What Japan Just Did That Nobody Understands Yet | Infranomics
Show Notes
Robert of Infranomics returns to break down Japan's yield curve crisis and why a six-sigma move in Japanese bonds sent shockwaves through U.S. markets. The conversation covers the yen carry trade unwind, what happens when foreign creditors stop buying American debt, and why the U.S. trade deficit just hit its lowest level since 2009. Robert explains the end of globalization, Triffin's Dilemma, and why both political parties may soon embrace economic nationalism. With productivity gains flowing to the top 1% and the middle class hollowed out, the case for hard money grows stronger. Robert makes the bull case for gold, silver, and Bitcoin in a world of fiscal dominance, political polarization, and potential domestic instability. STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Robert on Twitter: [https://x.com/infraa_](https://x.com/infraa_) Bitkey https://bit.ly/4apTDkq Unchained https://unchained.com/tftc/ SLNT https://slnt.com/tftc CrowdHealth https://joincrowdhealth.com/tftc 0:00 - Intro 0:33 - Japanese yield curve 6:41 - Greenland 11:15 - Mortgage buybacks 16:32 - CrowdHealth & Bitkey 18:23 - US positioning for yield storm 28:06 - Davos 35:25 - Unchained & SLNT 36:58 - Gov spending & fraud 43:37- US productivity 47:29 - Letting people save wealth 51:55 - Bitcoin/gold 1:04:02 - Zoomer bitcoiners & social conflict Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/
