Dollar Debasement, Bond Market Crisis & Uranium Investing — John Polomy on Protecting Your Portfolio
John Polomy of Actionable Intelligence Alert returns for a wide-ranging conversation on US fiscal decline, the fracturing global order, and how to protect and grow capital through it. We cover the parallels between today's West and the late Soviet Union, how asymmetric warfare exposed the limits of US power projection in Iran, and why the world is splitting into three competing spheres of influence. From there, John lays out his own investment playbook: internationalising capital, holding gold, silver, and Bitcoin as insurance against debasement, building a modern "permanent portfolio" of liquid hard assets, and why he believes uranium offers the best supply-demand setup in commodities today.
Topics Covered:
- Parallels between the modern US and the late-stage Soviet Union
- The "establishment" as a self-preserving organism
- Asymmetric warfare, drones, and the limits of US military power post-Iran
- The trifurcation of the world into US, China/Asia, and Eurasian blocs
- Scott Bessent, the bond market, and the fight to defend the dollar vs. the debt
- Why John believes the US won't survive as an intact political entity within a generation
- Internationalizing capital: banking, residency, and jurisdictional diversification
- Gold, silver, platinum, and Bitcoin as protection against currency debasement
- Building a modern permanent portfolio: timber, land, water rights, and liquid hard-asset plays
- The uranium bull case and how to get exposure (Sprott Physical Uranium Trust, Yellowcake, Cameco)
- Investing like a multi-generational wealthy family: preserve first, compound second
Guest: John Polomy — Actionable Intelligence Alert (Substack), YouTube
Keywords/Tags: dollar debasement, US debt crisis, bond market, de-dollarization, gold and silver, Bitcoin as an asset class, uranium investing, permanent portfolio, capital internationalization, geopolitics and investing, de-globalization, macro investing podcast
This podcast explores stocks, markets, and capital, examines the role of gold in finance, unpacks tax policy and economics, discusses pathways to financial freedom and retirement, explains how interest rates affect investing, features insights from financial advisers, analyzes inflation, recession, and market volatility, covers the actions of central banks, evaluates different assets, addresses inheritance planning, reviews portfolio construction with bonds and an isa, assesses long-term returns and allocation strategies, explores macro trends, and helps listeners understand risk and pensions.
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