PLAY PODCASTS
Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes

Mel Mattison: Asset Bubble Crescendo Until 2027 Collapse When U.S. Treasury Market Implodes

Forward Guidance

May 20, 20241h 35m

Audio is streamed directly from the publisher (traffic.megaphone.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

__

Follow Mel Mattison on Twitter https://x.com/MelMattison1

Mel Mattison’s book https://www.melmattison.com/quoz

Follow VanEck on Twitter https://twitter.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(00:37) Mel’s Background

(04:13) The More Debt Is Created, The More Investors Want It (Story of Past 50 Years)

(06:59) Mel On Gold And Stock Market

(11:31) Inflating The Debt Away: The 1940s Playbook

(14:30) The Pre-Bretton Woods “Sterling Standard”

(17:36) Offshore Dollars (“Eurodollars”)

(24:23) The Debt Spiral: Comparison to 1920s

(27:56) VanEck Ad

(28:38) Why Now?

(37:01) Great Depression

(43:24) Social Security = Ticking Time Bomb, Mel Argues

(48:30) Isn’t There A Self-Regulating Cycle Where Rising Bond Yields Slow Down The Economy (Which In Turn Creates Demand For Duration & Cash)?

(59:14) Timing: 2027

(01:04:52) Social Security Funding

(01:17:01) Gold and Inflation

(01:28:22) Mel’s Book, QUOZ

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.