure as intensive care stopper forced to look after more and more patients. Gang violence could be set to surge due to a fall in demand for drugs due to social distancing according to reports of experts

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