Next crisis bailout will be larger
The guest argued the next Treasury market crisis will require an even larger Fed bailout than previous episodes to restore market function and prevent a U.S. default.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The story so far
CONTESTED · 321 MENTIONS · 185 EPISODES · 40 SHOWS
3 JUL 2025 — 26 AUG 2026 · YESTERDAY
172 SUPPORT · 23 CHALLENGE · 2 REPEAT · 124 MENTIONED
- THE ACQUIRERS PODCAST
49 EPISODES BETWEEN · 117 MENTIONS · 125 NOT KEPT
- 125 EPISODES NOT SHOWN
- WEALTHION - BE FINANCIALLY RESILIENT
- THE DIVIDEND CAFE
- TOP TRADERS UNPLUGGED · 4 MENTIONS
- FORWARD GUIDANCE
- EURODOLLAR UNIVERSITY
- THE POMP PODCAST
- PROF G MARKETS · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- MACROVOICES · 2 MENTIONS
- GOLDMAN SACHS EXCHANGES: THE MARKETS · 3 MENTIONS
- ODD LOTS
- THE BEST EVER CRE SHOW · 3 MENTIONS
- THE MEB FABER SHOW · 3 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- EXCESS RETURNS · 5 MENTIONS
- THE JULIA LA ROCHE SHOW
- THOUGHTFUL MONEY
- BLOOMBERG SURVEILLANCE
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE · 4 MENTIONS
- WHAT BITCOIN DID
- THE DIVIDEND CAFE
- WEALTHION - BE FINANCIALLY RESILIENT
- MARKETPLACE
- THE COMPOUND AND FRIENDS
- TOP TRADERS UNPLUGGED · 2 MENTIONS
- WSJ WHAT'S NEWS
- MARKETPLACE
- COMMODITY CULTURE · 5 MENTIONS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- EXCESS RETURNS · 5 MENTIONS
- THE DERIVATIVE
- MONETARY MATTERS WITH JACK FARLEY · 11 MENTIONS
- Industrial metals on reshoring, grid build-out
- Dollar reserve status must end for reshoring
- AI CapEx and deficits driving long-end yields higher
- Treasury buybacks as soft yield curve control
- Fed's Warsh constrained by math, not a hawk
- AI CapEx boom will end in a bust
- Gold as the primary hedge against treasury market stress
- Treasury yields are capped by fiscal necessity
- Gold to outperform equities over the medium term
- Own industrials, short bonds in gold terms
- War bullish for stocks in dollars, gold in real terms
- MACROVOICES · 5 MENTIONS
- THE ALPHA EXCHANGE · 3 MENTIONS
- WSJ WHAT'S NEWS
- THE COMPOUND AND FRIENDS · 2 MENTIONS
- PALISADES GOLD RADIO · 6 MENTIONS
- COMMODITY CULTURE
- BLOOMBERG SURVEILLANCE · 6 MENTIONS
- BLOOMBERG SURVEILLANCE · 3 MENTIONS
- MARKETPLACE
- UNCHAINED · 2 MENTIONS
- THOUGHTFUL MONEY · 6 MENTIONS
- THE TWENTY MINUTE VC
- THE JULIA LA ROCHE SHOW · 5 MENTIONS
- Fed can't fight war-driven inflation
- 5% on the 10-year strains Treasury math
- Next crisis bailout will be larger · THIS IDEA
- Yen weakness likely to continue
- Deficit-driven U.S. economy rolls on
3 EPISODES BETWEEN · 7 MENTIONS
- PALISADES GOLD RADIO
- EXCESS RETURNS · 4 MENTIONS
- THOUGHTFUL MONEY · 2 MENTIONS
- THOUGHTFUL MONEY · 4 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE COMPOUND AND FRIENDS
- THE POMP PODCAST
- AFFORD ANYTHING
- PALISADES GOLD RADIO
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD