FELIX PREHN DAILY MARKET NEWS By Goat Academy · Felix Prehn

Felix Prehn - Devalued Overnight: The Biggest Reset Yet AHEAD + Stock Market News 28 January 2026 (Goat Academy)

·23 min·1 clip

Central banks bought an absurd amount of gold in 2025 and may buy half of 2026’s mined supply.

1. FELIX PREHN DAILY MARKET NEWS by Goat Academy centers on U.S. dollar debasement, gold demand, and Ray Dalio’s debt-cycle warnings. 2. Felix Prehn is the host, an ex-investment banker and co-founder of Goat Academy and Trade Mission, and he says Winston is the brains behind the operation. 3. The episode asks what happens when the dollar loses value faster than stocks can rise and why that matters for retirement savings. 4. Felix says a 401k can be down 28% in gold terms even when the S&P 500 rises 18% in dollars. 5. He says the U.S. dollar fell 39% versus gold in 2025 and that the dollar also weakened against the yen, RMB, euro, and Swiss franc. 6. Felix argues that gold is the only measuring stick that cannot be printed, managed, or altered by a central bank. 7. He says the U.S. government has $38 trillion in debt and that debt grows by $6 billion per day. 8. Felix says the U.S. paid $1.2 trillion in interest on that debt last year, more than defense spending. 9. He describes a “structural trap” in which higher taxes, spending cuts, and political backlash leave money printing as the easiest option. 10. Felix quotes Ray Dalio as saying, “if you devalue money, you devalue debt,” and he says that quietly confiscates savings and wages. 11. He says the real inflation signal is the 46-point gap between the S&P 500’s 18% rise and gold’s 28% outperformance in real terms. 12. Felix says central banks now hold gold as about 9% of foreign reserves, up from 4%, and he calls gold the second-largest reserve currency. 13. He names Poland, China, and Brazil as major buyers and says China has bought gold every month for 13 straight months. 14. Felix says these countries buy gold because they do not trust the U.S. financial system and want assets without counterparty risk. 15. He says capital wars begin when assets are frozen, SWIFT access is blocked, and dollar reserves become vulnerable after the Russian reserve freeze. 16. Felix says Russia, China, and BRICS are building payment alternatives such as Russia’s system, China’s cross-border interbank payment system, and BRICS Pay. 17. The episode is delivered in a fast, sarcastic monologue style with Winston interjections and repeated callbacks to Dalio. 18. Felix mixes political jokes, blunt market commentary, and practical examples like mortgages, credit cards, and reserve assets. 19. Investors watching inflation, gold, and currency debasement will get the most from this episode. 20. Listeners wanting neutral, low-volume market updates may skip the style and the advocacy.

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