Roberto Rios

Roberto Rios, a macro researcher known as Peruvian Bull, shares his insights on global debt dynamics and the future of money. He delves into the mechanics of inflation driven by QE and fiscal deficits. Discussing the breakdown of the yen carry trade, he highlights liquidity as a key factor in asset prices. Roberto also explores the implications of Triffin’s dilemma on the dollar system and discusses how Bitcoin could revolutionize the monetary landscape amidst growing economic instability.

Roberto Rios, a macro analyst known as the 'Peruvian Bull,' explores the intricate dynamics of global finance. He delves into Japan's financial crisis as a cautionary tale for others, discussing the implications of its long history of quantitative easing. Rios argues that Bitcoin's digital scarcity and utility position it as a superior reserve asset in times of monetary turmoil. He also warns of regulatory challenges as central banks resist Bitcoin's rise, while offering practical advice for safeguarding portfolios against inflation.

Roberto Rios, known as The Peruvian Bull, is a macro commentator and author who dives deep into economic trends. He discusses the Fed's policies and the impacts of stealth QE on the Treasury market, revealing how stablecoins create pressure for shorter maturities. Rios shares insights on precious metals, emphasizing gold's role in anticipating QE. He critiques the unaffordability of real estate and the implications of institutional ownership. Lastly, he addresses asset inflation driven by liquidity and presents a unique perspective on Bitcoin compared to other cryptocurrencies.