The Last Trade E009: More Bullish Than Ever with Dylan LeClair

1

Introduction

00:00 • 2min

2

The Disinflation of the Economy

01:48 • 6min

3

The Importance of Core Inflation

07:37 • 5min

4

The Money Dries Up Commercial Real Estate Prices

12:25 • 1min

5

The Impact of COVID on Office Work

13:55 • 3min

6

The BTFP and the Chain Effect

17:20 • 3min

7

The Fed's Balance Sheet Expansion

20:07 • 3min

8

The Moral Hazards of Bitcoin

23:10 • 2min

9

The Fed's Attempt to Posture Confidence on the Markets

25:02 • 3min

10

The Fed's Attempt to Induce a Soft Landing in the Labor Market

27:38 • 5min

11

The Future of Hard Assets

32:13 • 2min

12

The Reality of 7% Interest Rates

34:07 • 3min

13

The Precariousness of Bitcoin

37:24 • 3min

14

The Future of Wealth Accumulation

40:04 • 1min

15

The Disadvantages of Gen Z Buying Bitcoin

41:29 • 2min

16

The False Sensation of Security in the Age of COVID

43:33 • 3min

17

The Warped Grotesque Economy of the Stock Market

46:43 • 3min

18

The Sadness of Switching to Bitcoin

49:47 • 2min

19

The Death Tribe of Value Investing

51:56 • 4min

20

The DNC's Plan to Box RFK Out of the Presidential Election

56:05 • 4min

21

Bitcoin: A Bad Thing?

01:00:07 • 2min

22

Bitcoin and the 2024 Election

01:02:35 • 2min

23

Bitcoin's Future: A Narrative Perspective

01:04:54 • 3min

24

Bitcoin's Demand Driver

01:08:12 • 2min

25

Bitcoin's Technical Side

01:10:18 • 2min

26

The Tailwind of the Internet Revolution

01:11:59 • 3min

27

Stock to Flow: A Natural Segue in the Business

01:15:04 • 4min

28

The Importance of Stock to Flow in Bitcoin

01:18:52 • 2min

29

The Importance of Understanding Cryptocurrency

01:21:08 • 3min

30

The Stock to Flow Concept of Bitcoin

01:24:11 • 2min

31

The Stock to Flow of Bitcoin

01:26:28 • 2min

32

The Importance of Bringing Good Content to the Bitcoin Market

01:28:17 • 2min

33

The Trap of Stock to Flow

01:30:35 • 2min

34

The Importance of Stock to Flow in a Bull Market

01:32:25 • 2min

35

The Supply and Awareness of Bitcoin

01:34:27 • 2min

36

The Marketing Department for Bitcoin's Stock to Flow Model

01:36:37 • 3min

37

The Perverse Incentives in the Crypto Market

01:39:22 • 2min

38

The Future of Cryptocurrency

01:41:31 • 3min

39

The Importance of Holding the Underline

01:44:15 • 3min

40

The Risks and Benefits of Trading Coins

01:47:21 • 2min

41

The Scam of Bitcoin

01:49:02 • 3min

42

The Effect of Trust on Exit Liquidity

01:52:01 • 2min

43

The Impatience of Bitcoin's Lightning Network

01:54:07 • 3min

44

The Importance of Patience

01:57:22 • 3min