The John-Henry Westen Show


Bitcoin blows past $100k since Trump's election. Here's what to know


Summary

Drew Mason, CEO of St. Joseph's Partners, joins the show to discuss Bitcoin's meteoric price rise and what it means for the future of the financial markets and the world at large. Today's episode features a chart that shows Bitcoin's valuation relative to gold and the value of the tulip bowl in the 17th century.


Transcript

00:00:00.320 Advisors who tell people, what's your choice? Do you want gold or Bitcoin? And who frame a
00:00:06.800 discussion such that it's one or the other, or that they are similar assets, are doing a great
00:00:11.800 disservice.
00:00:20.660 Hey, my friends, have you seen Bitcoin going through the roof? President Trump just said
00:00:25.540 it may hit a million dollars US. We want to get into that with our financial expert Drew
00:00:30.640 Mason. But also, did you know there is an opportunity that wealthy folks are using to
00:00:37.960 leave huge gifts to their children tax-free? And many of you probably know nothing about
00:00:44.040 it. Stay tuned to this episode of the John Henry Weston Show with Drew Mason from St.
00:00:48.260 Joseph's Partners.
00:00:48.760 We are on the brink of global war, maybe even nuclear war. This could be the beginning
00:00:57.140 of the long-foretold chastisement in which the living will envy the dead. Our only hope is
00:01:04.520 Jesus Christ, the Prince of Peace, and people hearing the truth of Jesus Christ. And that's
00:01:11.980 what LifeSite News is for. It's keeping Christ in the culture. It's bringing you the truth
00:01:17.800 about the news, always. But the odds are against us. If you want to play your part, then head
00:01:24.200 over to give.lifesitenews.com and support our Christmas campaign today. Thank you, and
00:01:29.900 God bless you.
00:01:31.420 Drew Mason, so good to be with you.
00:01:32.960 Praise be to Jesus. Thank you for having us, John Henry. Great to be here. And as we do
00:01:37.760 this, celebrating December 12th, the Great Feast of the Americas, Our Lady of Guadalupe,
00:01:42.560 it's wonderful to be here with all of your viewers.
00:01:45.260 Awesome. Let's begin, as we always do, at the sign of the cross.
00:01:47.340 In the name of the Father, and of the Son, and of the Holy Ghost. Amen.
00:01:53.240 So, for everybody who doesn't know yet, Drew Mason is the head of St. Joseph's Partners,
00:01:58.840 the gold firm with which LifeSite News is partnered to make sure all of our families and our readers
00:02:05.520 are able to invest with a safe company in gold to set up for their futures.
00:02:10.880 Drew, let me ask you, Bitcoin is huge in the news. It's at the highest level ever,
00:02:15.460 I think. I'm not a big Bitcoin follower, so I don't know that much about it. But I just heard
00:02:20.120 President Trump the other day saying that it's going to hit a million dollars US. It's like at
00:02:25.940 100,000 now. Tell us about Bitcoin and what's going on.
00:02:30.540 Without a doubt, Trump is strongly supporting cryptocurrencies and Bitcoin. And since his
00:02:38.040 election, they have been on fire. And Trump is saying that he is going to use some of America's
00:02:46.580 challenges at this point in time and use Bitcoin as a way to work through those. So, if he is that
00:02:54.240 committed to it, it is potentially changing the outlook for Bitcoin. And I want to delve into the
00:03:01.940 specifics with the audience because on the one hand, I want to say to everyone, we would not tell you
00:03:09.180 don't own any. But the point we want to really drive home is to understand what Bitcoin is. And
00:03:17.520 advisors who tell people, what's your choice? Do you want gold or Bitcoin? And who frame a discussion
00:03:25.780 such that it's one or the other or that they are similar assets are doing you a great disservice?
00:03:32.020 Because Bitcoin is, at the end of the day, showing all the signs of being a speculative asset.
00:03:39.320 Again, it may work out fabulously. But as your team will pull up here, John, and we have a chart to
00:03:46.380 the viewers from X. And it shows the performance of Bitcoin relative to looks. Now, some
00:03:55.380 viewers may not realize, but one of the first and most famous financial manias was tulips in the
00:04:03.160 17th century in Europe.
00:04:05.120 Tulips like the flowers?
00:04:07.000 Tulip bowls. That's exactly right. And it's hard for us to comprehend this and it sounds ridiculous.
