There's this phrase Francis Hunt uses — Hotel California debt. You check in, but you never really leave. That's the modern financial system in a nutshell.
He walked me through why markets keep climbing even when the fundamentals are screaming trouble. It's not strength. It's the trap doing what traps do — expand forever, never contract.
We talked about the long-term debt cycle, and why this one can't resolve quietly. There's this Ernest Hemingway line about bankruptcy: it happens slowly, then all at once. That's what we're staring at.
Remember Britain's 2022 pension crisis? A slow leak turned into a bond market crash in days. Forced sellers, collapsing prices. Only cash buyers win that moment.
Most investors are positioned for a world that's about to change under their feet. The exits? Gold and $BTC. Pick your door out of the hotel.
We also covered:
- Why rates are spiking
- The devaluation chart nobody wants to look at
- Japan's trap
- The end of gold-backed money
- Why gold was suppressed for decades
- What's next for gold
Thanks to @OKX for sponsoring. Their deposit bonus ends August 31st.
He walked me through why markets keep climbing even when the fundamentals are screaming trouble. It's not strength. It's the trap doing what traps do — expand forever, never contract.
We talked about the long-term debt cycle, and why this one can't resolve quietly. There's this Ernest Hemingway line about bankruptcy: it happens slowly, then all at once. That's what we're staring at.
Remember Britain's 2022 pension crisis? A slow leak turned into a bond market crash in days. Forced sellers, collapsing prices. Only cash buyers win that moment.
Most investors are positioned for a world that's about to change under their feet. The exits? Gold and $BTC. Pick your door out of the hotel.
We also covered:
- Why rates are spiking
- The devaluation chart nobody wants to look at
- Japan's trap
- The end of gold-backed money
- Why gold was suppressed for decades
- What's next for gold
Thanks to @OKX for sponsoring. Their deposit bonus ends August 31st.