#Bitcoin #Macro #Debt #Wealth #Distribution #TimeBomb
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0:00 Introduction
1:00 US Debt – Ticking Time Bomb
1:44 We Don’t Often Agree
2:23 Even Jerome Powell Agrees
2:48 Rough Year so Far in Global Markets
3:34 Goldman: Rate Cut Forecast
4:15 CPI vs PCE
4:38 True Inflation #Truflation
4:56 GDP Blistering Growth – But there’s a Catch!
5:45 GDP Range Projection
6:32 $3 in Debt to Create $1 in Output
7:49 Even Worse – 10 Cents Return Per Dollar of Debt
9:04 Interest Projection
9:50 US Interest Compared to Other Expenses
11:00 Earth – a World of Debt
12:01 44% of Office CRE is Under Water
13:31 Who Owns What Assets?
14:54 Delinquencies Skyrocketing, Liquidity Needed
16:00 US Household Debt – Fighting Inflation w DEBT
17:13 Distribution of Consumer Debt
18:13 Distribution of Assets
19:22 Canada’s Debt Problem
19:50 EU’s Debt Problem
20:29 Weakest Hiring on Record – Jan 2024
21:13 US Bank Exposures to CRE Crisis – new ATH
21:33 With BTFP Ending, These Banks Could Go Under
22:18 ISM Pops Due to Red Sea Calamity
23:05 In Good Macro News
23:11 We Have Insurance – Bitcoin Liferaft
23:32 In Good Post Covidian News
24:01 Rates Falling! Perhaps $$$ Flows into Stocks?
24:27 Explaining the $6T into Stocks
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