00:04:13.220 But people got into their minds that the tulip bowl was going to be the center of wealth
00:04:18.560 moving forward and wealth creation depended on it. And people begged the price of tulip bowls so
00:04:25.080 high that they literally were more than a house in the Netherlands and whole years working wages.
00:04:32.860 And then, as has happened throughout financial history, something unexpected triggered the
00:04:38.500 awakening to reality. And the price of tulips imploded. And people who had had too much exposure,
00:04:46.040 who were thinking of tulips as a safe asset, were wiped out. Now, you may say, that's just ridiculous.
00:04:51.440 Who would ever put their wealth in tulips? But what I would like to say is look at the chart
00:04:56.260 of tulips and see how it went straight to the roof. What you can see is this similar price behavior
00:05:02.680 by Bitcoin that I would say to you, no matter how bullish you are in Bitcoin,
00:05:07.000 warrants some caution because no asset goes to the world. And similarly, what you see here is the price
00:05:15.020 of NVIDIA. And the audience has probably heard of NVIDIA. It is the semiconductor chip company.
00:05:22.140 And they are perceived to be intertwined with the future of artificial intelligence.
00:05:28.020 So anyone who is thinking, I want to invest, I want to profit from artificial intelligence,
00:05:32.740 the way Wall Street is held up to that is through NVIDIA because they make chips that are used,
00:05:36.580 the servers that work on AI. And if you look at that again, you see this aerobolic move that history
00:05:46.180 says is unsustainable. Now, in this case, because NVIDIA is a stock, we have some data points that I
00:05:52.440 think you would want to be aware of. But we have seen in the most recently completed quarter, the CDO
00:05:57.960 of NVIDIA sold $700 million of his personal stock in NVIDIA. So he owns even more than that, but he
00:06:08.960 chose as he looks at the future and he thinks about what is likely for these moonshots that are taking
00:06:17.460 place. He chose to take $700 million out of NVIDIA and put it elsewhere. If you are really bullish on
00:06:26.840 the outlook for your company near term, you're not going to do that. Similarly, his team, they add up all the
00:06:34.380 executives and the board members. They sold over a billion dollars. So they said, while they're out here
00:06:39.260 talking to the retail public and telling them how great AI is going to be, now NVIDIA is
00:06:44.500 indispensable, they're voting with their own wallets and they're selling stock while retail investors are
00:06:51.100 getting it through the roof. So the next chart, because you wanted your TV, your viewers, the city,
00:06:57.960 what is transpiring here, we wanted you to see this correlation between Bitcoin and the tech sector,
00:07:08.140 technology stocks. If Bitcoin really was a hinge to protect your wealth, in case the tech sector
00:07:17.360 has a strong drawdown, then you would see Bitcoin be fading in an inverse manner to the tech sector.
00:07:26.000 But what you see is that Bitcoin is preferring through time in line with the tech sector,
00:07:32.480 giving credence to what I am submitting to you, that it is an asset of speculation.
00:07:38.100 Now, again, crystal clear, not saying it has to fail. Trump has brought massive support for Bitcoin.
00:07:45.900 What I'm just submitting to you as an audience, because if you have earned, you know, much of
00:07:50.840 your life's earnings already, if you're getting older, you don't want to be wiped out if there's
00:07:55.920 a crash and say, oh my gosh, I should have known that. Yes, you absolutely must have. You must
00:08:00.600 partition your portfolio appropriately, be at risks. Now, in contrast also to what we see happening with
00:08:09.080 when Lydia and Bitcoin, I want to pull up this quote, our third and final slide to your audience.
00:08:15.760 Trump nominated Scott to be the treasury secretary. Scott is a billionaire. So in contrast to,
00:08:25.080 you know, the blue collar workers who are out there buying Bitcoin, what he is saying is that gold
00:08:32.100 is his largest position and that he thinks we are in a multi-year bull market for gold.
00:08:39.980 When you say position, what do you mean?
00:08:42.660 So for many Americans and families, your home may be your biggest asset on your company balance,
00:08:52.180 on your personal balance sheet. So if a family's worth, say, $500,000, for many families,
00:08:58.460 their home is the most valuable asset they own. Maybe it's worth $250,000 of the $500,000.
