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Luke Gromen: Is Trump Triggering 'Sudden Stop' in Economy? Gold, Bitcoin, Stocks and Macro Outlook

27 snips
Apr 3, 2025
Join macroeconomist Luke Gromen, founder of Forest for the Trees, as he dissects the U.S. economic landscape. He warns that cuts to government spending might trigger a crisis and explains the perilous implications of current fiscal mismanagement. Gromen discusses how gold and Bitcoin could emerge as future reserve assets amid a looming monetary reset. He also argues Wall Street may be ignoring the reality of decoupling assets like Bitcoin from traditional stocks. Prepare for the ticking clock of economic change!
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INSIGHT

Austerity and Sudden Stops

  • Cutting government spending before restructuring debt can trigger a sudden stop in the economy.
  • Interest payments already exceed government receipts, making spending cuts dangerous.
ADVICE

Devaluing Debt

  • Devalue debt through yield curve control, QE, or revaluing gold.
  • These actions can lower treasury yields and buy time for economic restructuring.
INSIGHT

Wall Street's Blind Spot

  • Wall Street ignores the treasury market risks due to their narrative-driven approach.
  • They often prioritize selling narratives over acknowledging potential problems.
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