I really like his appreciation of monetary history and how he integrates it into his thesis.  Keep in mind this was posted in early January I believe, when a crash scenario was much less popular.  10-30% correction for the S&P if not worse, was his call, followed by massive stimulus by the second half of the year.  Perhaps this is what silver is sniffing out by its underperformance relative to gold.

https://youtu.be/QsnIOWomazw?si=AqHNmcbLIoLi-JQZ