Episode Details

Recorded on April 2 2026 Steve Yang sits down with Dr. Marc Faber for a sharp macro conversation on where the biggest cracks are forming in the global system right now. Faber argues that liquidity has already tightened as asset prices weaken, real estate loses momentum, and borrowers with variable-rate exposure feel the squeeze. He explains why he believes the United States is heading toward more debt monetization, why that points toward inflation even if many assets fall together, and why he still sees relative defense in bonds compared with weaker equity segments. The interview also digs into the difference…