Video Description
Full Episode:
https://www.youtube.com/watch?v=xoAuuJyBg6E
The global bond market is under growing pressure, and the warning signs are becoming harder to ignore. Lyn Alden and Luke Gromen break down why long-term yields are rising, why foreign buyers aren’t absorbing enough U.S. Treasuries, how private credit is constraining pensions and insurers, and why Japan could become a major source of stress if capital starts flowing back home. They also explain why the Fed and Treasury may be running out of room — and why fiscal dominance could eventually force much more aggressive intervention in the bond market.
As these pressures build, the conversation turns to what happens if the system reaches a non-linear breaking point, why scarce assets matter, and how Bitcoin could react if...
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