Gareth Buckman

🌍 Geopolitics & macro liquidity
📈 Commodities & cycle analysis
🎙️ Deep dives & guest interviews
🔴 Live streams on YT & Twitch
✉️ [email protected]

[Gareth Buckman @Garethbuckman]

Watch the full conversation (Physics Teacher vs. Hard Money Questions: Do Dollars or Gold Count as Money?): https://t.co/OiGnLbASeP

[Gareth Buckman @Garethbuckman]

The investment thesis for gold and silver comes down to thousands of years of monetary history:

• Average lifespan of a fiat currency: ~200 years
• 99% of currencies in history have vanished
• The surviving ones have lost >99% of their value

Currencies always die because central banks can't stop printing.

Full Money vs. Currency episode in the reply below 👇

[Gareth Buckman @Garethbuckman]

Watch the full lecture on The 3 Cardinal Sins of Investing (and how to avoid investing outside your edge): https://t.co/2Zu8rkOSyT

[Gareth Buckman @Garethbuckman]

Warren Buffett and Charlie Munger always preach staying inside your circle of competence.

The catch: before you can stay inside it, you actually have to build one. Understanding an asset class better than the market is a massive barrier.

Full investing lesson in the reply below 👇

[Gareth Buckman @Garethbuckman]

Watch the full lecture on The 3 Cardinal Sins of Investing (and why leverage destroys even the smartest traders): https://t.co/2Zu8rkOSyT

[Gareth Buckman @Garethbuckman]

Sam Bankman-Fried claimed it wasn't FTX's 100x leverage on Bitcoin that blew them up—it was 20x leverage on meme coins.

With 100x leverage, a single 1% move against you wipes out everything. Even when you're right, you're wrong with leverage.

Full investing lesson in the reply below 👇

[Gareth Buckman @Garethbuckman]

Sam Bankman-Fried secretly moved customer deposits from FTX into his sister firm Alameda Research.

He could see his own clients' trades, bet directly against them—and still somehow lost everything.

Full investing lesson in the reply below 👇

[Gareth Buckman @Garethbuckman]

Watch the full lecture on The 3 Cardinal Sins of Investing (and why leverage destroys even the smartest investors): https://t.co/2Zu8rkOSyT

[Gareth Buckman @Garethbuckman]

Leopold Aschenbrenner bet on Bloom Energy, semiconductor stocks, and leveraged Oracle puts—all at 4-to-1 leverage.

It doesn't matter how smart you are: if you use too much leverage, even when you're right, you're wrong.

Full investing lesson in the reply below 👇

[Gareth Buckman @Garethbuckman]

Watch the full lecture on The 3 Cardinal Sins of Investing (and why leverage destroys even the smartest investors): https://t.co/2Zu8rkOSyT

[Gareth Buckman @Garethbuckman]

Columbia valedictorian.
Fired from OpenAI.
Worked at FTX until the day before bankruptcy.
Wrote a 165-page AI manifesto.
Raised billions for a hedge fund—and blew it up with leverage.

Full lesson on The 3 Cardinal Sins of Investing in the reply below 👇

[Gareth Buckman @Garethbuckman]

Full lesson on The 3 Cardinal Sins of Investing: https://t.co/2Zu8rkOSyT

[Gareth Buckman @Garethbuckman]

Before FTX collapsed, Sam Bankman-Fried made his original fortune legally—exploiting the Bitcoin "Kimchi Premium" arbitrage between US and South Korean exchanges.

[Gareth Buckman @Garethbuckman]

Watch the full conversation on shadow banking and private credit opacity:
https://t.co/VnaHhH5hZU

[Gareth Buckman @Garethbuckman]

Open a private credit fund’s disclosure statement and ask what they actually hold.

They’ll say: "30% software. 20% private debt."

Which companies? What balance sheets? They’ll never tell you.

Full breakdown below 🧵👇

#PrivateCredit #Investing #Finance #DueDiligence

[Gareth Buckman @Garethbuckman]

Watch the full conversation on shadow banking and private credit risks:
https://t.co/VnaHhH5hZU

[Gareth Buckman @Garethbuckman]

Even if a private credit manager has good intentions, how do you verify what your money is actually backing?

You can't audit unlisted companies. You can't see their balance sheets.

Without transparency, due diligence is impossible.

Full breakdown below 🧵👇

#PrivateCredit #Investing #Finance #DueDiligence

[Gareth Buckman @Garethbuckman]

Watch the full breakdown on shadow banking, fund traps, and the private credit meltdown:
https://t.co/VnaHhH5hZU

[Gareth Buckman @Garethbuckman]

When an advisor pitches an "incredible" private deal with insane yields, ask one question:

"How long does this party last?"

Every gap in the market closes. If they can’t explain the trade's shelf life, they don't understand the risk.

Full breakdown below 🧵👇

#Investing #Finance #PrivateCredit #Wealth

[Gareth Buckman @Garethbuckman]

Full 42-minute debate on money vs. currency, modern banking, and the 1971 shock:
https://t.co/OiGnLbASeP

[Gareth Buckman @Garethbuckman]

Ask an AI or check standard textbooks, and they will claim your bank deposits count as money.

They don't.

Neither the numbers on your banking app nor the physical paper notes in your wallet are money. They are sovereign currency—unbacked credit claims that exist entirely on the perceived legitimacy of the state.

From a strict hard-money perspective, most people hold zero actual money.