ITM Trading Podcast ITM Trading Podcast

18% INFLATION? The Fed Just Opened the Door

Aug 13, 2026 · 12m

Summary

This episode analyzes the US Treasury’s proposal to expand the FEMA repo facility to prevent Japan from selling US Treasuries, aiming to suppress borrowing costs. The host compares this intervention to yield curve control, warning that such measures historically trigger high inflation and erode savings. With US debt levels far exceeding WWII-era peaks, the discussion highlights the risks of currency debasement and advises investors to protect wealth using physical gold and silver.

Topics discussed

US intervention in Japan's currency market and Scott Bessent's proposal Understanding Yield Curve Control and its historical precedents The FEMA Repo Facility: A pawn shop for US Treasuries Traditional Yield Curve Control vs. FEMA and Fed's potential actions WWII Yield Curve Control: Inflation and the cost to savers Current debt levels and the signal sent to global investors The danger of nations not redeeming their treasuries Silent wealth confiscation through inflation and rising costs Protecting wealth with physical gold and silver Free webinar announcement and registration details
Listen ad-free on Castria