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Milk Road Macro
@MilkRoadMacro
Helping you get smarter about macro investing. Subscribe for free to learn how global markets move Bitcoin, stocks, gold and more. By @MilkRoad
加入 June 2023
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The U.S. debt problem might already be mathematically unfixable. Matthew Piepenburg argues the Fed literally can't fight inflation as Volcker did in the 1980s. Because America is now sitting on roughly $40 TRILLION in debt. Higher rates don't solve the problem anymore. They actually make it worse. Way worse. His conclusion: more money printing, more financial repression, and a slow erosion of dollar dominance. You can't rate-hike your way out of a debt trap. The math doesn't math. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:29 - Why Hormuz Threatens The Dollar 10:58 - Is De-Dollarization Accelerating? 16:40 - Trump’s China Talks Explained 23:00 - Is The World Dependent On US Oil? 28:07 - Will The Fed Buy US Debt? 33:53 - Sponsor: Nexo 34:31 - Inflation Is Heating Up Again 39:28 - Gold Price Targets For 2026 47:34 - Wrap-Up
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