ITM Trading Podcast ITM Trading Podcast

The U.S. Treasury Just Opened the Door to Gold

Oct 8, 2026 · 13m

Summary

The host analyzes the convergence of rising U.S. Treasury yields, central bank gold accumulation, and the appointment of economist Judy Shelton to the Treasury. Shelton proposes "treasury trust bonds" backed by gold to stabilize debt, while the host highlights the U.S. government’s outdated $42.22 per ounce valuation of its reserves. The episode connects these developments to President Trump’s admission that inflation is a strategy to erode the $40 trillion national debt, urging listeners to hold physical gold and silver to protect their purchasing power against impending currency devaluation.

Topics discussed

Introduction: 10-year bond yields at 24-year high How rising Treasury yields impact mortgages and debt Central banks buying gold despite rising bond yields Judy Shelton's proposal for gold-backed Treasury bonds The anomaly of U.S. gold reserves valued at $42.22 Historical context: 1934 gold confiscation and revaluation Trump's comments on inflation as a debt payoff strategy Why central banks are positioning for a currency reset Call to action: Protecting wealth with physical gold
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