In this episode, Nik brings us a global macro update focused on the US government's grand manipulation of the dollar. Nik argues that although the dollar index oscillates, the major theme of introducing dollar liquidity/supply to suppress its value continues to drive asset prices, including Treasuries, stocks, gold, and of course, bitcoin. Join us for an in-depth discussion of the US fiscal picture, tax receipts, interest expense, debt-to-GDP, asset returns, and a global monetary reset.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
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