Coleman & Adler on Gold, Liquidity, and the Coming Shock to Passive Markets
In a recent discussion, Bob Coleman and financial strategist Dave Adler dive into the hidden risks shaping today’s markets. From central bank policy and passive investing to gold storage and systemic liquidity cracks.
Adler explains that the Fed’s money pumping ended a year ago, and that tracking ICI data on money market funds will be a key signal for future dislocations. Together, they unpack the fragility of the current employment picture, consumer debt trends, and the dangerous complacency in today’s passive investing boom—where liquidity can vanish fast in a panic.
Why Gold Isn’t Just a Hedge—It’s a Signal
Adler warns investors to keep an eye out for market sentiment shifts. He jokes that the next crash might be preceded by pundits calling gold a “pet rock”—or, on the flip side, hailing it as the only real insurance policy left.
Coleman pushes further, stating bluntly:
“The CPI numbers the Fed puts out are designed to manipulate public perception.”
In Bob’s view, gold remains a real-time barometer of confidence in fiat currency—and a hedge against political noise masquerading as monetary policy.
Store Your Gold Wisely—and Know Who Holds It
The two emphasize the importance of storing physical gold in a secure, independent jurisdiction—not just within traditional financial custodial systems.
“If your custodian fails, or the vault jurisdiction doesn’t respect private property rights, it won’t matter what your statement says,” says Coleman.
Understanding the legal structure and location of your vault matters just as much as owning the metal itself.
Watch the Return On Your Money—Not Just Of It
They close by urging investors to pay attention to real returns after inflation and taxes. It’s not just about portfolio growth! It’s about preserving purchasing power in a world of manipulated statistics and declining trust in institutions.
This is a must-watch for anyone tracking:
- Macro liquidity cycles
- Passive fund risk
- The role of physical gold in system stress
- The weaponization of economic data
Meet the Author
Bob Coleman, with a successful career in investment and portfolio management since 1992, is the founder of Idaho Armored Vaults and Profits Plus Capital Management, dedicated to providing secure and comprehensive solutions for precious metal investment and storage, emphasizing transparency, risk mitigation, and client-focused service.
BOB COLEMAN
President
(208) 468-3600
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