Porter Stansberry Predicts U.S. Monetary Reset by 2029

Porter Stansberry, founder of Stansberry Research, told Anthony Pompliano that the United States is headed for a full monetary reset by 2029. He presented the case in a recent interview and in his book “2029: The End of America,” which updates an earlier documentary and frames the timing through the Fourth Turning generational theory.

Stansberry pointed to several fiscal and monetary indicators. Federal debt stands at about $40 trillion and the debt-to-GDP ratio has surpassed 120%. Annual interest payments on the national debt have reached roughly $1 trillion. He also cited the expansion of the M2 money supply from about $8 trillion in 2008 to $22.44 trillion today as evidence of long-term dollar debasement.

He identified Social Security as an acute near-term trigger, saying demographic shifts have reduced the ratio of active workers to retirees and created a structural funding gap for the program. He described a reset as “not a tail risk but a near-certainty within the decade.”

For protection against the scenario he outlined, Stansberry recommended bitcoin and gold. He characterized bitcoin as a fixed-supply, decentralized asset that can act as a hedge against inflationary pressures from fiscal expansion and currency weakening. He presented gold as a traditional hard-asset alternative.

Stansberry linked his timeline to the Fourth Turning theory by William Strauss and Neil Howe, which identifies recurring generational crises. In his framing, a crisis period that began around 2008 will reach a climax around 2029.

Market observers note a rise in institutional interest in bitcoin. Macro hedge funds, family offices and some listed companies have increased allocations to bitcoin as a potential hedge against fiat risk. Spot exchange-traded fund inflows and corporate treasury disclosures related to cryptocurrency accelerated in the first half of the year.

Critics argue that policy choices and market mechanisms can mitigate fiscal stress without a sweeping monetary reset. Stansberry’s book and public remarks rest on the combination of fiscal metrics, demographic trends and generational-cycle theory that underpin his 2029 forecast.