{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Bitcoin Frontier","title":"The dollar endgame with Peruvian Bull","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8cb585ae\"></iframe>","width":"100%","height":180,"duration":4224,"description":"Roberto Rios, known online as Peruvian Bull, is a macro researcher and writer. He’s best known for his Dollar Endgame series, where he explores global debt dynamics, reserve currency shifts, and the future of money. In this episode, Roberto joins The Bitcoin Frontier to share his insights on inflation mechanics, the breakdown of the yen carry trade, and how bitcoin fits into the global monetary reset. We dig into debt spirals, Triffin’s dilemma, and why liquidity is the ultimate driver of financial markets.\nSUPPORT THE PODCAST:\n→ Subscribe\n→ Leave a review\n→ Share the show with your friends and family\n→ Send us an email: podcast@unchained.com\n→ Learn more about Unchained: https://unchained.com/?utm_source=you...\n→ Book a free call with a bitcoin expert: https://unchained.com/consultation?ut...\nTIMESTAMPS:\n0:00 – How QE, deficits, and government spending really drive inflation\n4:00 – Roberto’s background, macro research journey, and Dollar Endgame series\n7:30 – Separating truth from propaganda in economics education\n12:00 – QE in 2010 vs. 2020: why one caused inflation and the other didn’t\n16:00 – The 2022 rate hike cycle, liquidity drains, and banking crises\n20:30 – Reverse repo, TGA, and creative liquidity injections\n25:00 – Why global liquidity is the best barometer for bitcoin’s price\n31:00 – Triffin’s dilemma and the birth of the dollar system\n37:00 – Foreigners owning US assets and the long-term risk to Americans\n43:00 – The simulacrum of markets: why asset prices detach from reality\n46:00 – The US debt spiral and foreign demand for Treasuries\n52:00 – Long-term debt risks, short-term bills, and emerging market dynamics\n57:00 – Breakdown of the yen carry trade and why it matters globally\n1:03:00 – Japan as a testing ground for future Federal Reserve policies\n1:06:00 – How bitcoin solves Triffin’s dilemma and fits into the new order\n1:09:00 – Where to follow Roberto and his Dollar Endgame research\nWHERE TO FOLLOW US:\n→ Unchained X: https://x.com/unchained  \n→...","thumbnail_url":"https://img.transistorcdn.com/WoeHujZLSYOjeE_EY1iBuQ0tTK0I8K63kAncvwN8qto/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83NTI2/Y2ZjZjFjN2NlZjI3/ZmQyZjc5ODQyMTc5/OTYxMi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}