Скачать или смотреть Central Banks Are Building A New Monetary Order

Something fundamental is shifting in global finance — and most investors haven’t noticed yet. Behind the headlines, central banks are quietly rebuilding the foundation of the monetary system. For the first time in decades, they’re buying gold at record levels, reducing exposure to the U.S. dollar, and preparing for a world where trust in fiat money is no longer guaranteed.

In this episode, Lex and the team sit down with Akash Doshi of State Street, the world’s largest issuer of gold ETFs, to unpack what’s really happening beneath the surface. They explore why gold has not only reached historic highs but may have established a new permanent floor near $3,000 an ounce — and what that means for currencies, portfolios, and the future of value itself.

The discussion covers:

• How central banks are reshaping reserve policy after decades of dollar dominance
• Why physical gold demand from China and India now rivals global central bank buying
• The geopolitical logic driving nations to hold tangible assets over paper claims
• Why the “gold trade” may be only halfway through its current cycle
• What investors can learn from the most price-insensitive buyers on Earth

If you’ve wondered why gold refuses to break down even as markets rally, or what these record-level purchases signal about the next phase of global monetary realignment, this conversation connects the dots.

The gold reset has already begun — and understanding it may be the edge that separates those who preserve wealth from those who simply watch the charts.