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Roberto Rios, known online as Peruvian Bull, is a macro researcher and writer. He’s best known for his Dollar Endgame series, where he explores global debt dynamics, reserve currency shifts, and the future of money. In this episode, Roberto joins The Bitcoin Frontier to share his insights on inflation mechanics, the breakdown of the yen carry trade, and how bitcoin fits into the global monetary reset. We dig into debt spirals, Triffin’s dilemma, and why liquidity is the ultimate driver of financial markets.
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TIMESTAMPS:
0:00 – How QE, deficits, and government spending really drive inflation
4:00 – Roberto’s background, macro research journey, and Dollar Endgame series
7:30 – Separating truth from propaganda in economics education
12:00 – QE in 2010 vs. 2020: why one caused inflation and the other didn’t
16:00 – The 2022 rate hike cycle, liquidity drains, and banking crises
20:30 – Reverse repo, TGA, and creative liquidity injections
25:00 – Why global liquidity is the best barometer for bitcoin’s price
31:00 – Triffin’s dilemma and the birth of the dollar system
37:00 – Foreigners owning US assets and the long-term risk to Americans
43:00 – The simulacrum of markets: why asset prices detach from reality
46:00 – The US debt spiral and foreign demand for Treasuries
52:00 – Long-term debt risks, short-term bills, and emerging market dynamics
57:00 – Breakdown of the yen carry trade and why it matters globally
1:03:00 – Japan as a testing ground for future Federal Reserve policies
1:06:00 – How bitcoin solves Triffin’s dilemma and fits into the new order
1:09:00 – Where to follow Roberto and his Dollar Endgame research
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