00:09:06.640 And the other $250,000 may be stocks, bonds, your cars, things like that. For Bissette, who is a
00:09:16.280 billionaire, he has chosen to make gold, the biggest portfolio allocation that he owns. And I want to say
00:09:25.960 this is really significant because his history, his set's history is he made a fortune by recognizing
00:09:33.440 that the currency of Great Britain was hopelessly flawed and was extremely overvalued. And he
00:09:42.020 prospered abundantly by betting that that was going to come down to reality. So here's this billionaire
00:09:49.500 billionaire who arguably is one of the greatest currency triviers of our generation. And as he
00:09:55.000 looks at currencies, the dollar, the euro, yen, the Great British pound, and gold, he has chosen to
00:10:03.500 make gold the biggest owing in his portfolio because he sees all these flaws, these problems that are
00:10:09.540 maturing in these currencies and that will in all likelihood flow through to the fixed income markets
00:10:15.720 and ultimately equity in real estate as well. So he is saying, as should be many viewers here,
00:10:22.340 thank you, God, I am successful. I have assets saved up. The last thing I want to do is get blown up.
00:10:29.920 And so he is positioning in gold, not only because gold is so defensive, but he knows the history of
00:10:36.860 gold. When these currencies hit air pockets, when the markets hit air pockets, the relative value of
00:10:42.720 gold historically has done extremely well. So the irony, what is happening here, John Henry,
00:10:48.780 is that we are witnessing that, I would say, the destruction of the fundamental underpinning of
00:10:56.120 Western finance that all financial advisors are using. They tell their clients the U.S. Treasury
00:11:00.960 bill, which is the dollar, led for just three or six months. They say that is the risk-free. That is
00:11:07.420 the safest investment. That is getting blown out of the water because of our debts and inflation.
00:11:12.300 What has been the safest currency over time, going back thousands of years, has been gold.
00:11:19.920 Ironically, even though it has been the safest, I can't promise anyone it's not going to lose that.
00:11:25.840 But what I can point to is this track record in finance that has done so well for families who
00:11:31.340 allocated a portion of wealth. But ironically, even though it's so safe, what we see happening is that
00:11:37.220 gold also tends to appreciate. Notably, usually it's like, oh, it's a safe asset. It doesn't have
00:11:42.960 any upside. What percent seems to see, and what history points to, is that even though gold is so
00:11:48.580 safe, it does have upside. Now, can I tell you it has the upside of Bitcoin? I can't. However, again,
00:11:55.640 your portfolio should be like a well-oiled machine. You decide what amount of your wealth you want to have,
00:12:01.400 pedal to the metal, going for it. And if you make 100x your money, great. But if you lose it all,
00:12:06.300 it's not going to devastate your family. And what percentage of your portfolio do you want to have
00:12:10.060 that is, I can go hand on my pillow and know where I am in life, that we have made a decision
00:12:16.720 that will, according to history, protect that portion of my wealth, no matter what is coming.
00:12:22.940 So that is how we are framing and would encourage everyone to think about gold with this long
00:12:28.660 time versus many other speculative assets. If you want to make an investment in gold,
00:12:34.000 please consider doing so through LifeSite's partnership with St. Joseph's Partners. You
00:12:38.440 can click the link in the description below for that. For U.S. residents, creating will has never
00:12:44.320 been easier. Thanks to My Legacy Will, an online platform free of charge, you can now create your
00:12:50.640 own will and choose to include LifeSite News in it. Specify where your funeral will take place,
00:12:56.260 the number of masses to be offered for your soul and how your estate will be distributed. We would
00:13:01.640 be deeply grateful if you remembered LifeSite News in your will. Visit mylegacywill.com slash
00:13:08.720 LifeSite News. Thank you for your support and may God bless you. But let's get on to this issue of
00:13:15.260 this opportunity to gift your kids. Being a Canadian, I was stunned to learn that in America,
00:13:25.220 you can't just give your kids as much money as you want, even while you're still alive. I'm not even
00:13:32.100 talking about it in your will. Just gift it to them. You're not allowed to do that without being
00:13:36.420 taxed, which I thought was crazy. But anyway, there's this thing that restricts you from doing
00:13:42.500 that. What was it last year? You couldn't give them up to, I think it was anything above $17,000 last
00:13:50.400 year without getting taxed. Is that correct? In person, that's correct. Correct. And so this year,
00:13:55.700 2024, the amount you can gift has risen to a record level. Now, what I would say to the audience is
00:14:02.340 studying the Uber wealthy regarding finances. Their behavioral trait is they rarely miss an opportunity
00:14:10.600 to protect themselves from taxes and to get money tax-free to their family. And so this opportunity
00:14:18.560 that many are not aware of is an individual can give this year $18,000 to anyone they choose as a
00:14:26.520 tax-free gift. It will not create a tax qualification for the recipient or for the donor. So if you're a
00:14:32.120 couple, you can give $36,000 and it's free. So you can give that to your child, to each of your
00:14:38.820 children. You can give it to grandchildren. If you're an employer and you've done really well,
00:14:44.300 you have, you know, you see kids who are your company, here's a way for you to get them money
00:14:49.160 that they could use potentially for college or to buy a home. This is actually not only for your
00:14:55.220 children. It can be for your grandchildren and then even friends. You can gift it to anyone you want.
