Скачать или смотреть Ponzi Finance, AI Hype, and America's Ticking Debt Bomb - George Cooper Explains | Talking Markets

In this episode of Talking Markets, Dr. George Cooper, CIO of Equitile Investments, delivers a riveting breakdown of today's most pressing macroeconomic challenges. From stealth bombers on Twitter and tariff wars to AI hype cycles, the crumbling pension system, and demographic decline—no topic is off limits. With decades of experience in finance, Cooper offers rare clarity on what’s next for global markets. This is a must-watch for serious investors and curious minds alike.

00:00 - Introduction and Guest Welcome
01:30 - The Most Publicized "Stealth" Attack Ever
02:50 - Geopolitical Risks: Strait of Hormuz and Oil Shock Scenarios
04:20 - OPEC’s Preemptive Moves and Market Reactions
06:30 - Market Uncertainty and Investor Psychology
08:10 - Trump’s Tariff Policies: Tax, Trade, and Investor Fallout
10:40 - US Debt Crisis: Entering the Ponzi Stage of Finance
12:30 - The Fed vs Trump: Rate Cuts, Politics, and Economic Slowdown
14:20 - Weakening Dollar: Global Investment Shifts
16:30 - Manufacturing, Regulation, and Tariff Impacts
18:00 - Global Demographic Crisis: Fertility, Aging, and Pensions
20:20 - The Real Reason Fertility Rates Are Falling
22:10 - Student Debt and the Hidden Fertility Tax
24:00 - Japan and Italy: Real-Time Examples of Demographic Collapse
26:00 - The Demographic Squeeze on Housing Markets
28:30 - Why Bonds Are a Bad Deal for Pension Funds
30:10 - Inflation, Financial Repression, and Government Debt Strategy
32:00 - Equity Markets as an Inflation Hedge
33:30 - Sectors to Watch: Banks and Gold Miners
35:20 - Final Thoughts and Global Outlook

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