52. PJ Pierre & Zed Francis - Are any banks solvent?
Mutiny Investing Podcast
The Advantages of Secular Inflation Bets
The only reason why I'm a bit cautious about just putting on a bunch of, you know, secular inflation type bets is that you kind of never know what you don't know in that regard. Like, oftentimes deflation, deflationary pressures come from something that no one really anticipated. So it's not the type of thing that there's going to be a ton of edge in trying to monetize.
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