Luke Gromen: We Are Facing "The Mother of All Crises" (And It’s Physical) скачать в хорошем качестве

Luke Gromen: We Are Facing "The Mother of All Crises" (And It’s Physical)

Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Luke Gromen of Forrest For The Trees argues that the US is facing the "Mother of All Crises": a forced choice between losing the AI race to China or destroying the US Treasury market. In this deep dive, we cover why the electrical grid is the ultimate bottleneck, why Bitcoin is flashing a warning signal for 2026, and the mathematical path to $15,000 gold. Recorded December 1, 2025. Follow Teucrium on Twitter https://x.com/TeucriumETFs Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Luke Gromen on Twitter https://x.com/LukeGromen Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Teucrium $TILL Pre-roll 00:18 Bond Market Sacrifice or Losing to China: The "Impossible Choice" 06:50 Yield Curve Control & The Gold-to-Oil Ratio 16:44 Teucrium $TILL Mid-roll 17:55 The Truth About $21 Trillion Investment Deal 20:15 Warning from Japan: The Bond Market is Breaking 29:50 Why China is Winning the Energy Grid War 37:55 "The Mother of All Crises": Real Capital Costs Are Rising 43:00 Real Resource Repression: Starving the Consumer for AI 47:50 The 2026 Outlook: "Year Zero" & The Liquidity Reset 52:30 Why Gold Wins in Inflation OR Deflation 1:03:33 Bitcoin: "The Last Functioning Smoke Alarm" 1:15:30 Trade Idea: Long Infrastructure, Short Semiconductors 01:19:10 AI's Deflationary Shock: The White Collar Crisis 1:27:40 Why Banks & Hedge Funds Will Be Forced to Sell Treasuries 1:29:15 The "Death Spiral" Prediction 1:30:57 Teucrium $TILL Mid-roll #macro #stockmarket #macroeconomics #investing #trading #markets #bitcoin #federalreserve #economy #gold #silver #silverprice #preciousmetals #nvidia #oracle #lukegromen