Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46
Introduction
00:00 • 5min
Are We in a Global Recession?
05:19 • 2min
Is the CPI Really Cooked?
07:24 • 2min
Bonds Aren't Inversely Corroused During a Stock Market Drawdown
08:55 • 3min
The Recession Is Going to Get Worse
12:24 • 2min
Why Did Values Continue to Go Up Only?
14:36 • 2min
The Stock Market Bubble Burst, or Not Post COVID?
16:16 • 2min
The Gift That Keeps Good
18:35 • 5min
What the Fed Didn't Understand
23:33 • 2min
I Think the Tightening Policy Will Lead to Some Pretty Bad Outcomes
25:20 • 2min
Dispatch - I Don't Know How It All Plays Out
27:21 • 2min
The Fed Controls the Fed Funds Rate, Right?
29:01 • 2min
Is Bitcoin the Future of Bonds?
31:20 • 2min
I'm Essentially All in Bitcoin, Right?
33:02 • 2min
What Do You Think the Next 12 Months Look Like?
35:29 • 2min
Is the Fed Going to Pull Off a Pivot?
37:11 • 3min
Bitcoin Zombification of Assets
40:16 • 2min
The Fed Controls Interest Rates
42:11 • 2min
The Chapter Has Already Begun
44:27 • 2min
The Bank of Japan, Is It a Word Jargon Facility?
46:13 • 4min
The Bitcoin Thesis - Is There Any Other Way Out?
50:16 • 3min
Is That a Good Strategy?
53:14 • 2min
The Volatility of Bitcoin
54:57 • 2min
Bitcoin Is Going to Hit an All Time High Again
57:00 • 2min
Is the Fed Really QE?
59:08 • 3min
COVID Crisis
01:01:39 • 4min
The World Is More Volatil Than Ever
01:05:21 • 2min
The Hyper Inflation Chapter Already Started
01:07:42 • 2min
Do You Have Any Income Denominated in Bitcoin?
01:09:41 • 2min
We Don't Want Chaos, Right?
01:11:15 • 2min
The Year of Bank Runs in Bitcoin?
01:13:23 • 4min
Silvergate - The Only Way to Survive Is if the Government Prints Money and Saves It
01:16:57 • 2min
Inciting a Bank Run Is a Felony
01:18:37 • 2min
The Losers of the Next Decade Are the Bondholders and the Savers
01:20:11 • 3min
The Origin of Fractional Reserve Banking
01:23:08 • 3min
Bank Runs
01:25:53 • 2min
The US Government Has a Gun to Its Head
01:27:30 • 3min
Bitcoin - Is There a Flood Into Bitcoin?
01:30:29 • 2min
Is Bitcoin Price Sensitive to Fed Liquidity?
01:32:33 • 5min
Bitcoin Is Not Going Away, but It's Not What the Dollar Is
01:37:13 • 3min
Bitcoin Is My Stablecoin
01:40:00 • 2min
The Dollar Is Up Again, but I'm Staying Humble With Stagasets
01:42:20 • 2min
Do You Think the Fed Rate Will Go Back to Zero?
01:43:51 • 2min
What Are Your Thoughts on Real Estate and Home Builders?
01:45:27 • 2min
How Many Drinks Does It Take to Talk Bitcoin to Girls at the Bar?
01:47:03 • 2min
The Last Two Hours of Dispatcher
01:48:51 • 2min