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Inflation Is Popping The Biggest Asset Bubble Of All Time | Michael Kao
Forward Guidance
The Supply in Elasticity Argument Might Be Bullish Price, but It's Barish Adoption
The supply in elasticity argument might be bullish price, but it's barish adoption too. The narrative just keeps changing to kind of suit whatever, whatever am a story a justifies like, a higher, higher price for it. And so ultimately i'm left with just thinking, you know, wat, i think this time is no different. This is yet another b to b aex of like an artificially am a scarce, a artificially engineered a supply scarcity that's very, very reminiscent of the dot com bubble.
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