What you’ll learn here:
00:00:00 – Intro
00:00:39 – Why the U.S. faces a multi-pronged “poly crisis” despite strong tax receipts
00:01:20 – How short-term debt issuance is straining financial system liquidity
00:02:49 – Why Japan’s bond and currency trends signal deeper global shifts
00:03:47 – The impact of U.S. shale decline and oil demand on inflation
00:05:09 – The surprising risk factors in the tech sector like hyperscaler power limits
00:05:58 – How hedge funds are absorbing Treasury debt and why it matters
00:14:50 – How Fed policy is caught between debt management and inflation control
00:19:06 – The contradiction in U.S. housing policy and mortgage lengths
00:24:46 – Why Bitcoin and gold are diverging in investor appeal
Transcript & Guest Info:
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▶️ Related Episodes:
– US dollars on Bitcoin Lightning w/ Luke Gromen: https://youtu.be/w8JXdYmllZ4
– Global Macro and Bitcoin Q1 2025 w/ Luke Gromen: https://youtu.be/0anySRVB404
– Bitcoin Mastermind Q3 2025: https://youtu.be/Ut8keXlTyjw
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