Bond Market Cracks
from THE VON GREYERZ PERSPECTIVE - vongreyerz.substack.com Hosted by Matthew Piepenburg
Bond Market Cracks - Why the global debt machine is breaking In this podcast, Matthew Piepenburg lays out the escalating crisis in long-duration debt, focusing on the U.S. Treasury market and its implications for global finance. Matthew explains why rolling over trillions in debt at higher interest rates is creating a structural trap, how foreign buyers are exiting the U.S. debt market, and why central banks are turning to gold. The message is clear: the old system of debt-funded growth is cracking—and faith is shifting fast. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit substack.vongreyerz.gold
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