Rate Cuts, Rising Debt, and the Third Fed Mandate

Fed cut 25 bps; panel debates politics creeping into policy and what it means for risk assets Trump nominee Stephen Miran and the floated “third mandate” to “moderate long-term rates” seen as soft yield-curve control CPI data quality questioned: imputation/estimates are rising while lived costs outpace headline CPI Housing at peak unaffordability; searches for mortgage help, rent trouble, and credit-card stress are surging Labor mixed: manufacturing jobs slipping; job openings back near 2019 while S&P hovers near ATHs Moody’s recession risk ~48%—yet hosts note policymakers rarely tolerate prolonged market drawdowns Panel takeaway: despite macro cracks, being long scarce/risk assets (Bitcoin, equities, real estate, gold) generally wins vs. timing downturns Boomers’ home-equity windfall vs. younger generations sparks debate on “corrective” policies/UBI and the role of Bitcoin in restoring fairness Bitcoin treasury companies: PIPE unlock overhangs (e.g., Sequans, Nakamoto) create churn, but industry likely broadens beyond MSTR Cory Klippsten’s “tranching” frame: packaging Bitcoin exposure into debt/equity slices is pulling new capital into BTC and will scale ► For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide     ✔ https://www.swanbitcoin.com/private?utm_campaign=private&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live   ► Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes     ✔ https://www.swanbitcoin.com/ira?utm_campaign=ira&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live   ► Secure your Bitcoin with Swan Vault     ✔ https://www.swanbitcoin.com/vault?utm_campaign=vault&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live   ► Download the all-new Swan Bitcoin App     ✔ https://www.swanbitcoin.com/app?utm_campaign=app&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live   ► Want to learn more about Bitcoin? Check out Welcome To Bitcoin a FREE Introductory course. Learn about Bitcoin in under 1 hour!     ✔ https://www.swanbitcoin.com/welcome?utm_campaign=welcome_to_bitcoin&utm_medium=sponsorship&utm_source=podcast&utm_content=swan_signal_live   ► Connect with Swan Bitcoin:     ✔ Twitter: https://twitter.com/Swan     ✔ Instagram: https://instagram.com/SwanBitcoin     ✔ LinkedIn: https://linkedin.com/company/swanbitcoin     ✔ Threads: https://www.threads.com/@swanbitcoin     ✔ Facebook: https://www.facebook.com/SwanBitcoin/     ✔ TikTok: https://www.tiktok.com/@realswanbitcoin

Listen