‘Inescapable Debt Trap’: Fed Going ‘Right Back’ to 0% | Brien Lundin
Vložit
- čas přidán 28. 06. 2024
- Brien Lundin, Editor of Gold Newsletter, discusses the "inescapable debt trap" that could devalue currencies, and the assets that will likely outperform in the coming years.
*This video was recorded on June 4, 2024
Listen on Spotify: open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: podcasters.spotify.com/pod/sh...
FOLLOW BRIEN LUNDIN:
Gold Newsletter: goldnewsletter.com/
Twitter (@Brien_Lundin): x.com/Brien_Lundin
New Orleans Investment Conference: neworleansconference.com/
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): / davidlin_tv
TikTok (@davidlin_TV): / davidlin_tv
Instagram (@davidlin_TV): / davidlin_tv
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:09 - GPUs and data centers
4:40 - Nuclear power
6:20 - Uranium
11:20 - Copper
16:37 - Mining stocks
21:48 - Unsustainable debt
28:48 - Fed monetary policy
34:17 - Investment implications
40:10 - Soft landing
42:43 - New Orleans Investment Conference
#economy #investing #commodities
I do not want to sound like a fan boy but man you DO ask all the relevant questions without interrupting the guest or being condescending. In my book you’re the example to be followed. Outstanding. Serwus!
Thanks!
I'm a simple man. I hear the word "Gigawatts" I think of Doc from Back to the Future.
David is fantastic. I'm glad he took the chance on his own channel.
And let's not forget how the global economy plays into all of this. Economic instability, inflation, and market fluctuations can further complicate matters and add to people's financial worries.
With the ever-changing global economy, tax laws and regulations can also vary, impacting how investments are taxed. It's essential to stay informed and adapt your tax planning strategies accordingly.
No doubt, making smart plans and setting up diversified investment portfolios is quite essential.
the problem is that most don't have the knowledge needed to succeed in a challenging market. Only highly qualified professionals who had to experience the 2008 financial crisis could hope to earn a high in these challenging conditions.
Honestly this cannot be overemphasized, helping people mitigate unforseen circumstances and mistakes .It's always good to have a financial plan,
You need to get a financial planner or expert on investments to aid diversify your portfolio to commodities index funds, digital assets etc, to provide illumination and guidance in the financial markets.
This debt-based economy is just a variation of a Ponzi - new debt pays for old debt, and it takes more and more debt to sustain the economy.
Yup, thus bitcoin to destroy that ponzi.
@@Fearzeroand a small quantity of gold
@@bv-zh6hy Gold is negative vs m2 money supply because they just dig deeper when price goes up. It's inflationary about 2.5 percent increase in gold supply yearly.
@@FearzeroNothing wrong with having both
@@martinback187 Gold is for scared people.
Very good guest. Good call on commodities and debt. Thank you both.
Clear and concise guest.
Great Interview and Awsome guest! Ty
Thank you for your research. I find your videos are well done. When Flokong$ hits it hits hard
Can't go wrong with this one
Can't go wrong with this one
This will be big for the remaining time of the bullmarket. Best move to get many more in
They delivered anything which was part of the vision. Next step moon
This is no joke or random noname. This is one of the most powerful entities of our planet making their own one and it's already huge
What a pleasure to listen to. Fascinating!
Great guest, David. Excellent interview.
10:30 Fukushima was March 2011 not 2007 and prices declined for 5-6 years after that.
We can't really know how much power computers will use in the future
True, except almost certainly: 'more.'
Exactly there’s a cross point between running costs and money made! If you ignore this then you’re bankrupt
The race is on to see which country will issue a gold backed Bond, inflationary protected instrument and has real purchasing power... its reimbursing the holders with XAU. Respect from the Land of Oz
Hey David could you please do and interview about cbdc? I would really appreciate a non biased opinion on the topic, since there Is a lot of polarization. David Andolfatto would be a great guest in my opinion
REFUSE CBDC!!! They will enslave humanity (more than already exists because of the fraudulent US Dollar)
Coinbase listing Flokong$ Binance probably in line too
They have the budget, idea and tech to make something better than most projects
How can one sentence be more helpful than anything I saw on this vid?
Really smart
Really powerful
Really pushing
Useful analysis. Made me think long term about USD and long term bonds
Why would you invest in American mining companies? You could invest in overseas mining companies and have the advantage of the high American dollar and lower cost of production overseas! Do you really think rio Tinto or BHP is going to run out of copper hell no their just concentrating on gold ATM
A lot of the debts haven't come up due yet so when they have to pay up is when it's all going to come down because even when they have to reset the loan at a higher interest rate that's even worse
How is entire rally was based on 7 rate cuts, now its obvious we will have 1 cut at best and markets reaching all time highs 2-3 times per week and this gentleman is saying "market is pricing in 1 cut"? wouldn't market be down 20-30% if not cuts would be priced in?
