Why Is China Moving Into Gold? | Mel Mattison

Mel Mattison returns to discuss his bullish market predictions for fall 2025, covering the Federal Reserve's dovish pivot and potential Treasury-Fed merger under Trump. The conversation explores China's strategic gold accumulation at the Shanghai Exchange, hidden weakness in native-born unemployment data, and why Mattison predicts ten rate cuts over twelve months. They analyze bond futures signals, housing market interventions including potential MAGA mortgages, and Scott Bessent's role in economic policy. The discussion covers Bitcoin and gold as inflation hedges, electricity price constraints from AI demand, and geopolitical tensions between America and China over monetary sovereignty.

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0:00 - Intro
0:48 - Summer’s over
4:11 - Fed independence myth
9:58 - December bond futures
15:53 - Rate cuts and job market weakness
22:44 - Bitkey & Unchained
24:04 - Market gains but people suffering
29:52 - China's gold accumulation strategy
36:40 - Obscura & SLNT
38:32 - The west doesn’t understand China
45:35 - Opportunituy Cost
46:20 - China's long term perspective
51:07 - Make the west great again
55:52 - Trump/Fed conflict
1:00:20 - Bessent’s national security role
1:16:11 - Housing emergency and MAGA intervention
1:26:20 - Electricity prices
1:32:22 - Bitcoin volatility suppression

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