Make Sense of Jobs Data, plus Deflation is Back - Daily Live 2.7.23 | E314 Talking about the Jobs Report's effect on Chairman Powell's recent interview. Then we get into the SLOOS data showing credit contraction.
The Bitcoin Scaling Debate is Back - Daily Live 2.6.23 | E313 Discussion about the Ordinal debate in Bitcoin, as NFTs and scaling. We also touch on the China Spy Balloon story.
No, A Dollar CBDC is NOT Coming - Daily Live 2.3.23 | E312 Brief comments on the China spy balloon, Ripple's SEC lawsuit, and then mainly about why a US CBDC is not coming any time soon.
Important Takeaways From Fed's Rate Hike - Daily Live 2.1.23 | E311 Live reaction to the Federal Reserve's FOMC policy decision, while watching markets like stocks and bitcoin.
Peak Oil Demand and a Defense of CPI - Daily Live 1.31.23 | E310 After a much deserved laugh, we get into Peak Oil Demand, followed by a discussion of CPI as open source or not.
Disbelief Stage, No Recession, Culture vs Technology - Daily Live 1.30.23 | E309 Bull market in 2023, recession worry is overblown, macro theory, Ray Dalio and bitcoin as gold alternative, culture versus technology
Global South, Zoltan, and Betting on Communists - Daily Live 1.27.23 | E308 Review of the bitcoin market and cycle, then destroy Zoltan Poszar's ideas of a China led international order.