@henryfudgeofficial: Treasury tried to push the 30-year yield down. It held for a day. Then the dollar fell, and gold and bitcoin went up. A risk premium doesn’t disappear when you refuse to pay it. It relocates. Who wins: the largest issuers of long-dated debt, whose spreads just got cheaper, and anyone holding assets outside the dollar. Who pays: everyone holding dollars, through the exchange rate and inflation expectations. Japan ran this for thirty years and started paying the price three weeks ago. #usdollar #ustreasuries #useconomy #economics #inflation
My god I love this channel. Thank you for the diligence and consideration when making these videos. What do you suggest is an outcome if there is more widespread adoption of open source companies (deepseak) into a heavily-subsidized market? I imagine some fear mongering of US ai companies and a ban of international llm’s to keep this bubble growing
2026-08-23 03:18:14
0
D0UBTF1RE :
US debt is a giant ponzi scheme at this point
2026-08-22 17:56:33
32
Donny :
Rentier Black Hole not mentioned😭
2026-08-22 18:10:27
97
thecanadianling 🇨🇦🇬🇧 :
This is the account where I understand 100% of all the individual words. But I understand 25% of the sentences.
2026-08-22 21:46:55
33
. :
We are squeezing every last second till the bubble bursts
2026-08-23 05:31:22
0
Em :
Thank god the bubble is getting government handouts. I was v worried
2026-08-22 16:45:07
117
Naram Brikha :
Can you try to do fewer cuts?
2026-08-23 04:12:27
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nothingtodo225 :
God forbid we have free market consequences when the government over spends for decades and rich people speculate too aggressively.
2026-08-22 19:11:47
8
Roger Rabbit :
I want the rates in Japan to go up
2026-08-23 05:55:47
0
tictactoe🎱 :
I dread the day the AI bubble bursts, its gonna make 2008 look like a happy times😳
2026-08-22 16:59:34
37
denise0o0o0 :
Ok I understood none of this, I watched it all the way through though. I would understand quantum machanics better 😂😂
2026-08-22 19:29:40
6
Blake Ashby :
Craazy.. i’m old enough to remember when the Republican Party considered deficit spending morally repugnant, stealing from our children and grandchildren. Miss those old days, for sure. We also used to know that there was always eventually a reckoning. Getting closer to that, unfortunately.
2026-08-22 17:34:27
5
Craig Peters :
Jeez what happened in 2007?
2026-08-22 18:40:15
17
Jack5746 :
This level of debt is on the scale of a world war or the construction of the first railroad. The problem is that in recent years it was all about software, which doesn’t require much capital now ai is sucking up way too much capital.
2026-08-22 18:23:03
5
banyan :
So basically we’re screwed…as usual
2026-08-22 16:52:55
19
BWR :
Now do the UK.
2026-08-22 23:19:42
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tv_walkman :
who is taking the bet that facebook will be around to make good on these bonds in 30 years?? T_T
2026-08-22 18:16:18
6
Andrew :
Wholly false construct of reality by the Trump people “cannot possibly be true” explain
2026-08-22 21:06:38
1
Lurzifer :
we had times with much higher rates. so what?
2026-08-22 19:07:17
0
Steveoutwest :
how do you see this all unfolding? unraveling?worse?
2026-08-22 23:36:28
0
Brian Wang :
American here. Am I cooked?
2026-08-22 22:15:11
0
Latte lath :
Do you truly think AI is a bubble tho , I just don’t think it’s the same as the dot com bubble
2026-08-22 20:34:55
0
Groudon :
what is the situation of the euro in this situation? is it also considered safer, or is it not really affected?
2026-08-22 17:18:37
0
Some random dude :
Don’t worry Trump says he’ll use the military to bring rates back down
2026-08-22 20:35:24
1
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