The U.S. Solvency Crisis Is Now An Existential Threat

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As the year draws to a close, WindRock Wealth Management’s Chris Casey revisits his eight major predictions for 2025, revealing which ones played out as expected, which ones surprised him, and which risks are now accelerating faster than anyone anticipated. At the center of this conversation is the call Chris says matters more than all the others: The U.S. solvency crisis has shifted from fringe discussion to mainstream reality, and it is now the defining threat to financial markets. In this conversation with Maggie Lake, Chris explains why the fiscal situation is worsening, why policymakers squandered key opportunities to act, and why massive QE may be the only remaining path forward.
Chris also covers:
* Why higher long-term rates remain the biggest threat to equities and bonds
* The growing complacency in credit markets
* Why inflation hedges like gold, silver, and crypto continue to outperform
* His updated views on China, AI, natural gas, and electricity demand
* The predictions he got right and what surprised him in 2025
* The macro forces he expects to dominate 2026
Video Length: 00:28:10
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