Bitcoin as a Liquidity Warning Signal

Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges.

They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottlenecks, and geopolitical shifts may shape the future.

IN THIS EPISODE YOU’LL LEARN:

00:00:00 - Intro

00:01:37 - Why the U.S. faces a multi-pronged "poly crisis" despite strong tax receipts

00:02:20 - How short-term debt issuance is straining financial system liquidity

00:04:02 - Why Japan’s bond and currency trends signal deeper global shifts

00:05:10 - The impact of U.S. shale decline and oil demand on inflation

00:12:18 - How hedge funds are absorbing Treasury debt—and why it matters

00:06:27 - The surprising risk factors in the tech sector like hyperscaler power limits

00:19:31 - The contradiction in U.S. housing policy and mortgage lengths

00:26:06 - Why Bitcoin and gold are diverging in investor appeal

00:49:16 - How global power shifts and sanctions are elevating gold’s role

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

 BOOKS AND RESOURCES

• X Account: ⁠⁠Luke Gromen⁠⁠.
• Newsletter: ⁠⁠FFTT⁠⁠.
• Check out all the books mentioned and discussed in our podcast episodes ⁠⁠here⁠.
• Enjoy ad-free episodes when you subscribe to our ⁠⁠Premium Feed⁠⁠.

NEW TO THE SHOW?

• Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
• Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
• Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
• Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
• Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
• Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
• Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.
• Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

SPONSORS

Support our free podcast by supporting our ⁠⁠⁠⁠⁠⁠sponsors⁠⁠⁠⁠⁠⁠:

• ⁠⁠Simple Mining⁠⁠
• ⁠⁠Human Rights Foundation⁠⁠
• ⁠⁠Unchained⁠⁠
• ⁠⁠HardBlock⁠⁠
• ⁠⁠Linkedin Talent Solutions⁠⁠
• ⁠⁠reMarkable⁠⁠
• ⁠⁠Netsuite⁠⁠
• ⁠⁠Shopify⁠⁠
• ⁠⁠Onramp⁠⁠
• ⁠⁠Vanta⁠⁠
• ⁠⁠Public.com⁠⁠
• ⁠⁠Abundant Mines⁠⁠
• ⁠⁠Horizon⁠⁠

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm