WARNING: THE INFLATION SH*T HAS HIT THE FAN!
Inflation is surging, debt is exploding, and the Fed may be running out of moves. From oil shocks and food inflation to rate cuts, rate hikes, and Bitcoin's surprising selloff, the cracks in the system are getting harder to ignore. If the market is mispricing what's coming next, this could be one of the biggest opportunities of the cycle.SPONSORS:
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CHAPTERS:
00:00 – Inflation hits the fan
02:03 – The Four Horsemen framework
02:48 – Kevin Warsh and the Fed dilemma
05:39 – Inflation surges as markets react
06:49 – Oil shocks and the Strait of Hormuz
07:31 – The screw worm and food inflation
08:29 – How supply shocks drive CPI higher
10:55 – The Fed's impossible choice
12:13 – Why Bitcoin and gold sold off
14:44 – The hidden bullish case for Bitcoin
16:49 – The final warning on inflation and debt
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