Hartnett: We’re Gonna Need a Bigger Bubble (if Tariffs fail)

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com“If Trump cannot do things the right way, then the temptation to do things the easy way to fight another day and the rationalizations that come along with it will begin. And that means bubbles. Weaker US dollar faster. Trade deals cut with sugar highs for us. Not meaningful long-term benefits. Mortgage the future for present in the election cycle mentality.”“We’re Gonna Need a Bigger Bubble”Topics: 0:00- Intro 3:56- Scores on the doors 9:00- Price is Right 12:35- Biggest Picture 19:58- Foreign Flows to Know- The UST problem The Problem With US Treasuries: 21:15- UST Counterparty Risk- or why gold is king 24:35- How to Get UST buyers back 27:50- BRICS on Strike: The Post Covid World and How Everything Changed 34:30- Nothing is Safer than Gold, USTs cannot compete. Title Section: 37:36- Hartnett's BiG updated 42:22- Risks to BiG View 51:13- We’re Gonna Need Bigger Bubbles if MAGA fails 56:10- How They Can Beat Trump