Supply Chains by the Numbers - FED97
Demand destruction, supply chains getting better, and inventory glut in the US.
Podcast
E243 Video
Energy Crisis and Recession | A Reaction to Peak Prosperity - E243
I cover a lot of ground in this episode, including basic economics of complex systems, the central planning fallacy, US oil production, the peak oil fallacy, and contrast a pessimistic macro outlook and an optimistic outlook.
Biggest mistake Boomers make about Bitcoin, Confuse it with Crypto - E242
A podcast episode reacting to common criticisms of bitcoin from a financial professional who just doesn't get it yet.
E242 Video
Maximalism Works, NFTs Don't - E241.1
Clown World topics like Ripple's Garlinghouse complaining that Bitcoin Maximalism is working in DC, and the implosion of the NFT delusion
New Investment Narrative for Bitcoin - E241
The concept that the inflation-based investment thesis for bitcoin is dangerous and alternative points that form a better more sustainable thesis.