The $1.3 trillion global bond market will eventually recognize that it is the 'sucker at the card table' and systematically shift assets away from middle and long-duration sovereign debt ($65 trillion in equities, $4 trillion in gold, and $1 trillion in Bitcoin), with those asset classes rising as bond yields fall or bond prices crash.
forecastpending
Speaker
Luke GromanEvidence Quote
“I think we're in the early middle Innings I guess of the $1 130 trillion Global bond market figuring out that it's the sucker at the card table particularly at the middle and long-term uh uh durations and starting to squeeze itself into $65 trillion in US equities $4 trillion do in gold and a trillion forign Bitcoin”
Source
Luke Gromen: Expect Market Turbulence Ahead Due To Tightening Liquidity— Adam Taggart | Thoughtful Money®Created: 8/12/2026, 10:19:56 PM
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