Dollar Squeeze Is Causing “Debt Spiral” In U.S. Bond Market, Argues Luke Gromen скачать в хорошем качестве

Dollar Squeeze Is Causing “Debt Spiral” In U.S. Bond Market, Argues Luke Gromen

This Monetary Matters episode is brought to you by VanEck. Learn more about VanEck Uranium & Nuclear ETF: http://vaneck.com/NLRJack Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 800.826.2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund. Carefully read before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation Luke Gromen, Founder & President, Forest for the Trees (FFTT), joins Monetary Matters to share his thoughts on the rapidly selling off Treasury market and strong U.S. Dollar. Recorded on January 13, 2025. Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Luke Gromen on Twitter https://x.com/LukeGromen Timestamps 00:00 Intro 00:36 VanEck Uranium & Nuclear Energy ETF Pre-roll 01:00 Panic In The Bond Market - "More Than Just A Tantrum" 09:16 Has The U.S. Economy Been Outperforming? 20:10 VanEck Uranium & Nuclear Energy ETF Mid-roll 22:23 The Dollar Squeeze: How Foreign Countries Are Getting Squeezed By A Rising U.S. Dollar 26:23 Who Are The Marginal Buyers Of U.S. Treasury Bonds? 34:47 The Return of "Shadow QE" (Quantitative Easing) 36:50 The "True Interest Expense" Of The U.S. Government 39:35 Unfunded Liabilities Of The U.S. Government (vs. Its "Unfunded Assets") 45:12 Trump Administration, Bessent Treasury, and DOGE (Department of Government Efficiency) 50:38 China's Economy vs. U.S. Economy 52:36 "DOGE Will Fail On Its Face" 54:34 Tariffs: Why Gromen Doesn't Think They Will Be Effective 1:04:01 China's Plan With Gold 1:06:49 The Debt-To-GDP Endgame: There Is No "Red Line" 1:14:20 What Would It Take For Luke To Be A Buyer Of U.S. Treasurys?? 1:18:26 Preview of Jack's MMT Debate With Nathan Tankus and Robert Murphy 1:19:25 VanEck Uranium & Nuclear Energy ETF Pre-roll #stocks #bonds #treasurybonds #treasurybills #fedpolicy #fx #fxtrading #forex #currency #federalreserve #china #economy #economiccrisis #nuclear #uraniumstocks #uranium #stockexchange #news #tariff #tariffs #ScottBessent #trump