The Pomp Podcast #1558 Darius Dale | Why the Smart Money Is Going All In on Bitcoin
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Jun 4, 2025 
Darius Dale, Founder & CEO of 42Macro, dives into the evolving investment landscape dominated by Bitcoin, gold, and stocks. He emphasizes why smart money is leaning heavily into Bitcoin, likening it to a new form of bond. The conversation touches on the implications of U.S. spending habits, influenced by tweets from Elon Musk, and the financial instability tied to national debt. Dale warns retail investors of the need for strategic management as traditional assets waver, advocating for a fresh approach to investing in today's volatile market.
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U.S. Fiscal Dysfunction Insight
- Both major U.S. parties contribute to unsustainable fiscal spending and deficits.
- Republicans fail at math; Democrats can't curb spending, worsening debt issues.
Spending Cuts Won't Fix Debt
- Cutting $1 trillion in federal spending won't solve the debt crisis alone.
- Deficits will remain dangerously high despite proposed cuts and new spending bills.
China Reduces Treasury Demand
- U.S. imports from China have halved since 2015, reducing China's treasury investment demand.
- China's lower treasury reinvestment poses risks for U.S. debt market stability.