FELIX PREHN DAILY MARKET NEWS By Goat Academy · Felix Prehn

Felix Prehn - Global Currency RESET Is Happening NOW + Stock Market News 02 January 2026 (Goat Academy)

·30 min

1. FELIX PREHN DAILY MARKET NEWS By Goat Academy frames this January 2, 2026 episode around a “global currency reset” tied to gold, silver, and the U.S. dollar. 2. Felix Prehn appears as host, identifying himself as an ex-investor and banker, while Winston handles metals research and Elliot is introduced as a London Metal Exchange market maker and Goat Academy coaching head. 3. The episode’s core question is how to prepare for a monetary shift that Felix links to the end of the dollar’s 80-year reserve-currency role. 4. Felix says gold has reached about $4,100 in 2025 after six consecutive months of gains, and he attributes the move to central-bank demand rather than retail buying. 5. He names China, Russia, India, Poland, Hungary, Singapore, and Turkey as buyers, and says central banks are adding about 1,000 tons of gold per year. 6. Felix describes the silver crash as a CME-driven margin event that hit roughly $84 an ounce on December 29 and forced leveraged traders to liquidate. 7. He contrasts gold and silver by saying gold is held by central banks and institutions, while silver is held more by retail buyers and can signal monetary stress more visibly. 8. Felix cites a drop in the U.S. dollar’s share of global reserves from 65% in 2008 to 58% in 2024 as evidence of de-dollarization. 9. He mentions Germany, Turkey, Poland, and Venezuela in the context of gold repatriation or blocked attempts to move reserves home. 10. He also points to China and Russia trading oil in local currencies, India and Russia doing the same, and China and Saudi Arabia discussing similar arrangements. 11. Felix explains the reserve-currency system through Bretton Woods in 1944, where the dollar was backed by gold at $35 an ounce and other currencies pegged to it. 12. He says Nixon closed the gold window on August 15, 1971, ending dollar convertibility and turning the system into fiat money. 13. The episode then traces the petrodollar arrangement to a 1974 U.S.-Saudi agreement that required oil sales in dollars in exchange for military protection. 14. Felix says BRICS is developing a 2026 UNIT currency and describes it as a commodity-backed system with 40% gold and 60% BRICS currencies. 15. He says BRICS nations account for about 50% of global gold production, which he presents as a practical basis for backing the new unit. 16. Basel III becomes the technical centerpiece, with Felix saying gold moved from a tier-three asset to a tier-one asset and that banks must now hold physical metal rather than paper claims. 17. He says European and Asian banks have already implemented Basel III, while the U.S. has delayed implementation until January 2028. 18. Felix argues that the U.S. delay is meant to avoid an immediate COMEX delivery crisis, because the paper gold market would not have enough physical metal for full conversion. 19. The style stays instructional and monologue-driven, with Felix repeating key points, interrupting himself with jokes, and pausing for a promised metal-market clip from Elliot. 20. Listeners focused on gold, silver, de-dollarization, and BRICS payment systems will get the most out of it, while people wanting a brief nonfinancial update may skip it.

As heard by us

A hard-charging macro take on gold, silver, and pressure on the dollar's reserve role.

The episode lays out a forceful case for a monetary reset, pulling gold, silver, and U.S. dollar assets into one macro frame. It moves from Nixon's 1971 break with gold to the petrodollar system, then brings in BRICS, central-bank buying, and the claim that the dollar's reserve…

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Why you'd press play

You want the dollar story behind metals, not a neutral market recap.

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