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#748: The Bond Market Says Tick Tock with Luke Gromen
Marty sits down with Luke Gromen to discuss the unsolvable U.S. sovereign debt trap, why the Fed will be forced to print money to cap yields into a new inflation spike, and how AI-driven labor disruption and the Iran-Hormuz supply shock are accelerating the end of the dollar-centric world order.
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Opportunity Cost Extension…
The skinny
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