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Here Be Animal Spirits

The Jacob Shapiro Podcast

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The Global Macero Environment - China Cove - The Supply Side of Inflation

i challenge myself before this podcast ta try and figure out the counter argument to it. There was an interesting chart i saw from philip heimberger on twitter. And supply side, maybe it comes down to china cove, the global macero environment there. I don't believe in math, or any kind of like numbers that will give you the answer to anything important. But it's the rate of change, or the second derivative, that i focus on.

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