Kenneth Rogoff Issues Fed Warning, Predicts Higher Inflation and Market Fallout

In a must-watch interview for every serious investor and patriot, Kitco News Anchor Jeremy Szafron sits down with former IMF Chief Economist Kenneth Rogoff, one of the world’s most influential economic minds, to expose the threats facing the U.S. dollar and the future of American financial leadership.

Rogoff, author of "Our Dollar, Your Problem", says the Federal Reserve is under political assault, warning that higher inflation is no longer a risk—it’s a certainty. As central banks across the globe buy gold at a record pace, Rogoff explains why “the dollar’s days are numbered.”

From the looming crisis in China to the threat of Japanese-style stagflation in the U.S., Rogoff breaks down what he sees as a historic turning point for global markets, and makes the case for why gold is once again the ultimate safe haven.

This is not just economic theory—it’s a wake-up call for Main Street and Wall Street alike.

This interview was recorded on September 16, 2025.

0:00 - Intro: The US Debt is Growing by $1 Trillion Every 100 Days
1:20 - Ken Rogoff: Why This Time is Truly Different for the US Dollar
2:15 - Asia is Half the Dollar Bloc, And They're Buying Gold
3:30 - The "Tina" Argument: Is the Dollar Still the Cleanest Shirt?
5:00 - Why China is Being Forced to De-Dollarize
5:45 - Has the Market Lost Faith in the Federal Reserve's Guidance?
6:50 - Rogoff: The Fed is "Under Assault," and it's Not Just Trump
7:30 - Is the Fed Trapped Between Inflation and a Debt Crisis?
8:30 - The Deeper "Disease" in the US Political System
11:20 - How Political Pressure Impacts the Fed's Global Perception
13:50 - The "Unforced Error" That Puts US Debt at Risk
14:30 - The Truth About Japan's Debt Crisis: "Boy is That Wrong"
16:45 - Is the US Vulnerable to a Japanese-Style Inflation Shock?
19:10 - Why Central Banks are Really Buying Gold (Sanctions & Distrust)
21:00 - The Weaponization of the US Dollar: "It's Happened"
22:20 - Stablecoins: An Innovation or a Threat?
24:08 - Why Russia & China Are Trading in Stablecoins
25:20 - Bypassing SWIFT: The New De-Dollarization Threat
26:50 - The UK's "Unforced Error" and the Decline of the Pound
29:15 - How Tariffs Reduce the Desirability of the Dollar
30:30 - Hemingway: How You Go Bankrupt "Slowly, Then All at Once"
33:20 - LIGHTNING ROUND: Bitcoin, Inflation, China Crisis
35:20 - How a Top Economist Structures a Personal Portfolio
36:10 - Rogoff: "Gold is the New Gold"

#KennethRogoff #USDollar #FederalReserve #Dedollarization #Inflation #KitcoNews #EconomicCrisis #Gold #China
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