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
00:24:47 - AI Disinflation vs Currency Debasement
00:28:36 - Comparing The AI Boom To 2000 & 2008
00:31:36 - UK Property Market & Inflation-Adjusted Returns
00:33:46 - Wealth Taxes, Exit Taxes & Asset Acquisitions
00:41:20 - Will AI Eliminate Middle-Class Jobs?
00:44:14 - Programmable Money, CBDCs & Social Credit Systems
00:50:44 - Three Classes Of The Technocratic Era
00:54:47 - The Role Of Bitcoin In Financial Resistance
00:57:12 - Why Key Management Is The Ultimate Digital Skill
01:00:00 - The Coldcard Exploit & Hardware Wallet Lessons
01:08:16 - Simon's Origin: The 2000 Dot-Com Crash
01:13:58 - Rules Of The Game & Building A Sovereign Plan
01:21:50 - Reconnecting Outside Of The Digital Screen
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CONTACT PETE
› Website – http://petermccormack.com
› Feedback – https://www.petermccormack.com/contact
› Email – me@petermccormack.com
› Instagram – https://www.instagram.com/mccormack555/
› X/Twitter – https://x.com/petermccormack/
CONNECT WITH SIMON DIXON
› X/Twitter – https://x.com/SimonDixonTwitt
› Simon Dixon Hard Talk – https://www.youtube.com/@SimonDixonOfficial
SPONSORS
› IREN – https://www.iren.com/
› Venice – https://venice.ai/
› Arch Public – https://archpublic.com/peter
› Expat Money – https://expatmoney.com/peter
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LISTEN / SUBSCRIBE
› Apple Podcasts: https://apple.co/40ruY9K
› Spotify: https://spoti.fi/3Wc94Vu
› Fountain: https://bit.ly/FountainPM
› YouTube: https://bit.ly/YouTube_PM
› Rumble: https://bit.ly/RumblePM
FILMED BY CURTIS TAYLOR
› https://www.curttaylor.co.uk/
EDITED BY CONOR MCCORMACK
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