
S1E93 - "We're Past The Point Of No Return" | Luke Gromen and Lyn Alden
Published: September 4, 2026
Duration: 59:08
Mentor Sessions 093: Luke Gromen and Lyn Alden explain the 2026 global bond market crisis, private credit risk, yield curve control, and Bitcoin and gold as safe havens.
The global bond market is bleeding out in slow motion, and the real danger is buried in private credit that insurance companies can't sell without going insolvent. Luke Gromen and Lyn Alden break down why the long end of the Treasury market is grinding higher, why Scott Bessent intervened before any visible crisis, and what happens when trillion-dollar balance sheets finally hit the sell button.
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