The ACID Capitalist Podcast

HUMPTY DUMPTY MACRO

Jun 10, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
We Need More Fruit Soldiers
02:42 • 2min
3
The Most Prime Real Estate
04:51 • 2min
4
Those Aren't 200 People. And the Only Good Thing Is, It's Not 200 People
07:12 • 2min
5
I've Been Eating Dragons and Intars of Who Would Play Me?
09:42 • 1min
6
A, I'm a Hedge for Manager, Is It?
11:11 • 3min
7
You and Blair
14:19 • 3min
8
Chase Man Hatan Over Ev Collo. Chase, I Get It, Chase
16:56 • 2min
9
The Managers Are Idiots
18:35 • 3min
10
Are You in This Crop?
21:35 • 2min
11
Private Equity Valuation Rounds - Is This a Good Idea?
23:15 • 3min
12
The Imaginary Realities Are Consigned to the Dust Bin
26:38 • 2min
13
The Most Important Question Is, Can You Theft Is Not a Good Question?
28:31 • 2min
14
I'm Going to Be Commat, I Like Bom
30:54 • 2min
15
The Importance of Money in the Economy
33:19 • 3min
16
The Greatest Price of Any Economy Is the Price of Labor
36:15 • 3min
17
Why Should They Not Be Raising Rates Further?
39:28 • 5min
18
China's Trade Account Curclis
44:03 • 2min
19
Is There a True Secular Inflation?
46:24 • 2min
20
I'm Sorry, Bt, I'm Going to Beat China on This.
48:25 • 3min
21
The Sex Pistols
51:18 • 2min
22
Inflation Is a Monetary Phenomenon.
53:34 • 2min
23
Inflation Is Not the Fed
55:59 • 3min
24
Are You Saying You See a Debt Deflation?
58:33 • 3min
25
Do We Have a Debt Debt Crisis?
01:01:19 • 3min
26
The Chinese Tiger Crisis - The Tiger Crisis
01:04:07 • 2min
27
Awoll Naxty Met Poxer, You Are the Trailblazer
01:05:55 • 2min
28
The Debt Debt Deflation
01:08:25 • 3min
29
The Disadvantage of Gold
01:11:27 • 4min
30
What's Hedge Fon Guy?
01:15:52 • 2min
31
Is He the Alite Scum?
01:18:16 • 4min