00:15:01.060 The key is you have to have this in place by December 31st, 2024, in order to take advantage of
00:15:08.120 this record opportunity in this current calendar year and to avoid any tax issues.
00:15:14.440 Okay. So yeah, I mean, this becomes a really important issue because when you have inheritance
00:15:19.520 tax and you leave it in your, in your, you know, in your will to your kids, that's all taxed. But so
00:15:25.820 you're saying that now you can actually give $18,000 to any individual child or, or
00:15:33.980 friends or whomever you want. And then as a couple, you can do that twice. So you get you,
00:15:39.100 you're out of your joint account with your wife, you, you can hand on 36,000 to each child or 36,000
00:15:45.340 to multiple people. In America, when you leave money for your heirs, there's a finite amount you can
00:15:51.660 before it's taxed. There's a ceiling on that. So what the very wealthy do is they take opportunities
00:15:57.580 like this to get out significant amounts of money above any tax threshold that would come at that and
00:16:03.740 get this money into the hands of the next generation or the people that they love or two generations
00:16:08.940 down. And if like John Henry, again, there, there are no guarantees with gold. However,
00:16:15.180 let's look at history, let's look at precedent. So if you have a young child now, and they can say in
00:16:20.620 25 years, they're going to be ready to buy their first home. In America today, John Henry, as you
00:16:25.620 probably are aware, homeownership is becoming so much more difficult for young people. Well, if 25 years ago,
00:16:32.720 you had made this gift to a child today, that would be worth over $325,000. They could use and buy
00:16:41.040 almost at the median home in America, at least through a major down payment. It is game changing
00:16:46.640 if we will take advantage of this. You know, we, we think, what can we do that's meaningful
00:16:51.440 for those we love? And what happens, you know, if in 25 years, I'm not here. And you may think the
00:16:57.600 same thing about your children, your grandchildren and those you love. Well, by doing this, you are
00:17:02.720 saving for them, you are being such a steward, as history tells us, we should be that you're
00:17:09.440 setting this up so that they will be able to have a home, if otherwise, they wouldn't afford it,
00:17:13.840 but they will be able to start a business. Now, this also has no requirements, you can give any
00:17:20.640 amount that you would like up to that amount. And there's no restriction of time. So it's not like
00:17:26.160 you have to set it aside, no one can touch it for 25 years. If the child is 10 now and 15, you know,
00:17:33.280 you want to, you want to gear it. So then in 15 years, they can take it out by all that can be
00:17:38.160 done. And again, looking back in history, that also would have been very, very profitable for
00:17:42.560 these children. So, so we stick here thinking, what can we do for those we love in Christmas of 2024?
00:17:50.000 This is something that literally can change lives and families for generations to come.
00:17:55.280 And we encourage believers to be good stewards to do what we see that you were wealthy joining
00:18:02.240 and maximize what remains in your family. How does that fit in with gold? How does the,
00:18:08.960 this allocation to children fit in with gold? So they can save in gold or in silver. You can save in,
00:18:16.480 you know, a plethora of opportunities. So what we do with clients is they can call us and say,
00:18:22.720 okay, I would like to make this contribution tax-free to my children. By the way, we're
00:18:28.320 happy to work with your tax advisors. We'll get on the phone with you to make sure they're totally
00:18:32.080 comfortable with everything. And they can do one of a couple of things. They can say, okay,
00:18:36.080 I'm making this $36,000 gift. I want you to send it to me and I'm going to give it to the child's
00:18:42.480 parents. You know, you can put notes on it, you know, saying this is not to be touched until when,
00:18:47.120 or you can save it in an insured audited vault in a manner that won't require any incremental
00:18:52.800 maintenance payments. And where you are the custodian, the donor of it with specific instructions that the
00:19:02.480 beneficiary of this account is to be so-and-so. And your preference is that they will not touch
00:19:09.760 this money until whatever year it is. So it can be completely customized to whatever the family's
00:19:16.960 needs and preferences are, John Henry.
