The Bond Market Breakdown Has Started... Stocks, Housing, Crypto Are Next

The Bond Market Breakdown Has Started... Stocks, Housing, Crypto Are Next

A new housing law just passed that guarantees prices go higher. Bonds are breaking. And every bank bullish on Bitcoin refuses to buy Stretch. This episode is sponsored by Upwork. Visit https://upwork.com right now and post your job for free to connect with top talent ready to help your business grow. This episode is also sponsored by Ground News. Go to http://groundnews.com/schiff [http://groundnews.com/schiff] to get 40% off the unlimited access Vantage plan and unlock world-wide perspectives on the stories shaping our world. Watch more episodes: https://www.youtube.com/watch?v=TE0fyjt4Occ&list=PL9hNbo_Ztnr9cAg2Ee0Tiid1quEU1imiS [https://www.youtube.com/watch?list=PL9hNbo_Ztnr9cAg2Ee0Tiid1quEU1imiS&v=TE0fyjt4Occ] The Iran peace deal collapsed and the war is back on, yet US stock markets barely reacted — the AI bubble powering tech kept the S&P and Nasdaq positive while gold and silver sold off, with gold closing at $4,019 and silver falling 3.5% below $60. Bond yields climbed back to cycle highs with the 10-year at 4.56% and the 30-year at 5.06%, and Peter Schiff sees a major breakdown ahead that will hit stocks, housing, and crypto simultaneously. The 21st Century Road to Housing Bill became law without Trump's signature, and Schiff argues it will make housing worse, not better. Nine decades of government housing policy — every program sold as making homes more affordable — have produced the least affordable housing in American history, because subsidizing demand raises prices and the money ends up in sellers' pockets. Trump has openly said he wants home prices to rise, in the middle of an affordability crisis. Meanwhile SpaceX fell 36% from its highs in under two weeks with every open-market buyer underwater and lockup expirations still ahead. Every Wall Street firm covering Bitcoin is bullish — Citi at $82K, Standard Chartered at $100K, Bernstein at $150K, JP Morgan at $170K — yet not one is buying Stretch at $87.48, where a 13.7% yield proves the market doesn't believe Bitcoin can appreciate 12% a year. They don't believe their own forecasts. Chapters: 00:00 Markets Defy Bad News 01:38 War Tensions and Metals 05:11 Bond Yields Warning Signs 06:57 AI Bubble and IPO Mania 11:42 Bitcoin Hype and Wall Street 17:07 Dollar Flat Oil Rising 18:09 Housing Bill Political Fight 19:54 Affordability Crisis Explained 24:16 How Subsidies Inflate Prices 32:03 Bubble Collateral Trap 32:58 Jobs Report Media Spin 34:40 Housing Supply Not Subsidies 37:20 Save America Act Debate 41:25 Voting Rights Republic Critique 52:49 Democracy Incentives Corruption 57:12 Two Party No Choice 58:42 Podcast Wrap Up YouTube: https://youtube.com/peterschiff X: https://x.com/peterschiff Instagram: https://instagram.com/peterschiff TikTok: https://tiktok.com/@peterschiffofficial Facebook: https://facebook.com/peterschiff Our Sponsors: * Check out Chilipad and use my code GOLD for a great deal: https://sleep.me * Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com * Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.com Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

