#429: Is The Inflation Problem Really Solved? with Luke Gromen
TFTC: A Bitcoin Podcast
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The Most Mispriced Narrative on the Street Today
The most mispriced narrative on the street today is US treasury bonds for the first time. Unless you have an energy productivity miracle, treasury bonds have risk either credit risk, which I don't think is likely or duration risk, inflation risk. And as that realization hits by virtue of how things play out over the next year, like that I think is really, really good for all of a sudden, okay, I need an asset that both hedges treasury counterparty risk and credit and duration risk. What's what can I own? Gold Bitcoin. It's a really short list. You're going to do well, but that's it. But when the treasury market goes anywhere, if anything
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