Juan O' Savin: The Bond Collapse, Gold & The Reset Nobody’s Ready For (Video)
by N.Morgan

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The bonds are about to break. The Strait of Hormuz is a powder keg. And the money leaving the fiat system is already moving into hard assets faster than most realize.
In this episode of The Global Financial Reset, John Michael Chambers sits down with Juan O’ Savin and Bill Armor for a critical breakdown of what’s coming in the weeks ahead.
Juan lays out the timeline: April 2nd (Liberation Day), May 17th (National Prayer Day), and July 4th—key markers on the countdown to major economic and geopolitical events. He addresses the looming bond collapse, the fraud embedded in the system, and what President Trump’s strategy is for oil and the Strait of Hormuz. He also gives his forecast for gold and silver in 2026 and beyond, explaining why the metals market is poised for a historic move.
Then Bill Armor weighs in on Juan’s analysis, the impact of rising oil prices on precious metals, and why countries like Russia and China are stockpiling gold and silver while refusing to let them leave their borders. He discusses the end of naked short paper trading, the mass exodus from fiat into hard assets, and when we can expect to see gold and silver finally break out.
The reset is accelerating. The window for positioning is closing. This is the conversation you need before the next domino falls.

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Apr 1: Trump urged nations dependent on the Strait for oil to “grab it and cherish it,” asserting that they must take the lead in securing the passage for their own needs.
Apr 2, Reuters: About 40 countries are discussing joint action to reopen the Strait of Hormuz to stop Iran holding “the global economy hostage,” Britain said on Thurs.
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The current global economic crisis, centered on the blockade of Strait of Hormuz, represents a deliberate weaponization of energy by the Globalists. Trump has called out France and Britain, challenging them to find some ‘delayed courage’ and just ‘TAKE’ the Hormuz Strait. Is his solution actually as straightforward as he claims it to be?
Iran’s parliament has moved to institutionalize its control over the Strait with the passing of a bill on March 30 that mandates transit fees. To bypass intl. sanctions, the new law requires all tolls to be paid via yuan or stablecoins pegged to Chinese currency.
Iran has denied Strait access to US, Israel and their allies. Therefore, even if a joint action by nations is successful at releasing the stranded vessels, how do US/Israel “allies” such as EU-NATO countries see resumption of traffic?
Even if nations in Asia gain access, does the entry inevitably get denied because of vessel ownership? Which would mean the Alliance has proof of ownership to all vessels passing through the Strait. Perhaps with coordinated help from Russia and China?
With Iran…
imposing heavy tolls and blocking Western-linked vessels, how can countries, particularly the most vulnerable, afford to use the Strait?
Do Iran’s allies have the fleet scale necessary to compensate for the exclusion of globalist-owned shipping, enabling them to assist developing nations in avoiding high tolls while maintaining access to the Strait? This is assuming “allies” are at a much less toll rate, and there isn’t potential high residual risk of random attacks existing.
Is the broader objective of the Alliance to force a retreat into regional trade blocs? By being pressured to decouple from Globalists networks, nations are effectively seeking alternative sources to fill the void.
As this blockade continues to “erode global legitimacy”, is the real hard shift occurring in human perception through local cooperation, integration, and a shared regional identity. Where the shift favors more resilient, geographically diversified operations. Is this being purposefully engineered where “onshoring” will transition production, sourcing closer to home directly benefiting local economies?
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As the Strait of Hormuz remains the centre of focus, what is EU’s alternative strategy to mitigate the effects of the blockade? EU has “weaponized interdependence” where member nations’ economic linkages including supply chains, financial system has been used to force political compliance.
With the prolonged energy crisis since…
the start of Russia/Ukraine conflict, and EU’s “green & industrial”, “digital sovereignty” reset, “global gateway strategy” (BRI alternative), how will they steer through the current crisis where a chronic lack of investments and global decoupling threatens nations “sovereign stability and sustainability”?
At what point will the energy crisis trigger significant social unrest, where the “Brussels Effect” will essentially disintegrate by default.
◇ While Trump has taunted these nations, and 40 countries have jointly discussed the re-opening of the Strait, it doesn’t remove the primary obstacle that stands in their way – “US, Israel and their allies are denied Strait of Hormuz access.”
Is the primary hidden agenda for a 40-nation meeting to ensure UK-EU-NATO military materiel remains untouched. Where perhaps UK-EU contribution would only be through financial, logistics support. This would essentially allow their fronts with Russia to remain intact. By attempting to setup this alternative, is there a multi-faceted strategy that they hope to achieve?
1) To reiterate – third-party security measures would be practically pointless if they don’t overcome Iran’s ban on ‘allied’ ships (e.g. Japan, Philippines). As long as vessel ownership dictates entry, the security measures cannot bypass Iran’s denial of access, making the efforts ineffective.”
2) Hungary and Slovakia, two land-locked nations who are part of EU and NATO remain…
primary holdouts in the EU regarding the €90 billion loan package for Ukraine. Both nations’ leaders have made their approval of the aid contingent to the restoration of Russian oil flows through the Druzha pipeline, which remains unrepaired after strikes damaged it. Pres. Trump granted Hungary a one-year exemption from US sanctions on Russian oil and gas, and by extention to Slovakia.
Was one of the aims of shutting down flows through Druzhba pipeline to perhaps make GCC nations plus Israel, key energy suppliers to EU? Minus a waiver of sanctions from Trump, was it their aim to dry up supply for Hungary and Slovakia whereby regime change operations would be achievable. Where both would become EU client states.
With no success on this front, what other options remain for EU to continue with their current policy?
3) While various accounts exist regarding the outcome of Belarus’ 2020 elections, is the nation perhaps the most crucial target by the Globalists for regime change? As a key geopolitical hinge, a transition in Belarus from a Russian-backed regime to an EU-controlled administration would dramatically alter regional security dynamics to Russia’s detriment.
Belarus is Russia’s staunchest ally, with the two nations operating under a deeply integrated “Union State” framework. Geographically, it sits between Russia and Poland providing a strategic buffer zone. As well, it is the primary transit point for Russia’s land access to…
Kaliningrad via the Suwałki Gap.
If EU-Globalists were successful in shifting Belarus into their fold:
~ The border with Russia would shift from integrated to securitized.
~ Would create a critical buffer zone for European security.
~ Neutralize the Suwałki Gap,
~ Secure Polish and Baltic borders.
~ Provide Ukraine’s northern border protection.
~ Remove Russian military infrastructure.
With a new alliance between two sovereign nations of Russia and US, is US influence in the region crucial to keeping such alliances as between Belarus and Russia intact – as the world transitions into new regional based economies, security?
4) If US were to exit NATO while Turkey, the alliance’s second largest military pivoted towards regional security post Iran conflict, would this constitute a fundamental transition toward a regionalized global defense architecture? Whereby any potential strategy with regards to Belarus would have to be abandoned as EU, UK without the backing US, Turkey’s militaries would have to face Belarus backed by a Superpower – Russia.
5) Therefore, what is the only option remaining for UK, EU-NATO?
~ With depleted military stockpiles in Ukraine, Iran, Israel/US conflict.
~ High probability of Turkey and US out of NATO.
~ Economic deterioration with soaring energy prices, logistics/supply chain disruption.
~ Internal unrest, forced reconfiguration of supply chains, focus on domestic rather than the collective union.
~ Energy supply from GCC nations and Israel severely disrupted with no timeline for resumption.
~ US security umbrella (military bases) destroyed in GCC nations further eroding their export abilities.
~ Labelled “enemies” of US and Israel, access to Strait of Hormuz denied.
Is the only viable option for UK, EU a phone call to Russia?