Jeroen Blokland is a seasoned professional investor with over 20 years of experience, and the author of ‘The Great Rebalancing’.
› https://x.com/jsblokland
› https://greatrebalancing.com
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🕑 TIMESTAMPS
00:00 – The Debt System Is Breaking01:21 – The UK Crisis Was the Warning05:36 – Japan Proves This Isn’t a One-Off10:00 – Why Fiat Lies About Returns16:00 – Yield Curve Control & the Death of Markets18:13 – The End of the 60/40 Portfolio28:00 – Inflation, Repression, and Locked-In Spending38:00 – Fiscal Dominance Takes Over48:00 – Why Scarce Assets Win (Gold & Bitcoin)58:00 – The Great Rebalancing Has Begun01:13:00 – How the State Will Try to Trap Capital01:27:00 – What Insiders Actually Own
ℹ️ EPISODE SUMMARY
Bram Kanstein and Jeroen Blokland discuss why the UK bond blowup during Liz Truss’ short moment in power was a canary in the coal mine for the debt trapped world. They explain how negative real yields break the 60/40 portfolio, bonds stop protecting, they quietly drain purchasing power. They confront fiscal dominance, yield curve control, and financial repression that locks savers into refinancing the system. They make the case for scarce assets like gold and Bitcoin, plus Bitcoin’s trustless settlement as an exit valve. They close on The Great Rebalancing, why scarcity may rise exponentially, and why your investing mindset needs a reset.
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