Government debt crisis: why inflation is the only way out
Felix Nikolas Prehn explains how governments use money printing to erode debt at the expense of cash holders and wage earners.
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Podcast
Podcast by Felix Nikolas Prehn
Felix Nikolas Prehn, economist and former investment banker, talks through inflation, sovereign debt, interest rates and the monetary system. Each episode page carries the full transcript, the points discussed and the places to listen.
All episodes · 11
4 October 2026
Financial repression: how inflation is used to shrink debt
Felix Nikolas Prehn explains why governments deliberately hold interest rates below inflation to erode the real value of public debt.
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30 September 2026
Money supply growth and stock markets: where the cash flows
Felix Nikolas Prehn explains why rising money supply, bearish sentiment and falling real estate jobs may point to a narrow equity rally ahead.
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28 September 2026
Dollar reset: how inflation is being quietly recalibrated
Felix Nikolas Prehn explains how a change in inflation measurement could mask rising prices while the Treasury floods the system with liquidity.
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26 September 2026
Bond market crisis: why every major economy is breaking
Felix Nikolas Prehn explains how rising government bond yields across the world feed directly into mortgages, taxes and savings.
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23 September 2026
US oil reserve at 44 year low: what three signals reveal
Felix Nikolas Prehn connects the draining of America's strategic petroleum reserve to Treasury buybacks and record stock concentration.
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20 September 2026
Rate hikes and oil shocks: why central banks are buying gold
Felix Nikolas Prehn explains how raising interest rates into an energy shock mirrors the 1970s and why central banks are accumulating gold at record pace.
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16 September 2026
Sulphuric acid ban and dollar crisis: what comes next
Felix Nikolas Prehn traces how Russia's sulphuric acid export ban connects to oil, fertiliser, gold and the weaponised dollar.
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14 September 2026
Gold and the financial reset: why central banks are buying
Felix Nikolas Prehn explains how falling productivity, record central bank gold purchases and a new settlement system point to a slow monetary reset.
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23 April 2026
Financial repression: how the Fed may shrink US debt
Felix Nikolas Prehn explains the post-war playbook governments use to erode debt through inflation and low rates.
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22 April 2026
Silver to S&P 500 ratio: why it signals a historic low
Felix Nikolas Prehn explains how Basel 3 and Chinese export controls are quietly reshaping the silver market from the ground up.
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