Inflation Whammy! (Twitter Spaces)

1

Introduction

00:00 • 4min

2

The CPI Pr Print Is the Highest Level Since 19 81

03:51 • 5min

3

What's Happening With Liquidity?

09:06 • 2min

4

Work From Home Is Not Going Away

11:07 • 5min

5

Weave Work From Home

16:35 • 2min

6

Is There a Supply Chain Problem?

18:11 • 4min

7

The Supply Chain Bucket Is Definitely Got That Too, Is It?

22:29 • 2min

8

How Long Has It Been Since We've Had a 100 Bases Point an Radike?

24:32 • 2min

9

Is There a Recession?

26:28 • 5min

10

The White House Gets Early Access to Data

31:58 • 3min

11

The Fed Is Going to Hike Until They Break Something

35:02 • 2min

12

The Fed Will Hike Until Something Breaks

37:31 • 2min

13

Fed Funds Rate

39:51 • 5min

14

Do You Have Any Questions About Cryptocurrency?

44:35 • 2min

15

The Crypto Market Is Getting Closer to Capitulation

46:32 • 2min

16

Crypto

49:00 • 3min

17

What Are Asset Prices Pricing In?

51:32 • 5min

18

Do We Get Through a Recession in 12 to 18 Months?

56:37 • 2min

19

What's Going to Happen Next?

58:49 • 2min

20

The Post Covet Economy Is Not a Precoved World

01:01:14 • 4min

21

The Supply Chain Is Out of Balance, Right?

01:05:22 • 2min

22

Is There a Productivity Shift?

01:07:33 • 5min

23

Real Vision Crypto Interview With Sam Bankman Freed

01:12:30 • 3min

24

Is That Not Capitalism in Its Purest Form?

01:15:10 • 3min

25

Is the Decentralization Revolution a Good Idea?

01:17:47 • 5min

26

The Dollar Game Is a Game of Musical Chairs

01:23:05 • 2min

27

What Should Be the Cost of Capital in Doing Business?

01:25:26 • 3min

28

What if You're an Emerging Market Company?

01:28:46 • 4min

29

The World Is Going to Move Away From Dollars

01:32:25 • 5min

30

Do You See the Fed as Being Trapped?

01:37:18 • 5min

31

Brad Asks - Is That a Brat?

01:42:25 • 2min

32

Is It a Tvea Military Fending Cause All the Semis?

01:44:10 • 2min

33

Semis, I'm Not an Expert an Semi Conductor, Isn't It?

01:46:27 • 2min

34

Energy, Short Energy, Long Innovation?

01:48:14 • 1min

35

Green Energy

01:49:44 • 3min

36

The Overton Window

01:52:40 • 2min

37

I'm Such an Idiot, Isn't It?

01:55:05 • 5min

38

The Magic Intenet Money Is Down 70 %

02:00:20 • 2min

39

What's the Big Picture?

02:02:03 • 2min

40

Is the Fed Committed to Breaking Inflation?

02:03:35 • 2min

41

Is Demand Destruction a Biggest Threat to the Global Economy?

02:05:14 • 2min

42

The End of the Great Moderation Stop Go

02:07:40 • 4min

43

The Market's Pricing In

02:11:30 • 3min

44

Is the Fed Going to Cut Rates?

02:14:36 • 6min

45

The Alchemy of Finance by George Sorros

02:20:25 • 3min

46

The Most Incredible Fucking Thing That's Launching in About Two Weeks

02:23:04 • 3min

47

The Best Cruto Content in the World

02:25:34 • 3min