The Health Ranger Report

Brighteon Broadcast News, Dec 3, 2025 – Microchip fabs, Japanese bonds and why China will pop the U.S. AI bubble

Dec 3, 2025
Explore the intricacies of Japan's bond market and its surprising effects on U.S. Treasury rates. Delve into why China is pivoting to gold and the looming challenges of building microchip factories stateside. Discover the implications of government favoritism for big tech and how it's stifling true innovation. The discussion also covers the decline in U.S. education and health systems, emphasizing the importance of nutrition and personal discipline for national revival. Lastly, a critical look at the inflated U.S. AI bubble versus China's manufacturing ascendancy adds a thrilling twist.
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INSIGHT

End Of Japan's Carry-Trade Support

  • Japan's long 0% rates enabled a carry trade that subsidized U.S. Treasury demand and kept yields artificially low.
  • Rising Japanese bond yields and stimulus have ended that gravy train, pressuring U.S. rates upward.
INSIGHT

Foreign Demand Drop Raises U.S. Rates

  • Reduced foreign appetite for U.S. debt forces U.S. Treasury yields higher, undermining plans to refinance at very low rates.
  • Mike Adams warns this increases systemic risk for the dollar and Trump's refinancing strategy.
INSIGHT

China Buying Gold, Avoiding Treasuries

  • China and other nations are shifting reserves from U.S. Treasuries into gold to avoid counterparty risk.
  • Mike Adams highlights gold as a non-sovereign store of value amid geopolitical tensions.
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