
Hartnett: We’re Gonna Need a Bigger Bubble (if Tariffs fail)
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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.