#654: The Fed Has Painted Itself Into a Corner with Michael Howell
TFTC: A Bitcoin Podcast
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Economic Cycles and Asset Dynamics
This chapter examines the interplay between government debt, economic cycles, and asset allocation strategies, highlighting the impact of liquidity conditions on different asset classes. It raises concerns about the disconnect between financial markets and the real economy, particularly in the context of AI optimism and traditional financial systems. Additionally, it explores the Chinese bond and gold markets, signaling significant trends that could influence global economic stability and investment behaviors.
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