Ethmos Podcast Pulse
Start free
← The Pulse · week of Sep 21–27
PodcastThe Pomp PodcastSeptember 24, 2026

Bitcoin & Stocks Are Going Higher (The Money Printer Is Coming) | Darius Dale

Dale expects continued asset-price highs as AI capex and inevitable monetary debasement offset an unfixable U.S. deficit and K-shaped economy.

  • Bessent's backup firepower: Dale says Treasury Secretary Scott Bessent is testing bond-market resolve but has a "Bazooka" — expanded reserve management purchases, bank deregulation, or Fed intervention — if buyback signaling fails.
  • Treasury financing need doubled: The U.S. needs roughly $12 trillion over the next year to roll debt, fund the deficit and refinance into higher rates, up from under $5 trillion pre-COVID, absorbing ~40% of world savings vs 20% before.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.