Episode Details
| Title | Is a US fiscal crisis ahead? |
|---|---|
| Date | 6/18/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $INFLATION - Inflation is expected to rise in conjunction with economic shocks, potentially hurting growth while increasing prices.
- “When it hits here, it can unfold in the form of inflation. It will happen in conjunction with a shock. I don't know where it'll come from, but there are certainly many kinds of shocks that would both hurt growth and raise inflation.” - Ken (6:10)
- 🟢 $AI - 🔒
- 🟢 $DEFTECH - 🔒
Bearish:
- 🔻 $USTREASURIES - 🔒
- 🔻 $USD - 🔒