Governments aren't going to pay this debt down in real terms. More likely, they pay it back in weaker money. Luke Gromen argues we're already deep into a sovereign debt cycle - and that AI could speed up the moment it really starts to crack. In this interview we discuss how the system works: leverage, entitlements, interest costs, bond markets - and what happens when deflation hits an economy that depends on inflation to stay upright. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - TIMESTAMPS: 00:00:00 – Debt Reality 00:01:57 – Math vs Politics 00:06:26 – Already In It 00:08:51 – Japan Warning 00:14:38 – Acute Phase Risk 00:15:32 – What To Do 00:21:33 – End Of The Cycle 00:34:13 – AI Disruption 00:40:20 – 2007 Parallel 00:49:07 – UBI & Politics 00:58:02 – Sovereign Insolvency 01:08:26 – Meaning & Collapse - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - CONTACT PETE › Website – <a href= "http://petermccormack.com">http://petermccormack.com</a> › Feedback – <a href= "https://www.petermccormack.com/contact">https://www.petermccormack.com/contact</a> › Email – <a href= "mailto:me@petermccormack.com">me@petermccormack.com</a> › Instagram – /mccormack555 › X/Twitter – <a href= "https://x.com/petermccormack/">https://x.com/petermccormack/</a> CONNECT WITH LUKE GROMEN › X/Twitter – <a href= "https://x.com/LukeGromen">https://x.com/LukeGromen</a> › Website – <a href= "http://fftt-llc.com/">http://fftt-llc.com/</a> SPONSORS › IREN - <a href= "https://www.iren.com/">https://www.iren.com/</a> › Ledger - <a href= "https://www.ledger.com/">https://www.ledger.com/</a> - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - LISTEN / SUBSCRIBE › Apple Podcasts: <a href= "https://apple.co/40ruY9K">https://apple.co/40ruY9K</a> › Spotify: <a href= "https://spoti.fi/3Wc94Vu">https://spoti.fi/3Wc94Vu</a> › Fountain: <a href= "https://bit.ly/FountainPM">https://bit.ly/FountainPM</a> › YouTube: <a href= "https://bit.ly/YouTube_PM">https://bit.ly/YouTube_PM</a> › Rumble: <a href= "https://bit.ly/RumblePM">https://bit.ly/RumblePM</a> FILMED BY CURTIS TAYLOR › <a href= "https://www.curttaylor.co.uk/">https://www.curttaylor.co.uk/</a> › <a href= "https://x.com/curttayloruk/">https://x.com/curttayloruk/</a> EDITED BY CONOR MCCORMACK › <a href="https://x.com/ConorM04">https://x.com/ConorM04</a> - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

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#153 - Luke Gromen - The Collision of AI and Debt: Navigating a New Economic Cycle

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