We Need Another Emancipation. This Time From Our Own Government

Iran deal dead. DOGE dead. Saylor selling at a loss. Medieval serfs kept more of their income than you do. I warned you about all of it. This episode is sponsored by DripDrop. Stock up now at http://dripdrop.com [http://dripdrop.com] and use promo code GOLD for 20% off This episode is also sponsored by Rockwell Automation. Download their 11th Annual State of Smart Manufacturing Report at https://rok.auto/sosm [https://rok.auto/sosm] The Iran peace deal collapsed and the war is back on, with Trump acknowledging he was "two weeks from a depression" when he agreed to the MOU — a confession Peter Schiff says handed Iran all the leverage. Oil jumped 6% to $75, but the real story is bond yields: the 10-year hit 4.58% and the 30-year 5.07% — nearly at cycle highs despite oil being 25% below its peak, proving the debt, not the war, is driving yields higher. FOMC minutes revealed that 9 of 13 members now support rate hikes after zero did just 90 days ago — theatrics Schiff says Warsh is orchestrating to appear hawkish without ever delivering. The May goods trade deficit exploded to $106.5 billion despite Trump's tariffs, continuing the pattern from his first term. DOGE was officially shut down with zero spending cuts achieved. Strategy sold 3,588 Bitcoin at a $15,000 per coin loss while Stretch sank to $86, and Trump's new savings accounts give kids $1,000 in borrowed money they'll repay through inflation. Schiff closes by noting that medieval serfs kept 75% of their output — more than the average American keeps today — making modern taxpayers lower in status than feudal peasants. Chapters: 00:00 Freedom Versus Slavery 00:46 Iran Deal Collapses 05:04 Markets React to War 07:15 Oil Bonds and AI Bubble 16:17 Fed Minutes Rate Hike Theater 21:28 Tariffs Inflation Excuses 26:10 Real Rates and Debt Trap 27:41 Trade Deficit Reality Check 30:03 AI Threat to Services Surplus 32:32 Democracy Deficits and Rights 34:59 Rights And Healthcare 36:28 Housing And Free Markets 40:08 Tax Cuts And Wealth Theft 45:55 Taxes And Modern Slavery 48:25 DOGE Shutdown And Bitcoin Crash Follow @peterschiff X: https://twitter.com/peterschiff Instagram: https://instagram.com/peterschiff TikTok: https://tiktok.com/@peterschiffofficial Facebook: https://facebook.com/peterschiff Our Sponsors: * Check out Chilipad and use my code GOLD for a great deal: https://sleep.me * Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com * Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.com Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

They Don't Want You to Hear This on Independence Day

Saylor authorized $1.25B in Bitcoin sales. 514K full-time jobs vanished. Trump made $2.2B selling access. 250 years later, we need another revolution. • This episode is sponsored by Odoo. Sign up for free at https://www.odoo.com/r/peter [https://www.odoo.com/r/peter] The June jobs report came in at 57,000 — half of the lowest estimate — with May revised down from 172,000 to 129,000. Full-time employment collapsed by 514,000 in a single month, bringing total full-time job losses since Trump took office to 2.24 million. The labor force participation rate dropped to 61.5% as 700,000 workers simply gave up, and manufacturing has lost 73,000 jobs despite Trump's tariff promises. Michael Saylor officially surrendered the "never sell Bitcoin" thesis, establishing a "Bitcoin monetization fund" authorizing up to $1.25 billion in Bitcoin sales to maintain dollar reserves, buy back common stock, and repurchase Stretch preferreds trading at $87.80. He raised the Stretch dividend to 12% with mandatory increases ahead. Peter Schiff argues this transforms Strategy from the market's biggest buyer into its biggest seller, removing the bid that underpinned Bitcoin's price. Trump's financial disclosure revealed $2.2 billion in income — $1.4 billion from meme coins and tokens alone — while Mar-a-Lago membership hit $1 million and the Executive Club charges $500,000 for a restaurant seat next to cabinet members. Peter closes with a 250th Independence Day reflection, arguing Americans today face more tyranny than the colonists ever did under King George, and that the revolution we need now must happen at the ballot box. Chapters: 00:00 Holiday Intro and July 4th Tease 00:37 Jobs Report Shock and Revisions 03:43 Full-Time Jobs Slide and Tariff Reality 07:29 Fed Rate Hike Theater and Gold Bounce 16:28 Bitcoin Strategy Turns Seller 29:57 Meme Coins as Bribes 31:09 Paying for Trump Access 34:26 Debt Gimmicks and Deficits 35:38 Independence Day and Founding Ideals 45:45 Modern Tyranny and Peaceful Revolution Follow @peterschiff X: https://twitter.com/peterschiff Instagram: https://instagram.com/peterschiff TikTok: https://tiktok.com/@peterschiffofficial Facebook: https://facebook.com/peterschiff Free Reports & Market Updates: https://www.europac.com Book Store: https://schiffradio.com/books Sign up for Peter's most valuable insights at https://schiffsovereign.com Schiff Gold News: https://www.schiffgold.com/news #PeterSchiffShow #IndependenceDay #BitcoinCrash Our Sponsors: * Check out Chilipad and use my code GOLD for a great deal: https://sleep.me * Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com * Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.com Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

