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Quantum Solace of Finance

The ACID Capitalist Podcast

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The Globalization of Capital Markets

A liquidity event will force the hand of a federal reserve that doesn't want to cut rates. Zombie companies, again, were sustainable as long as the carry was zero. So we will see a collapse in startups and technology firms. The monetary system has to be re-engineered. And I think we're getting closer to that.

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