Soaring US Debt Burden & The Global Market Reset  | Gerard Minack

Soaring US Debt Burden & The Global Market Reset | Gerard Minack

To learn more about the VanEck Merk Gold ETF (OUNZ): https://www.vaneck.com/OUNZJack/overview/ To view the prospectus: https://www.vaneck.com/OUNZProspectus Gerard Minack of Minack Advisors joins Monetary Matters to discuss why even though other developed nations like Japan may have higher debt to GDP ratios, factors like net debt, monetized debt, and the overall size of US debt make this comparison flawed. He argues these factors make the current trajectory of US debt levels completely unsustainable and that the bond vigilantes will step in long before even more extreme levels are reached. He also discussed the extreme valuation gap for US assets compared to the rest of the world, why he thinks that gap will narrow, Mag 7 dominance and AI, and why he thinks Japan, not China, is the large Asian market set to outperform. Follow VanEck on Twitter https://x.com/vaneck_us You can find Gerard Minack on Bloomberg Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 Intro 00:24 Van Eck OUNZ 01:00 Interest Rate & Bond Market Views 09:13 Comparing US Debt Levels to Japan 12:21 Comparing Soft & Hard Data 16:19 Two Growth Scenarios Affecting Rates This Year 23:30 Van Eck OUNZ 24:05 The New World of Higher Rates 33:12 How Higher Rates Impact Stocks 43:01 The AI Trade and US Valuations 49:23 The US Valuation Gap vs The Rest of the World 53:12 Mag 7 Dominance 01:03:15 Bearish on Chinese Stocks and Bullish on Japan 01:09:23 Japan's Macro Backdrop 01:16:19 The Neutral Rate & Demographics 01:21:22 No Recessions in Australia 01:26:16 Australian Outlook

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Michael Howell: Markets On “Nervous Knife-Edge Equilibrium" As Global Liquidity Momentum Has Peaked

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This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-mat...

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How Legendary Resource Investor Rick Rule is Investing for a 10-Year Bull Market

This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs. Pictet AI Enhanced US Equity ETF (PQUS):   https://etf.am.pictet.com/pqus/?utm_campaign=usetf&cid=2826077237&utm_...

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This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs. Pictet AI Enhanced US Equity ETF (PQUS):   https://etf.am.pictet.com/pqus/?utm_campaign=usetf&cid=2826077237&utm_...

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The “Climax Top” In Gold & Silver | Milton Berg, Turning Point Master, on Precious Metals, Bitcoin, and Disturbing December Warning In Stocks

Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm Recorded in February 6th 2026, technical analyst Milton Berg returns to discuss his market outlook after correctly predictin...

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Why Carson Block Won’t Short AI Names Until the IPOs Begin & Muddy Waters’ Pivot to Long Resources Stocks & S&P 500 Momentum

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This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs. Pictet AI Enhanced US Equity ETF (PQUS):   https://etf.am.pictet.com/pqus/?utm_campaign=usetf&cid=2826077237&utm_...

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Why Silver Is Flowing East | Alex Campbell on Solar, Scarcity, and the Six-Sigma Silver Crash (Plus: SaaS & AI)

This episode is sponsored by Pictet Asset Management and its AI-enhanced equity ETFs. Pictet AI Enhanced US Equity ETF (PQUS):   https://etf.am.pictet.com/pqus/?utm_campaign=usetf&cid=2826077237&utm_...

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