Shimon and Alex are back after a while to discuss the following topics:
* Authoritarianism in Canada
* War in Europe
* Bank robberies with covid masks
* How to make a lot of money - have a belief that is different than everyone else, but also correct
* Is the nasdaq still a good place to allocate capital to given the recent volatility
* Time horizons for the nasdaq - 6 months vs 10 years
* Do politicians have the power to affect economic outcomes over the long term?
* The probable outcome of the 40 year bond bull run
* Negative real rates
* Why do people hold negative yielding bonds?
* The T.I.N.A (there is no other alternative) approach to allocating capital
* How does consumer behavior and fed policy affect inflation?
* Is the laffer curve breaking given the latest technological trends
* Is the price of food and other commodities stuck at a high level or will it go down
* Why is now different than the 70s stagflation?
* Is the bank of japan responsible for the latest MMT trends in the western economies?
* The effect of the war in Ukraine on the macro economic landscape
* Our portfolios have taken a huge hit since we last spoke
* Robots that can fold the laundry...
* Holding an index vs picking stocks

Apple Podcast: https://tinyurl.com/36u8fmbr
Spotify Podcast: https://tinyurl.com/4zv6syfc
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