The System Is Too Levered To Take Real Pain | Arthur Hayes
发布时间 2025-04-23 14:11:00 来源
摘要
In this episode, Arthur Hayes joins the show to discuss Trump’s slew of concessions sending markets higher, the evolving US-China strategy, and Bitcoin decoupling from US assets as tariffs reduce the US capital account surplus. We also delve into Treasury buybacks, the Fed & SLR exemption, potential catalysts that would trigger QE, and more. Enjoy!
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Timestamps:
(00:00) Introduction
(01:47) Trump Agenda & Concessions
(07:06) Tariffs & US-China Strategy
(13:39) Ads (Ondo, Ledger)
(14:50) Bitcoin Decoupling & Changing Trade Flows
(19:33) Fiscal Levers & Global Liquidity
(25:26) Treasury Buybacks
(30:49) Ads (Ondo, Ledger)
(32:04) Powell & The Fed
(34:43) SLR & Big Banks
(37:30) What Would Trigger QE?
(41:55) Structural Bid In Gold
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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