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Australian Investors Podcast

Australian Investors Podcast

Is the US dollar losing its grip? Gold vs Bitcoin

Oct 23, 2026 · 39m

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Are gold, copper and other commodities becoming a longer-term portfolio decision rather than a short-term trade? In this Australian Investors Podcast conversation, Owen Rask sits down with Justin Lin of Global X to explore the idea of currency debasement, fractured supply chains and the case investors are making for hard assets. Justin separates two arguments often bundled together under ‘debasement’: concern about the purchasing power of currencies, and a desire by some countries to reduce reliance on the US dollar. He explains why investors have looked at gold, infrastructure and industrial metals through those lenses—while Owen presses him on what can actually be measured, rather than…