The Great Rotation Has Begun. Here's How to Make Your Money Back

Stretch hit $71 intraday. Strategy down 85% from peak. The first lawsuit just landed. And CNBC has gone completely silent. - This episode is sponsored by Pebl. Go to https://hipebl.ai [https://hipebl.ai] to get a free estimate. The Strategy death spiral accelerated dramatically this week. Stretch preferred stock plunged 18% to close at $79 after hitting an intraday low of $71 — a 29% loss from par that wiped out more than two years of dividend income in weeks. Strategy common stock crashed 30% in a single week and is now down 85% from its peak, trading at a massive discount to its Bitcoin NAV. The first class action lawsuit was filed against Strategy, and Schiff expects tens of billions in total legal liability from both Stretch and common equity holders. Saylor continued selling common stock to buy Bitcoin despite each purchase destroying shareholder value — diluting Bitcoin per share at the current discount. Schiff argues this is done solely to maintain the illusion that Strategy is still a buyer, propping up Bitcoin's price at shareholders' expense. Bitcoin fell 8.3% to below $60,000 but is only the beginning — with Strategy sidelined as a buyer and ETF holders sitting on losses, there is no marginal buyer left. Gold traded below $4,000 and silver dropped to $56 intraday before recovering, but Schiff sees this as the likely bottom of the correction and the buying opportunity of the cycle. Alan Greenspan died at 100, and Schiff eulogized him as the architect of modern monetary inflation who proved that even a gold bug will choose inflation when given the power of the printing press. Chapters: 00:00 Death Spiral Warning 01:50 Stretch Ponzi Explained 09:36 Why It Must Collapse 18:41 This Week’s Crash Data 28:57 Lawsuits and Market Fallout 33:14 Gold and Silver Bottoming 34:43 Fed Hype and Inflation Reality 39:11 Greenspan Legacy and Gold Signal 43:21 Dump Crypto Buy Metals 52:43 Ford Wage Myth and Wrap Up Follow @peterschiff X: https://twitter.com/peterschiff Instagram: https://instagram.com/peterschiff TikTok: https://tiktok.com/@peterschiffofficial Facebook: https://facebook.com/peterschiff #PeterSchiffShow #StrategyDeathSpiral #BitcoinCrash Our Sponsors: * Check out Chilipad and use my code GOLD for a great deal: https://sleep.me * Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com * Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.com Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

Iran Won the War, Adam Schiff Wants Your Money, and Japan Is About to Blow Up

Iran's regime survived, got $300B, and we reopened what we closed. Adam Schiff wants to steal Musk's trillion. Japan is about to blow. This episode is sponsored by Zapier. Get started for free at https://zapier.com/gold [https://zapier.com/gold] The Iran MOU is being celebrated as a great victory, but Peter Schiff argues it achieved nothing more than returning to pre-war conditions: no fighting and the Strait of Hormuz open — both of which were true before the war started. Iran's regime survived, got immediate sanctions relief, access to a $300 billion investment fund, and frozen assets returned. The only concession is a promise not to develop nuclear weapons — the same promise they were making before the war that Trump said wasn't good enough. Schiff dismantles Adam Schiff's viral video calling for confiscation of Elon Musk's trillion-dollar wealth, showing that dumping that much stock would crash the price to a fraction of its value, destroy two companies, eliminate the incentive for future entrepreneurs, and give each household a one-time $7,500 check they'd spend in a week — the communist promise that has failed every time it's been tried. California's billionaire wealth tax made the ballot, threatening a 5% annual levy that would trigger a mass exodus. Meanwhile, Japan's debt crisis is accelerating with the yen breaking down past 160, 10-year JGBs at 2.65%, and a debt-to-GDP ratio of 250% — at 4% interest rates, two-thirds of Japanese tax revenue would go to interest alone. Schiff calls it a preview of America's future. Chapters: 00:00 Crisis Without a Plan 00:48 Father’s Day Intro 02:21 Iran MOU Reality Check 09:40 Who Really Wins the Deal 17:10 Wealth Inequality and Billionaire Taxes 31:16 Why Capital Matters 32:29 Panama Wealth Conference 33:47 Schiff vs Billionaires 35:00 Confiscation Fallout 42:43 Japan Yen Crisis 50:58 Gold Fed Reality Check 54:23 Accountability and Wrap Up Follow @peterschiff X: https://twitter.com/peterschiff Instagram: https://instagram.com/peterschiff TikTok: https://tiktok.com/@peterschiffofficial Facebook: https://facebook.com/peterschiff Our Sponsors: * Check out Chilipad and use my code GOLD for a great deal: https://sleep.me * Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com * Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com * Check out Quince and use my code quince.com/gold for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.com Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]