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The optimal personal strategy in an environment of rate cuts and persistent fiscal stimulus is to borrow at floating rates (not fixed) and deploy that leverage into real assets—real estate, Bitcoin, S&P 500—because nominal asset prices will rise as the dollar weakens and the capital structure re-leverages

normativepending

Speaker

Jonah van Borg

Evidence Quote

“to me that just means B borrow and buy borrow and buy real estate borrow and buy Bitcoin don't not with too much leverage though borrow and buy um borrow and buy the S&P 500 like um it it to me it just seems like uh one of those you know pay floating though don't pay fix don't lock in current interest rates”

Source

Bitcoin's Role In The Debt End Game | Jonah Van Bourg— Forward Guidance
Created: 8/12/2026, 10:20:03 PM

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