I’ve been in full-recluse mode lately, trying to wrap my head around the massive monetary and financial shift that is currently underway… along with its geopolitical ramifications.

The only other macro person I hear talking about it is Darius Dale, so I recently resubscribed to his research service. *Strong recommend*

In short, it’s becoming increasingly clear to me that we (may) have just entered a period of long Global Hard Assets vs short US-based financialized/fiat assets, similar to the 1930s, 1970s, and 2000s.

The investment implications are profound and, likely, long-lasting.

🍿

#FourthTurning

-What’s a movie from the past 25 years that hasn’t gotten enough attention in your view? Something that punches way above its weight. 😇

-The spicier question. What’s a movie from that same time period that is very popular, including kind of in your own social circle, that you think is kind of mid or overrated but it’s too awkward to say, but you’ll drop it in a Nostr comment? 😈