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Today's episode was recorded Monday, February 13th, prior to the CPI drop on the 14th. I think the conversation is still valuable to learn how to think about CPI and these monthly rituals we go through. I get into how to think about prices in a deglobalizing world.
The last topic of the show today is the crackdown on Binance USD and Paxos by the New York Department of Financial Services (NYDFS). Enjoy.
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