Episode Details

Are markets completely disconnected from economic reality? In this exclusive conversation, Lance Roberts of RIA Advisors sits down with Daniel LaCalle, Chief Economist at Tressis and author of Freedom or Equality, to examine the illusion of wealth, sovereign-debt bubbles, and why the next global crisis may already be forming beneath the surface. 🔍 Topics discussed: 0:18 - Intro - Is There a Disconnect Between Markets & Reality? 2:34 - The Monetary World is Completely Out of Control 5:56 - The Crisis is a Manifestation of Previous Excesses 7:24 - Wealth is an Illusion 9:08 Government Have Passed The Three Limits 10:41 - Where Does Money Go for Safety? 12:12 - Living in the Period of the Tariff Tantrum 14:50 - The Problem of Cryptocurrency Volatility Risk 16:27 - Bitcoin (and cryptocurrency) Does not Have the Stability Banks Require 19:00 - The Case for Stablecoin  23:21 - The Un-hinging of Governments' Power 26:46 - Consequences of Removing Central Banks' Ability to Manipulate Currency 28:37 - The Cracking Point for Citizens (France) 31:36 - Germany's Destruction of Manufacturing by Fiscal Policy 33:46 - Is the Eurozone at Risk of Pulling Apart? 36:25 - Inflation: US Debt, Demographics, & Betting on Resurgence 37:53 - The Biggest Risk for 2026 - Reduction of Inflationary Burst 39:51 - The Circular Dynamics of AI Infrastructure 41:36 - The Typical Over-allocation and Mis-allocation of Capital 43:24 - The US Will Benefit from out of control Regulation in the EU 👉 Key takeaway: Monetary policy has unhinged markets from fundamentals, creating an illusion of stability that could fracture once liquidity fades. 📈 Subscribe for more interviews and market insight from Lance Roberts and RIA Advisors: https://www.youtube.com/@RealInvestmentShow #Economy #Markets #Investing #DanielLaCalle #LanceRoberts