

194. The Debt Bubble with Luke Gromen
5 snips Nov 7, 2023
Luke Gromen and Saifedean discuss the theory of dedollarization, negative real rates, the gold market, the impact of oil on the global economy, and potential actions by the Federal Reserve. They explore the financial dynamics shift, limitations of gold, and reflections on the events of 2020 and 2021. They also delve into potential triggers for financial repression and inflation, emphasizing the importance of alternative assets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
Dollarization, De-Dollarization, and Global Sovereign Debt
02:43 • 29min
The Abundance and Cheapness of Oil
31:50 • 23min
The Budgetary Situations: Then and Now
55:06 • 9min
The Relationship Between the Dollar, De-Dollarization, and Commodity Markets
01:04:24 • 12min
Shift in Global Financial Dynamics
01:16:10 • 11min
The Problems with Gold in the Monetary System
01:26:44 • 20min
Reflections on the Unprecedented Events of 2020 and 2021
01:46:29 • 3min
Exploring Scenarios for Financial Repression and Inflation
01:49:04 • 2min