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Let's Appreciate

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Jan 17, 2022 • 9min

Russia, Ukraine, and the Impact on Global Energy Markets

https://youtu.be/b5SSvl3Uygg As always, this is not meant to be speculation, but rather analysis. And this is a rapidly evolving situation, so this is what we know so far, as well as some potential impacts for the future (especially with energy markets).  Please check out this Notion document for a full list of sources and journalists: https://horse-quart-a62.notion.site/R... https://twitter.com/Osinttechnical https://twitter.com/NatashaBertrand https://twitter.com/RALee85 https://twitter.com/KofmanMichael https://twitter.com/TommyLundn https://twitter.com/JavierBlas https://twitter.com/JakeCordell
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Jan 12, 2022 • 23min

Narratives, Reflexivity, and Market Go Down

https://kyla.substack.com/p/narratives-reflexivity-and-market https://www.youtube.com/watch?v=kQu5DOpcyaE&t=11s
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Jan 7, 2022 • 42min

Tipping Dominoes in Kazakhstan: Corruption, Uranium, and Crypto

Very excited to have Michael on to talk about Kazakhstan. We discuss the history of the country, the current situation, especially relative to Russia, the state of the energy markets and the impact this could have on oil, the impact it could have on crypto markets, and finally, what could happen next. Michael: https://www.theredlinepodcast.com https://twitter.com/MikeHilliardAus 00:00 - Intro 01:20 - History 10:00 - The CTSO 12:00 - Authoritarian Protests 15:59 - Stability of the Regime 17:15 - Putin’s Response 19:55 - China’s Involvement 22:13 - Uranium Markets 23:27 - Stability of Energy Markets 25:13 - The Lost Dubai 28:08 - Afghanistan 29:38 - Crypto 32:23 - Russia Peacekeeping 35:30 - The Borders 37:58 - Will this happen elsewhere? 40:08 - Final Thoughts
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Jan 6, 2022 • 10min

What is Going on in Kazakhstan?

Please note - this is a really broad and brief overview of what’s going on. I did not go into detail on many important subjects. Please see these names below for more. Researchers/Journalists/Academics https://twitter.com/CreativeCorazon https://twitter.com/EricaMarat https://twitter.com/joannalillis https://twitter.com/Peter__Leonard https://twitter.com/KassenovaNargis https://twitter.com/SchatzEd https://twitter.com/aygeryma https://twitter.com/PaoloBottleneck https://twitter.com/colleenwood_ https://twitter.com/zhapisheva And more, please refer to this: https://horse-quart-a62.notion.site/Kazakhstan-be4178aeac044b588da641c93793887f
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Jan 4, 2022 • 12min

Do Price Controls Destroy the Economy?

Please note, this video is not meant to be any sort of malintent on Dr. Weber’s article, just around price controls and the literature around them. Notes: https://drive.google.com/file/d/1GSOI...
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Dec 29, 2021 • 14min

These 5 Stocks are the Entire Stock Market

Notes: https://horse-quart-a62.notion.site/S... 00:00 - Intro 00:32 - FAANGM 02:21 - Why did this happen? 03:50 - The Beginning 05:59 - Inflation 08:07 - The Reason this Matters 12:42 - Zoom Out   How higher interest rates impact the stock market: https://www.investopedia.com/investin...
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Dec 28, 2021 • 14min

What is Web3? (and why does Jack Dorsey hate it?)

No one really knows what web3 is, but its clear that Jack Dorsey doesn't like it! But why? This question is important to explore, as this is likely the future of how we interact online. #web3 #bitcoin #narratives 00:00 - Intro 00:32 - Brief Recap 02:44 - Narrative 04:16 - Crypto Narrative 04:46 - My Graph 08:33 - Summary 13:03 - Final Thoughts
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Dec 24, 2021 • 32min

Geopolitics is a Mess - Why?

Notes: https://www.notion.so/Week-of-Dec-13-...    Ben's substack: https://benwheeler.substack.com/p/wha... 00:00 - Intro 01:50 - Ben Returns 02:16 - NATO 15:31 - Russia and Ukraine 16:16 - FOMC 26:48 - Cybersecurity 28:38 - Energy Markets 31:06 - Bye Ben 31:31 - Bye Kyla
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Dec 21, 2021 • 23min

Why Don't Things Make Sense?

Main write-up: https://kyla.substack.com/p/tradeoffs...Vitaliks piece: https://vitalik.eth.limo/general/2021...Jack’s piece: https://youngmoneyweekly.substack.com... 00:00 - Intro 01:06 - Tradeoffs  02:32 - Centralization Tradeoff 06:00 - Federal Reserve Tradeoff 08:10 - Political Key Man Risk 08:27 - Apple Tradeoff 09:30 - Cybersecurity Tradeoff 10:15 - Gray 11:41 - Energy Tradeoff 13:54 - Crypto Tradeoff 14:17 - Narrative creation 16:42 - Narrative Resistance 17:20 -  Narrative Disruption 17:51 - Narrative Packaging 18:47 - Dollar Tradeoff 19:44 - Happiness Tradeoff 21:07 - Final Thoughts 22:11 - Bye
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Dec 16, 2021 • 20min

Why The Economy Is Too Hot

A breakdown of yesterday's Fed day in the following format:  1. Pre FOMC (~1 hour before) 2. Post FOMC (~2 hours after) 3. Post post FOMC (~24 hours later)  Can you see the difference? The Fed made the decision to accelerate their taper by $30b a month (meaning that they are going to stop providing so much support to Treasuries and Mortgage Backed Securities) as well as released their dot plot - with 3 hikes in 2022. This was a relatively hawkish call for the Fed - meaning that they see some hotness in their dual mandate of price stability (definitely here) and maximum employment (still some ways to go here, but close).

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