https://kyla.substack.com/p/taking-some-sense-to-make-a-nickel?s=w

Fortress Russia, sanctions, energy markets, agriculture, financial globalization

Please follow these researchers and journalists:  https://twitter.com/i/lists/149685791...Please donate here if you can: https://www.notion.so/Donate-1b8dccdf... Ben and Kyla's previous video on this: https://www.youtube.com/playlist?list... Kyla's Research  Update on Russia and Ukraine: https://kyla.substack.com/p/update-on...Brief Update on Russia and Ukraine: https://kyla.substack.com/p/a-brief-u...

00:00 - Intro 00:27 - Simplify 00:53 - Credit Markets 02:40 - Corporate Bond Structure 04:03 - Things Bad 04:50 - Bond Risk 06:59 - Measuring Bond Risk 08:27 - Credit Spreads 10:20 - Corporate Bonds 14:14 - What's going on rn 16:07 - Final Thoughts

Notes https://www.notion.so/Russia-Update-2... 00:00 - Intro 00:30 - Brief Update 00:56 - Positioning 01:32 - Cybersecurity 01:52 - NATO 02:31 - China and Russia 02:54 - More positioning 03:16 - Crypto 03:29 - Energy 03:43 - Outcome 04:10 - Ben 13:45 - Final Thoughts

https://kyla.substack.com/p/irrational-idealism-inflation-and

video: https://www.youtube.com/watch?v=Wnjvp1s1vZU research: https://kyla.substack.com/p/the-polarization-of-crypto-narrative

Full piece here: https://www.notion.so/Jan-28-Natural-...   natural gas, volatility in the energy markets  00:00 - Intro 00:55 - Revenue vs Fuel 01:57 - Russia and Europe 03:18 - Oil 04:43 - Potential Solutions 05:34 -Russia’s POV 05:57 - Market Mechanics 06:22 - Crypto 07:06 - Coal 7:57 - Final Thoughts

Notes: https://www.notion.so/FOMC-notes-13b6... 00:00 - Intro 00:41 - Brief Context on Fed 02:04 - Structure of a Fed Meeting 02:40 - Rate Hikes 03:43 - Balance Sheet 04:55 - Market Response 06:59 - Speedy Fed 08:42 - What's next?

https://www.youtube.com/watch?v=8IOjZlQuyW4