Thoughtful Money with Adam Taggart
Luke Gromen + Darius Dale: Why 'Money Printer Go Brrrrr' Is Our Inescapable Fate
With the US and nearly every other major G7 country engaging in historically high levels of deficit spending and increasingly struggling to service their massive sovereign debt balances -- how does this all resolve?Is there a path to a manageable ending here?Or does is debt crisis, or a currency crisis -- or both -- inevitable at this point?In attempt to answer these fiscally existential questions, we're fortunate to be joined by two great macro minds: Luke Gromen of FFTT LLC and Darius Dale of 42Macro.It's a true privilege to host both of these gentlemen on this platform at the same time.
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0:00 - America’s Fiscal Situation
5:56 - Fiscal Unsustainability Details
10:26 - Short-Term vs. Long-Term Outlook
18:26 - Fed Policy and US Treasury Dynamics
29:32 - Powell Replacement Implications
34:56 - Investment Themes in Growth and Print Phases
48:01 - Societal Impacts of Wealth Inequality
1:15:14 - Life Advice for The 4th Turning
1:17:36 - Societal and Economic Outlook
1:21:51 - Closing and Resources_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
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