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About this episode
Could Europe be the first to break in a sovereign debt crisis? Jack Mallers explores his theory that America’s push to rebuild its industrial base could come at Europe’s expense, connecting France’s debt, Japan’s capital flows, and the case for Bitcoin.
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Timestamps:
0:00 — Europe Is Screwed
3:00 — Fiscal Dominance and the Debt Spiral
18:41 — Bond Volatility and the MOVE Index
24:01 — Bessant’s Strategy and a New Monetary Order
36:03 — Europe as the US–China Battleground
39:52 — Japan, the Yen, and Capital Coming Home
52:42 — Why France Could Be the Weakest Link
57:37 — Germany and the Euro System
1:02:07 — Bailouts, a Weaker Dollar, and Bitcoin
1:06:51 — Strike: Cash Interest in Bitcoin and Stacks
Get every episode summarized
Each time The Jack Mallers Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
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