Modi’s Great Leap Forward
In this Acting-Man article, I continue my analysis of India’s demonetization and explain why Modi’s war on cash is increasing state power, damaging the informal economy, and exposing India’s institutional decay.
India’s Orwellian Turn
In this discussion with Maurice Jackson of Proven & Probable, I discuss India’s demonetization, growing financial repression, the rise of an Orwellian society, and why gold remains important.
India’s False China Dream
In this interview with Rachel Lee of SmallCapPower at Mines and Money London, I explain why India is not going to become the next China. Western observers often view India through a lens of wishful…
Modi’s Fantastic Promises
In this Acting-Man article, I continue my analysis of India’s demonetization and explain why Modi’s promises about black money do not add up, while the policy damages India’s economy and expands state control.
India’s Police State
In this article, I continue my analysis of India’s demonetization and explain how the cash ban is accelerating institutional decay, damaging the poor and small businesses, and pushing India toward greater state coercion.
Cashless Society and Gold
In this discussion with Maurice Jackson of Proven & Probable, I discuss the push toward a cashless society, counterfeiting, capital controls, and why gold remains essential in an age of financial repression.
Demonetization and Trump’s Infrastructure Plan
I discuss the repercussions of India’s demonetization, the damage caused by the war on cash, and the challenges facing Trump’s infrastructure spending plans.
India’s Institutional Collapse
In this interview on Dominic Frisby’s Bulls and Bears Show, I discuss India’s demonetization and the rapid degradation of India’s institutions, economy, and public trust.
Demonetization and Gold
In this discussion with Albert Lu of The Power & Market Report, I discuss India’s demonetization, the surge in Indian demand for gold, and why the cash ban is damaging the economy and expanding state control.
India, Chaos, and Gold Restrictions
In this discussion with Maurice Jackson of Proven & Probable, I discuss the chaos unfolding in India after demonetization, the growing restrictions around gold, and the importance of geographical diversification.