Housekeeping: Good afternoon. 1
“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