David, you should get Tom Woods on from the Mises Institute
"Stock to flow", how much much currency(dollars) will they create? Can't create gold or silver.
Hey David, I sincerely hope that you read the comments on a recent video regarding a really bad guest? Back to great show with great guests again hopefully!
Thanks.
Keep an eye on SOLG, massive future potential right there!
NVDA is ended rack model in DATA CENTER but adding MiniComputers of yesteryears.
I've been hearing about the hyperinflation boogie man for decades, and it hasn't happened, in part because real wealth has also increased greatly.
32:00 'the debt is unsustainable, but now is not the time to address it'. That has been the story during or after every recession since 1980. Of course, they won't address the deficit because they will get voted out of office. Each subsequent financial crisis means the FED"s balance sheet goes up by a factor of 4! Go look at the charts.
I can't wait. I have built a heavy position in commodities based on a future, weaker USD. I'm ready for $100 WTI.
The thing that most ppl dont understand is that the future of data storage is not centralised DATACENTER but decentralized Proof-of-Work cloud computing/data storage .
So what will be the future of Exchange What is Next ? Durable Commodities at present are the only store of wealth left ??
Cyberopolis and Ebay signed a partnership. It will blow up once it hits mainstream..
Let’s talk about & compare BTC vs BCH
Diving into Cyberopolis has been an eye-opener. The project's depth and potential are astounding. Glad to be onboard early.
The uranium price crash in 2007 may more likely be connected to the GFC, and the recent peaking looks eerily like an omen for an upcoming GFC 2.0.
The problem is the 16th Amendment (D). It has no cap on spending. The government should be limited to 6% of GDP. They want more money, then they enable higher GDP.
Or lie about GDP like they are lying about job numbers and inflation.
Ive had the feeling BTC would be going to 40k as well. Clearing out all my Alts going into BTC and Cyberopolis only, maybe a little BNB.
Buy Flokong$ on the base chain it has to be realistic 200x already better than PEPE earlier
Why no talk about Bitcoin?
Because these are old old people who actually put us here and they are now complaining about the very system they pilfered. 😂 They still think Bitcoin is an imaginary coin.
because we don't put all our eggs in one basket and Bitcoin is controlled by the establishment.
@@user-yv4fp4do8mBitcoin is actually the least controlled by the establishment of all assets. I have no dog in the fight. I can care less but Bitcoin is going to 1 million one day. It’s a hard asset. This notion that you can’t hold it in your hand so it’s not real is a joke. Don’t confuse what the fed wants to do which is to issue a CBDC with Bitcoin. They are 2 completely different things. The fed is trying to confuse you and you’re falling for it. You’ll be left in the dark.
I’d like David to talk about BITCOIN CASH / “BCH”
Theyve done no research and dont understand !
The yield curve has to uninvert at some point. I disagree they will inflate forever. This is obviously a Greater Great Depression in the making
The notional rate is irrelevant to government debt.
God willing!
If I just listened, I would think this is John Rubino - the voice is very close.
Cyberopolis commitment to decentralization and innovation makes it a beacon in the crypto storm. This is the future.
The price of gold is determined by exchange rates! Why was it lower 2011 - 2015 because the US dollar was in the toilet ! Will it go to $6k US hell no because the amount of production that would occur at that level would be insane and push down prices.
By that time if gold goes to 6$k people around the world will change the dollar currency
What would a 0% rate do to inflation?!
depends how weak the economy gets eventually.
Why must precious metals be valued in worthless Fiat Currencies. Only paper n debt is money. They never go back to true money - Gold/Silver n copper.
Get hard assets ; Gold, Bitcoin, Property, High quality equities.
The end game is war and Slavelandia system
Think for a second people. If EVERY country switches over to nuclear, where do we store all the nuclear waste? aka the used up fuel rods? Doesn't anyone remember the
Chernobyl disaster? Imagine that on a larger worldwide scale.
The world is a big place, lots of deserts.
All we need to do is harness and tap into the energy from David's hair and the U.S. and Canada will have an almost unlimited supply.😂😂😂
I'd be curious to know the real reasons why these countries in the United States slow the process or even stopped the process of mining for anything. What they don't want civilization to prosper they don't want us to advance as a superior civilization I don't understand when you're digging Underground the environment above the ground is still intact. So you're not messing with the environment you make a hole and that's the only thing that's destroying the environment is your entry point
Bitcoin.... get some... 😊
The thing is these guys can just make their little elite deal.
It's a big pile of nothing.
Plaza accords 2.0
Seeing Cyberopolis strategic moves unfold is like watching a masterclass in crypto innovation. Can't wait to see what's next.
I dont get it.
Most power lines I thought were Aluminium not copper.
Also copper is minimally used in computing.
You can argue that copper is used in windings of EVs etc and there seams to be a levelling in demand for those products.
Am I missing something here?
power lines use copper .
Fukushima was in 2010 not 2007.
