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- (00:00) - IBM: The Center of Gravity
- (15:47) - A Word From Our Sponsors
- (16:21) - Price Signals
- (17:28) - Texas Energy's Banking Crisis
- (18:43) - Greensill's Arbitrage(s)
- (20:05) - Which Long Run?
- (21:29) - The Supply-Side/Demand-Side Seesaw
