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You are here: Home / Podcast / 564: The Financial System Will Be Hacked

564: The Financial System Will Be Hacked

September 10, 2026 by Camden Stein · Updated September 12, 2026

Bad actors will use AI to disrupt the financial system, transportation networks, and utilities. We should prepare now for this inevitability. We share how in this episode. We also explain why the bull market in gold will likely continue.

Black and white lines with the caption "Financial System Outages"

Topics covered include:

  • Why the OpenAI agentic AI breach is so disturbing
  • How do we prepare for cyberattacks
  • Why gold should be one of the assets we hold apart from the financial system
  • How the historical relationship between gold and real interest rates has broken down
  • To what extent are central banks selling dollars to buy gold
  • How gold ETF flows influence the gold price

Show Notes

Episode 564 Slide Deck and Charts

Brief independent investigation of agents’ behavior, reasoning and collaboration in the OpenAI / Hugging Face hacking incident by Ryan Greenblatt, Ajeya Cotra, and Hjalmar Wijk—METR

Gold’s run isn’t yet done by Bhanu Baweja—The Financial Times

Are Central Banks Moving Out of Dollar Assets? by Linda S. Goldberg, Oliver Hannaoui, and Sneha Parthasarathy—Federal Reserve Bank of New York: Liberty Street Economics

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Related Episodes

563: Why Interest Rates Keep Rising and What to Do About It
541: Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally

Transcript

Coming Soon

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Filed Under: Podcast, Uncategorized Tagged With: AI, cyberattack, cyberrisk, gold

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