This was a good one.
@qthomp was roasting this week and getting roasted too.
🚀 ICYMI: All Roads Lead To Debasement
We Discuss:
🔶 NFP & unemployment surprise
🔶 Impact of anti-immigration policy
🔶 What the BBB means for the deficit
🔶 Both political parties are terrible
🔶 EM-ification of the US & more!
Timestamps:
00:00 Cold Open
04:00 Bullish NFP?
08:25 Ads (Aptos)
11:12 Anti-Immigration Impact
17:32 Wage Growth, Yields & Controlled Demolition
21:22 BBB Passed, Now What?
26:40 Ads (Aptos)
27:32 Both Sides Are Terrible
34:32 High-Yield Credit
37:17 Get Out on the Risk Spectrum
39:52 Active Treasury Issuance Greater Than QE
41:37 The Problem is Getting Worse
44:12 All Roads Lead to Debasement
46:58 Crushing Global Labor
48:52 DXY & the End of Central Banking
51:47 EM-ification of the US
54:12 MSTR & BTC Volatility
58:44 Seasonality, Leverage & Momentum
01:01:32 Symptoms of a Failed System
01:08:50 Buying vs Renting
01:13:28 Final Thoughts
@Tyler_Neville_ @qthomp @fejau_inc
Links Below ↓
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