#748: The Bond Market Says Tick Tock with Luke Gromen
By Marty Bent
Aired May 20, 2026 · 1h 19m · Last boosted May 21, 2026
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Show Notes
Marty sits down with Luke Gromen to discuss the unsolvable U.S. sovereign debt trap, why the Fed will be forced to print money to cap yields into a new inflation spike, and how AI-driven labor disruption and the Iran-Hormuz supply shock are accelerating the end of the dollar-centric world order. Luke on X: https://x.com/LukeGromen FFTT: https://fftt-llc.com/ STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https...
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Somehow I think this recording got mixed up with the interview a few days ago with Roberto Rios… It just started playing as the next podcast and I didn’t look at it for a couple minutes once I realized I had already heard it before. Maybe it’s just my phone though?
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Idk Gromen comes off as an arrogant prick broken clock who timed the local top in 2025. Notice he’s quiet on the quantum threat all of the sudden because he was talking his book (short bitcoin). On AI, I think it’s equally likely intelligence boom and race to the bottom in training and inference cost will drive more demand (Jevons paradox). On the fear mongering on Deepseek class models - US companies can copy paste…
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Marty, please get Lyn on to discuss these talking points. Or Doomberg