\u201cThey\u2019re not calling it QE, but that\u2019s exactly what it is,\u201d says Michael Gentile, founder partner at Bastion Asset Management. He tells Daniela Cambone that the Fed\u2019s quiet purchase of $43 billion in U.S. bonds signals \u201chow precarious the situation\u201d has become\u2014with rising deficits, fewer natural buyers of U.S. debt, and the Fed increasingly forced to intervene. As a result, central banks around the world are rotating out of the U.S. dollar and into physical gold, driving a multi-decade structural shift in global reserve strategy. \u201cWe\u2019re seeing a multi-year, multi-decade rotation out of U.S. dollar assets into gold,\u201d he states.<\/p>\n
Watch the full video to discover how to better protect your wealth in these uncertain times.<\/p>\n
Even better \u2014 join Daniela Cambone and Michael live tomorrow (May 29, 2025) in Montreal, Canada for an exclusive conversation on \u201cBuilding Generational Wealth.\u201d Sign up for the event here: https:\/\/www.zeffy.com\/en-CA\/ticketing\/building-generational-wealth<\/p>\n
Is America heading for a monetary reset\u2014or are we already living through one?<\/p>\n According to respected fund manager and mining sector expert Michael Gentile<\/strong>, the answer is clear: the reset has already begun. In a must-watch episode of The Daniela Cambone Show<\/em>, Gentile joined Daniela Cambone<\/strong> to unpack the economic chaos unfolding beneath the surface: unsustainable U.S. debt, central banks dumping Treasuries, and a global race toward physical gold<\/strong>.<\/p>\n For ITM Trading\u2019s audience\u2014especially those 50 and older who value privacy, independence, and financial security\u2014this is more than a warning. It\u2019s a call to prepare now<\/strong>.<\/p>\n Gentile echoes concerns recently voiced by Ray Dalio, warning that America is approaching an economic breaking point driven by:<\/p>\n $38 trillion in federal debt<\/strong><\/p>\n<\/li>\n $2 trillion annual deficits<\/strong><\/p>\n<\/li>\n Foreign governments like China and Russia dumping U.S. Treasuries<\/strong><\/p>\n<\/li>\n The U.S. dollar losing trust<\/strong> globally due to sanctions and trade tensions<\/p>\n<\/li>\n<\/ul>\n \u201cThis is the biggest red flag I\u2019ve seen in eight years,\u201d Gentile said. \u201cWe\u2019re seeing bond yields rise, markets fall, and the dollar weaken\u2014all at once. That\u2019s unprecedented.\u201d<\/p>\n And yet, instead of acknowledging the crisis, the U.S. Treasury is quietly stepping in\u2014buying $48 billion in two-year bonds in what Gentile calls \u201cyield curve control by another name.\u201d<\/p>\n For years, the term \u201cfinancial reset\u201d was dismissed as conspiracy theory. Today, Gentile argues, it\u2019s simply economic fact.<\/p>\n \u201cWe\u2019re already resetting the value of our currency through inflation,\u201d he said. \u201cPeople are waking up because they feel it in their wallets.\u201d<\/p>\n With inflation eroding the purchasing power of fixed incomes and savings, the reset is hitting the middle class hardest. And in response, central banks are no longer accumulating U.S. debt\u2014they\u2019re stockpiling gold<\/strong>.<\/p>\n Since 2014, central banks have largely stopped buying U.S. Treasuries. Instead, they\u2019ve acquired more than $600 billion in physical gold<\/strong>.<\/p>\n Why?<\/p>\n \u201cThey know a reset is coming,\u201d Gentile said. \u201cWhether it\u2019s slow through inflation or fast through a currency devaluation, they\u2019re preparing for a future where hard assets trump fiat paper.<\/strong>\u201d<\/p>\n In fact, global central bank gold reserves have risen from just 6% in 2014 to more than 15% today\u2014a seismic shift with profound implications for gold & silver prices<\/strong>.<\/p>\n Gold has outperformed nearly every major asset class this year, yet Gentile notes that most retail investors still haven\u2019t caught on<\/strong>.<\/p>\n \u201cThe Costco crowd isn\u2019t buying gold yet,\u201d he explained. \u201cBut central banks are, and that means something. They don\u2019t care about price\u2014they care about protection.\u201d<\/p>\n This gap between institutional accumulation and retail hesitation suggests a major bull market in gold and silver is still ahead.<\/p>\n As Gentile put it: \u201cYou want to own gold before the headlines tell you to.\u201d<\/p>\n Gentile sees strong parallels to the post-2008 gold rally\u2014only this time, the situation is even more dire. With deficits surging, growth stagnating, and debt service costs spiraling out of control, the U.S. has only one option: print.<\/p>\n That means:<\/p>\n Devaluation of the dollar<\/strong><\/p>\n<\/li>\n Rising inflation<\/strong><\/p>\n<\/li>\n Soaring gold & silver prices<\/strong><\/p>\n<\/li>\n<\/ul>\n And unlike during COVID or the 2008 crisis, this time, the driver isn’t temporary panic\u2014it\u2019s structural collapse.<\/p>\n While physical gold is surging, mining stocks remain deeply undervalued\u2014a disconnect Gentile believes won\u2019t last.<\/p>\n \u201cThe industry has never been more profitable,\u201d he said. \u201cMargins are at record highs, balance sheets are pristine, and producers are generating massive cash flow.\u201d<\/p>\n As gold continues to rise, Gentile expects a wave of new capital to flood into quality mining stocks, narrowing the gap between gold prices<\/strong> and equity valuations.<\/p>\n Michael Gentile\u2019s message is simple but urgent: the reset has already begun<\/strong>. If you’re waiting for a clear sign, this is it.<\/p>\n At ITM Trading<\/strong>, we specialize in helping clients protect their wealth with physical gold and silver<\/strong>\u2014the same assets central banks are quietly hoarding in record amounts. With over 28 years of experience, we provide data-backed strategies to help you stay ahead of inflation, devaluation, and volatility.<\/p>\n
\nGold, Debt, and the Reset Already Underway: Michael Gentile\u2019s Urgent Warning<\/strong>
Featuring Michael Gentile on The Daniela Cambone Show \u2013 Presented by ITM Trading<\/em><\/p>\n
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\nA Perfect Storm: Debt, Tariffs, and Geopolitics<\/h3>\n
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\nThe Financial Reset: Already in Motion<\/h3>\n
\nCentral Banks Are Buying Gold for a Reason<\/h3>\n
\nGold Is Money Again\u2014and Retail Investors Haven\u2019t Noticed<\/h3>\n
\nWhy the Gold Bull Market Is Just Beginning<\/h3>\n
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\nMining Stocks: The Hidden Opportunity<\/h3>\n
\nFinal Thoughts and Call to Action<\/h3>\n