Sublime

I am convinced that my entire generation needs to watch this video of the CEO of Blackrock https://t.co/VBR1XsyTWm

❗️ $PLTR CEO new full interview in Dubai (triggered): https://t.co/9g8E0hdYWj

Inflation, collapse, and a monetary reset – this is the storm we are in now, says @LawrenceLepard. In Part 2, @MichelleMakori presses Lepard on the Fourth Turning: - Why every fiat experiment ends after 40-50 years - Why today’s crisis will be “dramatic and large” - Why insiders from Dalio to Tudor Jones... See more

Mike Green at Logica Capital, although I think he's becoming required reading/listening now.

Good interview of Dan Sundheim by @collision: https://t.co/xTgSjf3NTi, featuring stock market performance (why does it outperform GDP?), irrational volatility aversion, and inflation hedges.

Treasury Secretary Scott Bessent told the NY Economy Club: “The first time I went to see President Trump he looked at me and said ‘how do we get this debt and deficit down without killing the economy?’ ... I’ve been thinking about this for 18 months and [the way to do it is] the transition from a public sector to private sector [driven economy]…... See more

Major Financial Headlines this Week: 1) 'Gold Standard Bill' introduced by three US Congress members to stabilize the dollar's value 2) Chinese Yuan replaces US dollar becoming the most traded currency in Russia 3) Former President Trump says China will probably... See more

New episode with @tylercowen. We talk about Tyler's implicit theology, literature in translation, Jonathan Swift, Peter Thiel, The Sopranos, NGDP targeting and a whole lot more. Links below -- https://t.co/mRQyyAesa4