#210 - Simon Dixon - "They're Coming For Everything": $40T Debt, AI Job Collapse & The CBDC Grid

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