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#657: China's Gold War with Mel Mattison
Manage episode 504823467 series 2398553
Marty sits down with Mel Mattison to discuss his bullish predictions for 2025, the merging of Treasury and Fed policy, China's gold accumulation strategy, and why he believes we're heading toward lower interest rates, higher asset prices, and a potential economic boom despite various geopolitical tensions.
Mel on Twitter: https://x.com/MelMattison1
Mel’s website: https://www.melmattison.com/
0:00 - Intro
0:48 - Summer’s over
4:11 - Fed independence myth
9:58 - December bond futures
15:53 - Rate cuts and job market weakness
22:44 - Bitkey & Unchained
24:04 - Market gains but people suffering
29:52 - China's gold accumulation strategy
36:40 - Obscura & SLNT
38:32 - The west doesn’t understand China
45:35 - Opportunituy Cost
46:20 - China's long term perspective
51:07 - Make the west great again
55:52 - Trump/Fed conflict
1:00:20 - Bessent’s national security role
1:16:11 - Housing emergency and MAGA intervention
1:26:20 - Electricity prices
1:32:22 - Bitcoin volatility suppression
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://discord.gg/VJ2dABShBz
Opportunity Cost Extension: https://www.opportunitycost.app/
Shoutout to our sponsors:
Bitkey
Unchained
Obscura
SLNT
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
https://www.instagram.com/tftc.io/
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Follow Marty Bent:
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Podcast
933 episodes
Manage episode 504823467 series 2398553
Marty sits down with Mel Mattison to discuss his bullish predictions for 2025, the merging of Treasury and Fed policy, China's gold accumulation strategy, and why he believes we're heading toward lower interest rates, higher asset prices, and a potential economic boom despite various geopolitical tensions.
Mel on Twitter: https://x.com/MelMattison1
Mel’s website: https://www.melmattison.com/
0:00 - Intro
0:48 - Summer’s over
4:11 - Fed independence myth
9:58 - December bond futures
15:53 - Rate cuts and job market weakness
22:44 - Bitkey & Unchained
24:04 - Market gains but people suffering
29:52 - China's gold accumulation strategy
36:40 - Obscura & SLNT
38:32 - The west doesn’t understand China
45:35 - Opportunituy Cost
46:20 - China's long term perspective
51:07 - Make the west great again
55:52 - Trump/Fed conflict
1:00:20 - Bessent’s national security role
1:16:11 - Housing emergency and MAGA intervention
1:26:20 - Electricity prices
1:32:22 - Bitcoin volatility suppression
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://discord.gg/VJ2dABShBz
Opportunity Cost Extension: https://www.opportunitycost.app/
Shoutout to our sponsors:
Bitkey
Unchained
Obscura
SLNT
Join the TFTC Movement:
Main YT Channel
https://www.youtube.com/c/TFTC21/videos
Clips YT Channel
https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ
Website
Newsletter
https://www.instagram.com/tftc.io/
Nostr
Follow Marty Bent:
Nostr
Newsletter
Podcast
933 episodes
All episodes
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