This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com

“If Trump cannot do things the right way, then the temptation to do things the easy way to fight another day and the rationalizations that come along with it will begin. And that means bubbles. Weaker US dollar faster. Trade deals cut with sugar highs for us. Not meaningful long-term benefits. Mortgage the future for present in the election cycle mentality.”

“We’re Gonna Need a Bigger Bubble”

Topics:

0:00- Intro

3:56- Scores on the doors

9:00- Price is Right

12:35- Biggest Picture

19:58- Foreign Flows to Know- The UST problem

The Problem With US Treasuries:

21:15- UST Counterparty Risk- or why gold is king

24:35- How to Get UST buyers back

27:50- BRICS on Strike: The Post Covid World and How Everything Changed

34:30- Nothing is Safer than Gold, USTs cannot compete.

Title Section:

37:36- Hartnett's BiG updated

42:22- Risks to BiG View

51:13- We’re Gonna Need Bigger Bubbles if MAGA fails

56:10- How They Can Beat Trump