4.8 • 764 Ratings
🗓️ 7 March 2025
⏱️ 76 minutes
🧾️ Download transcript
Marty sits down with Gary Brode to discuss the economic strategies being employed by the Trump administration.
Gary on Twitter: https://x.com/Gary_Brode
Deep Knowledge Investing: https://deepknowledgeinvesting.com/
0:00 - Intro
0:36 - The problem with bonds
7:08 - Tariffs and short term pain
10:16 - Art of the Deal
19:50 - Fold & Bitkey
21:33 - Europe is anti-freedom
25:51 - Cutting spending
37:54 - Unchained Announcement
38:25 - KPIs for a better direction
43:03 - Populism
50:32 - How will bitcoin react?
58:36 - Bitcoin credit
1:06:29 - Understand today or be surprised tomorrow
Shoutout to our sponsors:
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Unchained
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0:00.0 | You've had a dynamic where money has become freer than free. |
0:10.0 | If you talk about a Fed just gone nuts, all the central banks going nuts. |
0:16.0 | So it's all acting like safe haven. |
0:18.0 | I believe that in a world where central bankers are tripping over themselves to devalue their |
0:23.5 | currency, Bitcoin wins. |
0:25.3 | In the world of fiat currencies, Bitcoin is the victor. |
0:29.2 | I mean, that's part of the bold case for Bitcoin. |
0:31.8 | If you're not paying attention, you probably should be. |
0:36.4 | Gary Brod, it's great to have you on TFTC finally. |
0:39.8 | We've done a couple episodes in years past on the last trade podcast, but this is your first |
0:44.5 | time on TFTC. |
0:46.1 | Welcome to TFTC. |
0:47.3 | Thanks, Marty. |
0:48.3 | I appreciate you having me. |
0:50.3 | Like I said, I'm very happy that you're on the show today considering everything that is going on in markets, bond yields blowing out in Europe and Japan. |
0:58.4 | Equity's markets falling here in the United States. |
1:00.9 | And like I said, I only had a minute to check. |
1:02.8 | I imagine they're down everywhere. |
1:05.3 | And you just wrote a piece last night talking about this expression that's become more popular over the last couple months, |
1:11.8 | which is they're going to crash the stock market to save the bond market. And that has been a |
1:18.5 | growing narrative. And it seems like it's at least today, the last two days, it has been playing out |
1:24.3 | that way. Yeah, that's definitely happening. |
... |
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