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Mark Yusko's Big Calls For 2023 | Weekly Roundup

Supply Shock

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Can the Fed Turn the Clock Before Everything Breaks?

I think structurally, inflation is here to stay if for no other reason. Eventually, the US has to move either to deflate some of that debt away or default because we're not going to grow our way out of this at this point. We can't really restructure it because no one will take the other side. Now, could we monetize assets? Everybody always looked at one side of the balance sheet when they talked about the United States. I've been watching Yellowstone. You could sell them Montana where you're from. But to be able to, Montana wouldn't like that very much.

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