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#707 The Yen Carry Trade Unwind Could Crash U.S. Markets with Infranomics

#707 The Yen Carry Trade Unwind Could Crash U.S. Markets with Infranomics

TFTC: A Bitcoin Podcast · Marty Bent

January 24, 20261h 19m

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Show Notes

<p>Marty sits down with Robert of Infranomics to discuss the fragility of the global bond market, Japan's yield curve crisis and its ripple effects on U.S. treasuries, the end of globalization, rising political polarization, and why Bitcoin and gold are the only assets worth holding in a fiscally dominant world.</p> <p>Robert on Twitter: <a href="https://x.com/infraa_">https://x.com/infraa_</a></p> <p>STACK SATS hat: <a href="https://tftcmerch.io/">https://tftcmerch.io/</a></p> <p>Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a></p> <p>TFTC Elite (Ad-free & Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a></p> <p>Discord: <a href="https://discord.gg/VJ2dABShBz">https://discord.gg/VJ2dABShBz</a></p> <p>Opportunity Cost Extension: <a href="https://www.opportunitycost.app/">https://www.opportunitycost.app/</a></p> <p>Shoutout to our sponsors:</p> <p>Bitkey</p> <p><a href="https://bit.ly/4pOv2L4">https://bit.ly/4pOv2L4</a></p> <p>Unchained</p> <p><a href="https://unchained.com/tftc/">https://unchained.com/tftc/</a></p> <p>SLNT</p> <p><a href="https://slnt.com/tftc">https://slnt.com/tftc</a></p> <p>CrowdHealth</p> <p><a href="https://joincrowdhealth.com.tftc">https://joincrowdhealth.com.tftc</a></p> <p>Salt of the Earth:</p> <p><a href="https://drinksote.com/tftc">https://drinksote.com/tftc</a></p> <p>Join the TFTC Movement:</p> <p>Main YT Channel</p> <p><a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a></p> <p>Clips YT Channel</p> <p><a href="https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ">https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ</a></p> <p>Website</p> <p><a href="https://tftc.io/">https://tftc.io/</a></p> <p>Newsletter</p> <p><a href="http://tftc.io/bitcoin-brief/">tftc.io/bitcoin-brief/</a></p> <p>Twitter</p> <p><a href="https://twitter.com/tftc21">https://twitter.com/tftc21</a></p> <p>Instagram</p> <p><a href="https://www.instagram.com/tftc.io/">https://www.instagram.com/tftc.io/</a></p> <p>Nostr</p> <p><a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>Follow Marty Bent:</p> <p>Twitter</p> <p><a href="https://twitter.com/martybent">https://twitter.com/martybent</a></p> <p>Nostr</p> <p><a href="https://primal.net/martybent">https://primal.net/martybent</a></p> <p>Newsletter</p> <p><a href="https://tftc.io/martys-bent/">https://tftc.io/martys-bent/</a></p> <p>Podcast</p> <p><a href="https://www.tftc.io/tag/podcasts/">https://www.tftc.io/tag/podcasts/</a></p>