The Debt Spiral Is Here… Now A New System Must Emerge | Luke Gromen
The Debt Spiral Is Here… Now A New System Must Emerge | Luke Gromen
Market Disruptors: 11-27-2025
In this conversation, we unpack how fiscal dominance, collapsing Treasury demand, and the end of the post-WWII dollar order are forcing the U.S. toward a new regime built on financial repression, inflation, and neutral settlement assets like gold and Bitcoin.
Luke explains why the old system can’t survive its own math, what the next monetary era will look like, and how investors can position for the global reset already underway.
This is the blueprint for understanding the new system that must emerge—and what it means for wealth, power, and the future of the U.S. economy.
0:00 — The U.S. enters a precarious fiscal equilibrium
4:12 — Foreign buyers aren’t coming back to Treasuries
8:45 — Why AI accelerates the debt crisis
12:28 — Fiscal dominance becomes the new reality
17:50 — Treasury market stress reaches a breaking point
22:34 — The entitlement system hits its mathematical limits
27:06 — Inflation becomes policy, not an accident
32:40 — Gold and Bitcoin shift from trade to trend
37:58 — Why repression will define the next decade
43:21 — What the new monetary system must look like