The global economy is sitting on a $40 trillion time bomb, but the next financial crisis won't look like 2008. In this episode of The Timeless Investor, Arie van Gemeren breaks down the Big Theory of Debt, synthesizing 4,500 years of economic history—from Bronze Age Mesopotamia to ancient Athens and the Roman Empire—to reveal the inevitable future of your portfolio.
Discover why debt always compounds faster than real economic output, why a modern "Debt Jubilee" is morally impossible, and why the government will choose door number three: undeclared inflation. We map the insights of David Graeber, Hyman Minsky, Michael Hudson, and Ray Dalio to show exactly how private household debt was quietly swapped onto the sovereign balance sheet, and why the next major reset will target bondholders, savers, and cash holders. Learn how the insiders are positioning their capital right now and how to protect your portfolio before the announcement drops.
Follow us on The Timeless Investor on Substack HERE.
Podden och tillhörande omslagsbild på den här sidan tillhör
Arie van Gemeren. Innehållet i podden är skapat av Arie van Gemeren och inte av,
eller tillsammans med, Poddtoppen.