The Debasement Trade under Kevin Warsh
Why now
Thesis: Debasement trade keeps hard assets in favor
Catalyst to watch: Fiscal expansion or dovish Fed signals
Main risk: Tighter policy could reverse debasement positioning
Why it matters
Debasement-trade thesis links fiscal and monetary erosion to demand for gold and bitcoin as alternative stores of value.
Related assets & topics
GoldBitcoinDollarSources
- googlenews · news.google.com · 2026-09-26 09:02 UTC