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Why a Soft Landing Is Now Almost Impossible & the Most Undervalued Nat Resource - Porter Stansberry
Porter Stansberry breaks down why the Fed's soft landing hopes are mathematically impossible given the $10 trillion Treasury refinancing needed in 2025. He explains how extreme stock market concentration, Bank of America's hidden losses, and dollar overvaluation create perfect storm conditions. Porter warns of a potential "Greece moment" for U.S. markets while identifying natural gas as the world's most undervalued resource. The conversation covers Bitcoin's role as a hedge, gold market manipulation, and why coal power may be crucial for the AI revolution's massive energy demands.
Porter on X: https://x.com/porterstansb
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0:00 - Intro
0:55 - Trump's tariffs
4:19 - High taxes won't fix the debt crisis
9:14 - America's trade deficit
13:04 - Fold & Bitkey
14:59 - Rate cuts
18:56 - Liquidity crisis may throw in a wrench
23:42 - Breton Woods 2.0
26:42 - Social security is doomed
33:12 - Unchained
34:13 - Microstrategy's regulatory arbitrage
39:32 - Uncovering fraud
50:56 - Peak grift and Biden laptop
54:31 - Nat gas and coal prediction
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