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Luke Gromen discusses the "Mother of All Crises" facing the US, where the country must choose between losing the AI race to China or destroying the Treasury market, with grid constraints, real capital costs, and potential financial repression playing critical roles in this economic dilemma.
Natalie Brunell discusses her book "Bitcoin is for Everyone," exploring how Bitcoin offers hope and solutions to systemic financial problems, drawing from her immigrant background and experiences during the 2008 financial crisis.
Luke Gromen and Preston Pysh discuss the growing financial stress in the US system, highlighting liquidity challenges, Treasury funding risks, geopolitical shifts, and the potential for a significant economic disruption in the first half of 2025.