The idea that i have a thesis around, which is bubbles. Yet they're horrible,. They're painful when they pop, and lots of people lose their tire investment. But they leave a lot of interesting things on the ground, so to speak. And if you pay attention to things that you normally think are unrelated, like your exap of darwin and the fancy chickens,you can make these sort of cool additional discoveries.
Tracy Alloway is the co-host of the Odd Lots podcast and a managing editor at Bloomberg Markets. You can follow Tracy on Twitter at https://twitter.com/tracyalloway and listen to her podcast here: https://open.spotify.com/show/1te7oSFyRVekxMBJUSethH Show Notes:
- Financial crisis hindsight
- Being obsessed with risk and systemic stability
- Historical parallels to the crisis of ‘08
- Macro vs. micro bullshitting
- Why people refuse to say “I don't know”
- Victorian chicken bubble
- Tales of forensic accounting
- NFTs being used to launder money?
- NFTs’ path to success
- Insights from collapse of previous civilizations
- Understanding the Human OS
- Fair Wages for Robots
- Praise for Citi’s Matt King and Credit Suisse’s Zoltan Pozsar