Robert (Infranomics)

In this engaging discussion, Robert from Infranomics, a macro analyst specializing in Treasury markets, unveils how hedge funds now hold a staggering $1.8 trillion in U.S. debt through the basis trade. He explains the hidden risks of this leverage, the implications for liquidity during market stress, and how political tensions could exacerbate financial instability. Robert emphasizes Bitcoin as a crucial safe haven in an era of debasement and discusses the shifting importance of gold and bearer assets amid rising populism.