In this episode, we sit down with Le Shrub for a wide-ranging conversation on today’s markets - what he calls the Golden Age of Grift. From currency debasement to the rolling Ponzi cycle, Shrub lays out why valuation no longer drives markets, why real assets matter more than ever, and how to survive when both sides of the barbell can break. We cover: • Why currency debasement is now a permanent feature, not a bug • The barbell approach to portfolio construction in an era of grift • Platinum, tin and the case for overlooked critical metals • Why Brazil could be the real asset trade of the decade • Shrub’s takes on Tesla, Nvidia, MicroStrategy and the Ponzi rotations • Memes, markets and making blood sacrifices to the market gods Whether you’re a gold bug, a tin bull, or just curious about how to navigate a world of grift, Shrub brings his trademark mix of insight, parody and hard market truths. Subscribe to Le Shrub’s articles: https://www.shrubstack.com/ and follow him on X: https://x.com/agnostoxxx Companies mentioned: GLEN.L, AAL.L, MP.NY, NAK.NY, NDM.TO, MLX, AFM.V, VALE, IMP.JO, SBSW, TSLA, NVDA, MSTR, IONQ, QUBT, RGTI, OPTT. This interview was recorded on 19.9.2025. ....……… TIMESTAMPS (0:00) - Intro(4:00) - The Golden Age of Grift(9:10) - Shrubs Strategy Right Now(21:10) - Run up in Ethereum, Commodities, Etc(26:40) - What Metals are up Next(33:50) - Canada and the United States Relationship(35:40) - What Would a Resolution Between Russia and Ukraine Do for the Markets(39:30) - Why Brazil Would be a Massive Beneficiary of Debasement(54:20) - Thoughts on Palladium(1:02:30) - Rolling Ponzi Thesis(1:06:30) - Do Valuations Matter?(1:12:30) - Final Thoughts …………… Join 14k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining …………… PARTNERS Thank you to the mining services businesses that make this content possible: Sandvik Ground Support – The only ground support you’ll ever need Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial IMARC 2025 – Sydney, October 21st to 23rd. Get your tickets– investors go free …………… FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook • Travis Ricciardo: @TRAVmoneyofmine • Jonas Dorling: @JDmoneyofmine • Email us Word on the Decline:
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