Timeline:

> 00:00 Intro
> 1:56 Current Assessment of Markets
> 4:00 Central Bank Fortitude
> 12:20 The Fed’s Dilemma
> 18:00 Can Society Survive Higher Rates?
> 22:00 Universal Basic Income
> 27:05 Fed Pivot & Secular Inflation
> 33:07 Emperor Luke
> 39:50 How Urgent is This Crisis?
> 48:28 Outro

cryptocoin

The last time today's guest was on the program, he made the case that the world's largest nations, burdened by over $200 trillion worth of dollars in debt,  better "get busy inflating or get busy defaulting"

Since then, many of these countries have tightened their monetary policies.

Does that mean a cascade of defaults lies ahead?

To find out, we welcome back macro analyst Luke Gromen to the program. We'll also talk about the outlook for the markets, the US dollar, gold & oil, as well as the odds for a coming recession.

bitcoin

Fed To Pivot By End Q3, Likely Sooner Predicts Analyst Luke Gromen

soggycakes

> The last time today's guest was on the program, he made the case that the world's largest nations, burdened by over $200 trillion worth of dollars in debt,  better "get busy inflating or get busy defaulting"
> 
> Since then, many of these countries have tightened their monetary policies.
> 
> Does that mean a cascade of defaults lies ahead?
> 
> To find out, we welcome back macro analyst Luke Gromen to the program. We'll also talk about the outlook for the markets, the US dollar, gold & oil, as well as the odds for a coming recession.