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TFTC: A Bitcoin Podcast

#594: They’ll Crash Stocks To Save Bonds with Gary Brode

TFTC: A Bitcoin Podcast

Marty Bent

Technology

4.8764 Ratings

🗓️ 7 March 2025

⏱️ 76 minutes

🧾️ Download transcript

Summary

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



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Transcript

Click on a timestamp to play from that location

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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