Systemic Risk Trade, Bond Market Pricing, and Potential Challenges for US Government Financing

The podcast discusses a trade that is causing concern for systemic risk, with the Fed, Bank of England, and Bank for International Settlements expressing worries, while Goldman Sachs is less concerned. The chapter also explores the bond market pricing in higher rates and the potential impact on the economy, as well as the challenges of rising interest expenses for US government financing. Former Bitmec CEO Arthur Hayes predicts a bull market driven by excessive money printing.