00:19:18.800 This is a time of advent of, of preparation. Um, give us your final thoughts, uh, on how,
00:19:25.120 cause you, you, you do a unique thing, Drew, you work in the financial sector and you set people up
00:19:31.040 with investments in gold and precious metals, but then you bring to it this religious aspect. And
00:19:36.000 now that we're, uh, in advent, uh, preparing for Christmas, give us some of your wisdom.
00:19:42.160 I don't know if wisdom is the right word for it, John Henry, but what I would say is,
00:19:46.400 you know, if you see being professional in the media, how people's perspective is just deliberately
00:19:53.680 shaped the wrong way. There's not a crisis at the border. The media tells us the media tells us,
00:19:59.520 you don't, you can't have Jesus in business or in schools or in the courthouse. So the media is telling
00:20:09.680 us, you might have to run West looking for a sunrise. And we need to just stop and say,
00:20:17.520 really, are you telling me the truth? And so we would say, we want to be a generation that changes
00:20:27.120 that, but we say, no, Jesus is the foundation. He is the cornerstone of the United States of America.
00:20:33.120 He is our greatest resource. And so as a company, I think you guys in your audience knows, you know,
00:20:38.960 for 15 years, we have been leading endeavor, had America's fan is with us and thousands of people signed
00:20:46.560 up Wednesdays and Fridays, just like first century Christian said, we are all obligated to do.
00:20:52.480 And what we've begun doing more recently, John Henry, since your time leaving us, we've begun
00:20:59.360 opening up our company prayer. So every day we pray the rosary as a company. We study the structures
00:21:05.200 as a company. We pray for deliverance over our health, over our families, over our business,
00:21:11.920 over our homes every day, because it is a spiritual battle. We have to realize every moment Satan's
00:21:17.840 coming to destroy us, but we've had to have the tools to push him back and destroy him.
00:21:22.960 Now we're praying for the always spirit every day, because as our lady told us,
00:21:26.880 whenever you pray, pray first for the always spirit, because when you have the always spirit,
00:21:30.400 you have everything. So in this wonderful and bent season, I see cause for so much hope. We see
00:21:38.400 revival breaking out all across the country. I think I'm less informed, but across the worried,
00:21:46.160 there is so much good happening. So between now and Christmas, let's encourage everyone to do what
00:21:52.400 Jesus said is the most important commandment. That's love God with all our hearts. And if you look at
00:22:00.560 what Moses wrote, he said, the three most important commandments all have to do with that. It's we'll
00:22:07.120 have no false gods besides the Lord. And our lady tells us the biggest false god today is money.
00:22:12.480 Right. Right. Let us ask the always spirit to make God our Lord and not money. Secondly,
00:22:20.880 let us resolve that we will not take the name of Jesus in vain. Let us be conscious. We're watching
00:22:26.800 TV and movies. How awful it is that Hollywood deliberately pushes the name of Jesus as a curse
00:22:33.040 so that we will become desentatized to it. Let us make this a new hour where we're going to take
00:22:40.480 back holding the name of Jesus. And thirdly, again, this may not sound out of work, but Jesus said,
00:22:46.960 this is more important than the commandment for murder. Let us honor the Sabbath. As the Lord said,
00:22:53.440 no work on the Sabbath, no comers, no one working for us, just spending time with him and our loved
00:23:01.120 ones. So between now and Christmas, let's try and put those three commandments that are all to do
00:23:08.080 from Moses writing with God and that Jesus summarizes the most important commandment to
00:23:14.720 level with all our hearts. That's what we're trying to do this Advent. And I think the Lord is pouring out
00:23:21.440 extraordinary blessings on those who take these steps towards him at this time, John Henry.
00:23:27.040 That's great. If you want to take advantage of that trick of the wealthy to leave your children
00:23:32.400 or whomever you wish money tax-free, you can do that through an investment with St. Joseph's Partners
00:23:40.320 at the link below. Drew Mason, thank you so much for being with us. God bless you.
00:23:44.640 Thank you, John Henry.
00:23:45.920 And God bless all of you. And we'll see you next time.
00:23:51.440 John Henry.
00:23:53.200 Hi, everyone. This is John Henry Weston for LifeSite News. We hope you found this video
00:23:57.360 insightful. For more content like this, be sure to check out the links in the description below.
00:24:02.320 You can also follow us on social media to stay updated on the latest news concerning life,
00:24:07.200 faith, family, and freedom.
00:24:08.960 And may God bless you.