🚀 ICYMI: All Roads Lead To Debasement We Discuss: 🔶 NFP & unemployment surprise 🔶 Impact of anti-immigration policy 🔶 What the BBB means for the deficit 🔶 Both political parties are terrible 🔶 EM-ification of the US & more! Timestamps: 00:00 Cold Open 04:00 Bullish NFP? 08:25 Ads (Aptos) 11:12 Anti-Immigration Impact 17:32 Wage Growth, Yields & Controlled Demolition 21:22 BBB Passed, Now What? 26:40 Ads (Aptos) 27:32 Both Sides Are Terrible 34:32 High-Yield Credit 37:17 Get Out on the Risk Spectrum 39:52 Active Treasury Issuance Greater Than QE 41:37 The Problem is Getting Worse 44:12 All Roads Lead to Debasement 46:58 Crushing Global Labor 48:52 DXY & the End of Central Banking 51:47 EM-ification of the US 54:12 MSTR & BTC Volatility 58:44 Seasonality, Leverage & Momentum 01:01:32 Symptoms of a Failed System 01:08:50 Buying vs Renting 01:13:28 Final Thoughts @Tyler_Neville_ @qthomp @fejau_inc Links Below ↓