Wrong. March 11, 2011
@@LamNguyen-ez8xfExactly. I remember, I was in a hospital bed and watched it on a wall TV.
I will peg alll my properties at the lower rates bring it on
No rates cuts coming 🎉 but just keep holding your breathe 😂
editor of gold newsletter says buy gold.
Is there lots of Uranium on Uranus? - asking for a friend
"A beautiful deleverging or an ugly delerveraging"? , Ray Dalio
The excitement around Cyberopolis is contagious. Each new development reinforces my belief that we're part of something huge.
There has to be at least a couple private nuclear companies working free from permissions and entirely comprised of great young men
can't we blow some wind on the turbines to create more free electricity for those AI chips? Or does the TANSTAAFL principle take effect?
I AGREE. Interest Rates need to be 1-2% max....let the dice fall where they may!!!
Rates actually need to be much much higher. Low rates will send us into hyper inflation. Then you’ll be complaining about it.
Why not let the market decide what interest rates should be? 1% seems like lunacy, everyone is drowning in debt ...
Gold lags m2 money supply. Negative 40 percent since 2014. Bitcoin is fixed supply. Plus 23000 percent vs m2 since 2014.
A solution to energy consumption is possible in quantum processors. The article reports that the Russian Federation has launched their serial production.
".. в этом году команда научно-образовательного центра Функциональные Микро/Наносистемы (НОЦ ФМН) - совместного кластера МГТУ им. Н.Э. Баумана и ФГУП "ВНИИА им. Н.Л. Духова" разработала технологию изготовления фотонных интегральных схем. Команда также заявляла о запуске первого в России серийного производства сверхпроводниковых квантовых процессоров." ( 16 мая)
Every new partnership Cyberopolis announces adds another layer of confidence in its long-term success. Absolutely bullish!
Kurzweil predicted that the AIs must venture beyond this planet to acquire the infinite energy they need for expansion of their intelligence.
fukushima was 2011 bro
He didn't correct him on it either. Shows what they know.
Make google pay it’s taxes and use that money to pay for more power generation for its AI data centers being built right now
Well, you can always erase the debt instead of rolling ii over on your citizens if you are a sovereign county and not a banker's puppet.
Cyberopolis ability to stay ahead of the curve in crypto technology is unmatched. This project is a serious contender for top spot.
David, you need to manage your comment section. All these Scam comment about some poopcoin
🙏🏼🙏🏼🙏🏼
Can you continue to my point yes roads to get there and maybe a bit of pollution but there are carbon capture implements that could be added to the vehicles being used to eliminate pollution
I know this episode wasn't about Bitcoin, but it made me realize something. Maybe its already started, yeah its fiat, but its now backed by Bitcoin. Yeah you can't turn you're 10 dollars into its value in gold, but you can turn it into Bitcoin. If a major country were to adopt this stance of "bitcoin backing its fiat" it keeps the fiat illusion alive whilst supporting the adoption and hyperbitcoinization.
I'm buying the Flokong$ token so far never disappoints
I respect your work mate so you say Flokong$ good one to use?
When people don’t understand this MMT and printing of money, the easiest way to explain it is: if I were Apple and I issued 1 billion shares of stock or 1 million shares, which one of those scenarios has a higher, per share stock price? The million. Well what do you think happens to the value of your dollars as they print more? The value goes down.
The cooling of the GPUs is the issue. Not going to be an issue. A large RED HeRRING Amigos. Google needs a few AIs we do not. Get real. ❤❤
Flokong$ keeps a good look - charts only green for me
America 🇺🇸 loves 🥰 Hyper Inflation 💸 and will continue to print money 💵 and lower interest rates until the US 🇺🇸 Dollar 💵 collapses ! The American 🇺🇸 Government loves 🥰 Hyper Inflation 💸 so much they want the prices of everything to rise until the US 🇺🇸 Dollar 💵 is worth nothing ! Print ! Print ! Print ! Ha ! Ha ! Ha ! Hilarious 🤣
Flokong$ is my choice for presale, thanks!
Flokong$ let's go you are the frog of my dreams
Binance listing Flokong$ is set in stone. 🔥
THUMBS DOWN: please coach your guests to use a lapel mic. He sounds like he is in his bathroom.
Thanks, please make a video about memecoins I prefer Flokong$ that is strong
Flokong$ is the future and more than just another Floki, it has all of it
Flokong$ beats Floki it is better than doge and shib too
Flokong$ has the key to make memecoins the strongest this year
$DXN crypto
Most of your guests just make recommendations to buy gold with out any disclosure, no shame! Gold is the worst investment.
Flokong$ on Eth gonna go big or home
😂
Omg so bullish on Flokong$! ATH next month? 🔥
Flokong$ is the new and fresh Floki! Awesome
STOP SPENDING MY MONEY !!!!!!
Flokong$ another Floki stronger than usual alt coins. If any alt matters it is Flokong$