Is anyone but Mike Mcglowan saying we're going to have a massive recession and asset price collapse soon?

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We will if rates go to 1% and they print more while using the savings for war... 🤣

Fingers crossed. I've got thresholds to cross.

Jeff Snider. Melody Wright.

Do you find them good sources? If so Ill take a listen

Very educational. But both severely underestimate the power of the machine to keep the music on

That's my thought on it. They are adding chairs to the deck of the titanic and bailing out hard.

Yep. IMO one thing most analysts will miss will be the ability of stablecoins to export inflation to the ROW… also how fast the long end of the curve will go down in interest rates due to passive bond fund structures.

We're going to export so much inflation they're going to call us United States of Helium.

Yep…