The Minority Mindset Show

"The new driver of inflation is artificial intelligence."

This episode shares three takeaways from a meeting his head of investing research attended with Fed Governor Barr: higher interest rates are likely coming in 2026, lower inflation may be further away than many expect, and artificial intelligence is now adding to inflation instead of reducing it. He explains why this is a shift from the Federal Rese...

"This office building in Chicago sold for $68 million 10 years ago. Today, it sold for $4 million."

This episode breaks down why commercial real estate is cracking across the country, with office buildings selling at 80 to 90 percent discounts as more than $1 trillion in commercial loans readjust at today's much higher interest rates. He explains why these properties are valued on the income they generate...

"Gold now has a new competitor for a safe haven investment which is treasuries."

This episode breaks down why gold prices fell even after President Trump rejected a deal to reopen the Strait of Hormuz and oil prices jumped back up, a reaction that runs opposite to how gold usually behaves during bad economic news. He explains why investors moved into Treasuries instead, and why that shift signals a bigger...

"Gold now has a new competitor for a safe haven investment which is treasuries."

This episode breaks down why gold prices fell even after President Trump rejected a deal to reopen the Strait of Hormuz and oil prices jumped back up, a reaction that runs opposite to how gold usually behaves during bad economic news. He explains why investors moved into Treasuries instead, and why that shift signals a bigger...

"The Trump administration wants to see Bitcoin prices explode."

This episode breaks down why the US government is building a strategic Bitcoin reserve of more than 300,000 coins, and why Treasury Secretary Scott Bessent wants the United States to become the world leader in crypto. He explains the irony at the center of it: Bitcoin was created to help people move away from the dollar, but the government is...

"Emotions are the enemy of profits."

This episode breaks down a new S&P Global report showing the US economy growing at its fastest pace since right after the pandemic, driven by corporate profits up almost 29% year over year. He explains why that boom hasn't translated into calm markets, with the Federal Reserve raising interest rates, Treasury yields hitting two decade highs, and gas prices up nearl...

"It's official. The Federal Reserve Bank wants to reset our economy, starting with the United States dollar."

This episode breaks down why the Federal Reserve Bank and the Trump administration have split apart on economic priorities, with the Fed now committing to fight inflation even if it means slowing the economy, while President Trump keeps pushing to stimulate growth. He explains how the pandemic era...

"Panic leads to overselling leads to opportunity leads to profit."

This episode breaks down why President Trump is pushing back hard against AI leaders like Anthropic's Dario Amodei, OpenAI's Sam Altman, and Elon Musk after they warned that AI development needs to slow down. He explains why the White House is treating the AI race with China as existential, and why an internal White House letter has report...

"That way you can find investment opportunities to help you build wealth regardless of what the Federal Reserve Bank does."

This episode breaks down why the Federal Reserve Bank could either raise or cut interest rates in 2026, and lays out the case for both directions instead of picking a side. He explains why the Fed weighs a dual mandate of inflation and jobs, and why understanding where money moves un...

"For the last 100 years, the Federal Reserve Bank was a machine that made America rich. But that machine just broke."

This episode breaks down why the Federal Reserve Bank posted a record loss of hundreds of billions of dollars in 2026, after 109 straight years of turning a profit and handing it to the US government. He explains how this loss adds pressure to the $40 trillion national debt and why it has ...

"History doesn't repeat itself, but it does rhyme."

Fifty years ago, a perfect storm of money printing, a Middle East conflict, spiking oil prices, and aggressive Fed rate hikes created economic pain and a new wave of millionaires for those who understood where money was...

"If you can get slightly better returns, it can lead to significantly more wealth."

The S&P 500 has averaged around 10% annually over the last century but getting even a few percentage points above that compounds dramatically over decades. This episode puts specific ...

"The Federal Reserve Bank can either strengthen the dollar or stimulate the economy. They cannot do both at the same time."

This episode breaks down the Federal Reserve's unanimous vote to raise interest rates for the first time since 2023, and why new Fed chairman Kevin Warsh raised rates even though President Trump appointed him expecting cuts. He explains why this decision has a direct impact on mortga...

"The United States dollar runs on trust and faith."

This episode breaks down why the Trump administration stepped in to help bail out the Japanese yen in July 2026, and why a currency crisis on the other side of the world can move US mortgage rates, stock prices, and the dollar. He explains that Japan is the largest foreign owner of US debt, and why protecting that lending relationship became a priority f...

"You are going to see a crack in the bond market."

This episode breaks down why the bond market, not the stock market, is the one investors should be watching right now, as 30-year US Treasury yields hit their highest levels in about two decades. He explains what a bond actually is, how it differs from a stock, and why the US government has had to start buying its own debt to stabilize the market.

"And the dollar only has value if people believe it has value."

This episode breaks down why central banks around the world now hold more gold than US Treasuries for the first time in modern history, and what it signals about global trust in the dollar. He covers France pulling its physical gold out of the US Federal Reserve, talk of Germany doing the same, and Hong Kong's new system for buying gold in Ch...

"Because as an investor, anytime money moves, it creates an investment opportunity."

This episode breaks down warnings from Tim Cook and Elon Musk about a historic memory chip shortage driven largely by AI, and why it means phones, laptops, and cars are about to get more expensive. He explains why most people are overlooking this shift and how it has quietly been creating investment opportunities for mont...

"The Federal Reserve Bank cannot fix the economy without causing pain somewhere."

This episode breaks down the decision the Federal Reserve faces on September 16th, caught between President Trump's demand for lower interest rates and a growing inflation problem. He explains why the average American is effectively poorer today than 12 months ago, even after factoring in raises.

Jaspreet Singh...

"The most expensive kind of money is free money."

President Trump has promised $5,000 stimulus checks and $2 gas for Americans if Republicans win the midterms. Jaspreet Singh breaks down the math behind that promise, showing that tariff revenue, the funding source Trump has pointed to, brings in about $200 billion a year, nowhere near the $1.25 trillion the checks would actually cost, and walks through the two earlier ...