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.
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
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