Episode Details

Simon Dixon is an author, early Bitcoin investor, and co-founder of Bank To The Future, with over two decades of experience across stockbroking, market making, and investment banking. Having observed system mechanics from the inside, he specialises in macro structural shifts, sovereign debt cycles, and the emerging intersection between traditional finance, AI infrastructure, and digital assets.

Simon and I discuss the $40 trillion US national debt crisis, the mechanics behind Treasury debt rollovers, and how central banks socialise bond market losses onto ordinary citizens while privatising gains into stock markets. We also discuss the corporate debt boom driving the AI data centre build-out, real-term wealth erosion in the housing market, and how technocratic structures are positioning programmable money and CBDCs as crisis bailouts.

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TIMESTAMPS:

00:00:00 - The $40 Trillion US Debt Milestone

00:02:09 - Understanding Treasuries & The $9.7T Debt Rollover

00:06:30 - Socializing Losses & Inflation On The Middle Class

00:10:48 - Bond Vigilantes & Foreign Lenders (Cayman & Japan)

00:12:46 - The Triffin Dilemma & World Reserve Currency

00:16:00 - SpaceX Valuation & Stock Market Mechanics

00:19:03 - The Corporate AI Debt Build-Out

00:22:04 - Protecting Assets Against Currency Debasement

00:24:47 - AI Disinflation vs Currency Debasement

00:28:36 - Comparing The AI Boom To 2000 & 2008

00:31:36 - UK Property Market & Inflation-Adjusted Returns

00:33:46 - Wealth Taxes, Exit Taxes & Asset Acquisitions

00:41:20 - Will AI Eliminate Middle-Class Jobs?

00:44:14 - Programmable Money, CBDCs & Social Credit Systems

00:50:44 - Three Classes Of The Technocratic Era

00:54:47 - The Role Of Bitcoin In Financial Resistance

00:57:12 - Why Key Management Is The Ultimate Digital Skill

01:00:00 - The Coldcard Exploit & Hardware Wallet Lessons

01:08:16 - Simon's Origin: The 2000 Dot-Com Crash

01:13:58 - Rules Of The Game & Building A Sovereign Plan

01:21:50 - Reconnecting Outside Of The Digital Screen

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CONTACT PETE

› Website – http://petermccormack.com

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› Email – me@petermccormack.com

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