\u201cThe U.S. Treasury\u2019s gold reserves are at one of the lowest levels in 90 years,\u201d says Tavi Costa, partner and portfolio manager at Crescat Capital, joining Daniela Cambone on the Daniela Cambone Show. \u201cAt just 2% of total government debt, this imbalance is a green light for long-term gold investors.\u201d<\/p>\n
Costa warns that rising U.S. debt, surging interest costs, and the likelihood of dollar devaluation will eventually force the government to either buy more gold or revalue it, a move he believes could unlock massive upside for the metal. \u201cThe world is accumulating gold, and the U.S. will have to join in,\u201d he says. Beyond gold, Costa shares why the AI arms race and a coming infrastructure boom could reshape the U.S. economy, creating major opportunities in raw materials and engineering sectors.<\/p>\n
Just 2%<\/strong>. That’s how much of the U.S. government’s towering $37 trillion debt is backed by its official gold reserves.<\/p>\n To put that in perspective, during WWII, that figure was closer to 40%<\/strong>. Today, we sit at one of the lowest ratios in American history.<\/p>\n Why does this matter now?<\/strong> Because, as Crescat Capital’s Tavi Costa warns, the U.S. is running out of runway. And history shows what comes next: revaluation, inflation, or default.<\/strong><\/p>\n Key Data Points:<\/strong><\/p>\n Tavi Costa doesn’t mince words: “The U.S. dollar is expensive and unsustainable.”<\/p>\n In previous crises, gold was used to stabilize sovereign credibility. Not today. Now, central planners seem content to run the fiat printing presses while the dollar bleeds value and real rates pressure the system.<\/p>\n Meanwhile, China is quietly stockpiling gold. As are Russia, Turkey, and scores of emerging markets.<\/p>\n What does Washington know that they aren\u2019t saying?<\/strong><\/p>\n Tavi believes the U.S. has only two choices<\/strong>:<\/p>\n Here’s how it might unfold:<\/p>\n Think that sounds extreme? It already happened in 1933 and 1971<\/strong>. And Costa says we\u2019re seeing signs of it again.<\/p>\n Costa poses a chilling question: “Does the U.S. still have the largest gold reserves?”<\/strong><\/p>\n Meanwhile, the U.S. Treasury remains asleep at the wheel, failing to adapt while its fiscal position deteriorates.<\/p>\n And if the U.S. follows China\u2019s playbook, expect:<\/p>\n If the Fed cuts rates while interest expenses eat up 5% of GDP<\/strong>, the result is predictable:<\/p>\n Costa\u2019s bottom line: “There\u2019s always a risk of default. But inflating your way out is politically easier and historically more common.”<\/p>\n Add in AI infrastructure wars, declining productivity, and explosive fiscal spending\u2014and the only real exit may be a return to gold.<\/p>\n When trust in fiat evaporates, only tangible assets<\/strong> retain purchasing power.<\/p>\n Don\u2019t wait for the headlines to confirm what\u2019s already unfolding. The window to reposition is closing.<\/p>\n Costa\u2019s thesis is clear:<\/p>\n The writing is on the wall.<\/strong> Nations are preparing. Are you?<\/p>\n ITM Trading has over 28 years of experience helping clients safeguard their wealth through personalized strategies built on physical gold and silver. Our team of experts delivers research-backed guidance tailored to today\u2019s economic threats.<\/p>\n
\n<\/div>\nDebt Is Exploding. Gold Is Nowhere in Sight.<\/h2>\n
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\n<\/div>\nRevaluation: The Silent Weapon of Sovereign Desperation<\/h2>\n
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\n<\/div>\nThe Global Gold Grab Has Already Begun<\/h2>\n
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\n<\/div>\nThe Dollar\u2019s Decline Is Inevitable<\/h2>\n
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\n<\/div>\nWhy Physical Gold and Silver Are the Last Safe Havens<\/h2>\n
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\n<\/div>\nConclusion: Will America Reprice Gold Before It’s Too Late?<\/h2>\n
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\n<\/div>\nAbout ITM Trading<\/h2>\n