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
Introduction
00:00 • 4min
A Few High Lights From Your Back Ground
04:20 • 3min
The Global Macro Picture Is a Critical Part of History
07:09 • 1min
Is There a Generational Twist?
08:38 • 4min
The Greatest Country on Earth
12:56 • 2min
America's Foundling Fatheris Hen Teas
14:53 • 3min
The Federal Reserve and Inequality
17:42 • 4min
Is the Federal Reserve the Only Game in Town?
21:51 • 2min
The Boomer Generation Don't Want to Give Up the Reins of Power
23:43 • 5min
I Think We're Going to See Multiple Contraction
28:15 • 4min
The Loss of Faith in Institutions
32:08 • 3min
I'm Curious to Hear Your Thoughts on the Fourth Turning, or Whatever We're In
34:49 • 2min
Cryptocurrency - I'm Too Big Here, I Want to Cut My Losses and Get Out
36:48 • 5min
Cryptocurrency
41:43 • 4min
What Happens When Yield Curv Control Fails?
45:15 • 2min
What Happens if the Bank of Japan Owns All the JGBs?
47:16 • 4min
The Dollar Is Going to Be Tested
51:22 • 4min
Fiscal Policy and the Creation of Dollars
55:19 • 3min
Real Estate - I'm a Subscriber to Your Work Grant
57:53 • 2min
Real Estate in a Nutshell
59:58 • 4min
What's Happening in the Housing Market?
01:04:13 • 2min
The Commodity Super Cycle Is Just Beginning
01:06:19 • 4min
Is This China's Achilles Heel?
01:10:36 • 4min
The Importance of Confidence in Elon Musk
01:14:18 • 6min