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The sovereign bond system is cracking. How long did they think they could use the Phillips curve to justify killing growth? Tom Luongo says Warsh at the Fed changes that. Gold moved first.

The Mel K Show

79,081 subscribers

23,098 views • 9 days ago •via X (Twitter)

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5 Comments

david callaghan9 days ago

@TFL1728 MEL when you fae ancient scum land like me you dig oot all the answers and take your inheritable property back (eternal time )you understand !

trading fool9 days ago

tom, I discovered u 4 or 5 months ago and have watched as many of your videos with different hosts as I can... it's taken a bit of time for me to understand your thesis cause of the complexities. but this video is the best so far that lays it out in straightforward way that even I can understand. a lot has happened in the last three weeks since this interview with Mel K. it would be great to do a follow up video to put recent events in context of this awesome video that lays out the complexity in such an easy to understand way as this video right here.

Blue Apple9 days ago

@TFL1728 Maybe Warsh raised to give the Eurodollar crowd a bone for some strategic reason. Let them live a little longer?

soph e,9 days ago

@TFL1728 Phillips curve tradeoff was always fragile. If bond markets are cracking, maybe it's because rate hikes finally broke inflation psychology, not growth. What data suggests Warsh alone flips the script?

Romeo_is_real9 days ago

@TFL1728 Both of you; Love your content, truely excellent

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