The Fed Can’t Let the AI Bubble Burst | Luke Gromen

The Fed Can’t Let the AI Bubble Burst | Luke Gromen

“The companies are bubbles, but I don’t think the technology is a bubble.”

Luke Gromen is back on the show to explain why the debt-fuelled AI boom may have become too big to fail, why slowing investment and valuations could threaten the wider financial system, and how even a small move from the Fed could trigger the unwind.

Luke also explains why he still hasn’t bought back most of the Bitcoin he sold near $96,000. He believes Bitcoin could trade lower alongside tech over the next few months, but his long-term thesis has not changed: America’s fiscal position cannot be fixed without significant currency devaluation, and the Fed will eventually be forced to print.

We also discuss Kevin Warsh’s attempt to establish his inflation-fighting credibility, the return of Hamiltonian economics, tariffs and reshoring, why long-term bondholders may be destroyed in real terms, the growing divide between Wall Street and the rest of America, and whether the country can remain the world’s dominant superpower.

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The Biggest Lie in Economics | Peter St Onge

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Capitalism Is Dead: The Rise of the AI Surveillance State | Erik Cason

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“I think the primary product that they’re the most interested in selling is AI psychosis.” Erik Cason returns to discuss why he believes American capitalism has already ended, how AI could accelera...

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AI Came for Bitcoin First | Jameson Lopp

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"The rest of the world, of course, should always have been paying attention to Bitcoin, but they should be paying attention to it for a very different set of reasons now because they’re next.” Jameson...

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Can AI Actually Grow America Out of Its Debt? | Jeff Ross

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“I think AI is officially too big to fail.” Jeff Ross returns to discuss why he expects an AI-led manufacturing boom in the US and how rising productivity could help America grow its way out of deb...

11 Syys 1h 4min

The US Is Long-Term Insolvent | Lyn Alden

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“We don’t really have the tools to deal with fiscal-driven inflation.” Lyn Alden returns to discuss why the US is entering deeper fiscal dominance, what the Treasury’s recent buybacks signal, and w...

8 Syys 1h 15min

Bitcoin & the $40 Trillion Debt Reckoning | Nik Bhatia

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“There is a reckoning. There is a point at which something has to be addressed.” Nik Bhatia returns to get into America’s $40 trillion debt problem, why the real danger is the share of tax revenue ...

3 Syys 1h 9min

The Everything Rally Is About to Begin | Joe Carlasare

The Everything Rally Is About to Begin | Joe Carlasare

“You could have a massive cycle here this time around that will shock people.” — Joe Carlasare Joe Carlasare is a commercial litigator, Bitcoiner and author of Unconfiscatable. In this intervie...

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Bitcoin Will Never Have Another 80% Crash | Eric Yakes

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“Everything’s structurally changed.” Eric Yakes is back on the show to explain why Bitcoin may never suffer another 80% crash, and why the recent 50% drawdown could prove that the four year cycle i...

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