PhD Economist: The Four-Year Cycle Is Dead. This Is a Super Cycle.

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PhD Economist: The Four-Year Cycle Is Dead. This Is a Super Cycle.

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Jim Thorne joins Mark Moss to explain why the long end is normalizing, not crashing the market, why Warsh is wrong to hike into a supply shock, and why supply-side growth can stay strong without reigniting inflation. They discuss AI CapEx that does not care about rates, stablecoins and Operation Twist bringing the ten-year toward 4%, why banks are fighting an existential threat, the four-year cycle giving way to a super cycle, tokenization rails that are already built, velocity over printing, and what he is watching into the midterms. ___________________________________________________________________________________________ THANKS TO OUR SPONSORS! UNCHAINED: Get setup with Unchained at https://go.1markmoss.com/unchained_pod and use code MOSS10 to get 10% off. BLOCKWARE SOLUTIONS: Mine Bitcoin and zero out your tax bill at https://blockwaresolutions.com/marketdisruptors ARCH: Harvest appreciation on your Bitcoin without selling at http://archlending.com/markmoss RIVER: If you’re ready to build your Bitcoin position with confidence, go to https://go.1markmoss.com/river to sign up and get up to $100 in free Bitcoin. TIMESTAMPS: 0:00 - Episode Trailer 0:55 - The Fed Lost the Long End. This Is Normalization. 6:40 - Higher Rates Don’t Crash Stocks in an AI CapEx Boom 11:52 - The Old Rules Don’t Work in This New World 15:35 - Sponsor: Protect Your Bitcoin Inheritance with Unchained 17:03 - How Stablecoins and Operation Twist Bring Rates Down 22:52 - Stablecoins Create Demand for Short-Term Paper 27:42 - Sponsor: Turn Your Taxes Into Bitcoin with Blockware 28:42 - Why Stablecoins Are an Existential Threat to Banks 33:11 - What Happens to MicroStrategy in a Tokenized World 38:57 - Sponsor: Borrow Against Bitcoin with Arch Lending 40:05 - Banks Will Have to Cut a Deal With Bitcoin 48:36 - Four-Year Cycle Is Dead. This Is a Super Cycle. 51:17 - Sponsor: Earn Bitcoin on Your Cash with River 52:36 - The S-Curve and What Comes After 126K 56:43 - Tokenization Is Already Built. They’re Just Opening It. 1:01:37 - Velocity, Not Printing, Is the Real Catalyst 1:07:06 - What Jim Is Watching Into the Midterms FOLLOW James Thorne: X: https://x.com/DrJStrategy Website: https://wellington-altus.ca/leadership/james-thorne/ FOLLOW Mark Moss: YT: https://www.youtube.com/@UC9ZM3N0ybRtp44-WLqsW3iQ X: https://x.com/1MarkMoss IG: https://www.instagram.com/markmoss/ FOLLOW Market Disruptors: X: https://x.com/MDisruptors SIGN UP FOR THE FREE MARKET DISRUPTORS WEEKLY NEWSLETTER: https://link.1markmoss.com/FGLRv BOOK A CALL TO WORK WITH OUR TEAM TO MAKE A PERSONALIZED WEALTH PLAN: https://link.1markmoss.com/249zZ 🔴(BEWARE OF SCAMMERS)🔴 They are impersonating me in the comments. My comments have a "checkmark" so look for that. Please beware, I will never message you asking you to give me money or to talk to me on WhatsApp. Disclaimer: I am NOT a financial advisor, and nothing I say is meant to be a recommendation to buy or sell any financial instrument. I will NEVER ask you to send me money to trade or invest for you. Please report any suspicious emails or fake social media profiles claiming to be me. Don't invest money you can't afford to lose. There are no guarantees or certainties in trading or investing. My videos may contain affiliate links or sponsorship to products I believe will add value to your life and help you. In some cases, I may receive payment or other consideration from the companies mentioned in the videos. No matter what I or anyone else says, it’s important to do your own research before making a financial decision. SEE FULL DISCLAIMER HERE: https://go.1markmoss.com/disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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