ICYMI: The Financial Repression Endgame! We Discuss: 🔶 Stephen Miran’s Fed board nomination 🔶 The meltdown in CRE & public pensions 🔶 How to trade different tariff scenarios 🔶 The impact of the TGA rebuild 🔶 The economy’s slow-moving trainwreck @Tyler_Neville_ @qthomp @fejau_inc Timestamps: 00:00 Introduction 02:03 Market Whipsaw 03:10 Miran Fed Nomination 06:07 Where Are We Right Now? 10:19 CRE & Chicago Meltdown 16:50 VanEck Ad 17:35 Pension Crisis 22:17 Dependence on the Rich 26:29 Gaming Out Tariff Scenarios 32:59 VanEck Ad 33:43 Gaming Out Tariff Scenarios 36:52 Gold Demand & Bitcoin Reserve 40:28 TGA Rebuild 48:19 Negative Real Rates Incoming 50:14 Vanguard Bond Allocation 53:52 Our Slow-Moving Trainwreck 56:04 Final Thoughts Links Below ↓

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