Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 4min
Are They Winning Absolute or Relatively?
03:41 • 2min
Is the Russian Economy a War Economy?
06:08 • 3min
Is Russia a Key Supplier of the World's Natural Gas?
09:19 • 2min
Is Europe Going to Be Freezing in the Streets?
11:24 • 2min
Is Russia Trying to Send Natural Gas to China?
13:37 • 2min
The European Price Cap on Oil
15:43 • 2min
Oil Is Fungible in a Way That Natural Gas Is Not
17:31 • 2min
Russia's Closest Friend in the Caucasus
19:48 • 3min
Ukraine
22:53 • 3min
Ukraine's Allies Are Helping Ukraine a Lot
26:21 • 3min
Is the Work Continued?
29:40 • 2min
Cryptocurrency - Blockworks Permissionless Interview
31:34 • 3min
Are We Going to Have a Bailout in China Anytime Soon?
34:35 • 5min
The Global Economy Is Based on Artificial Chinese Demand for All These Commodities
39:13 • 2min
The Chinese Real Estate Bubble Is Not Going to Bounce for 10 Years
41:31 • 3min
I Don't Think You're Going to Make Money Betting Against China
44:58 • 2min
The Supply Chain Disruption of COVID-19 in China
47:17 • 2min
What Has Happened Between China and Taiwan?
49:02 • 2min
Is Semiconductor Selling for a Song?
51:16 • 3min