Podcast Episodes

Housing’s Next Act: The Fed Can Cut, But Not Save It

To investors,

The housing market is widely seen as a key input for what happens in the US economy and how the Federal Reserve decides monetary policy. I asked one of my favorite X accounts to put toge…

Published on 2 weeks, 6 days ago

The Vibe Shift Will Save America

Today’s Letter Is Brought To You By A Golden Visa for the Bitcoin-Forward Investor!

Bitizenship helps Bitcoiners secure EU residency and a path to Portuguese citizenship, without abandoning their long…

Published on 3 weeks, 2 days ago

Trump Tanked The Market & Then He Revived It In A Single Weekend

Today’s letter is brought to you by MoonPay!

Join over 30 million users who trust MoonPay as their universal crypto account.

We make it easy to buy and sell crypto in over 180 countries, with no-to-low…

Published on 3 weeks, 3 days ago

The Architecture of Debasement: Anatomy of the Fiat Illusion

To investors,

It seems the “debasement trade” is the talk of financial markets, so I asked one of the brightest minds I know to put together a guest post on what is really happening right now. This pe…

Published on 3 weeks, 6 days ago

Weak Labor Market Will Push Asset Prices Higher

To investors,

The Federal Reserve cut interest rates in September under the guise of addressing a weakening labor market. It didn’t matter that data suggested the Fed should have been cutting rates mu…

Published on 4 weeks ago

The Legends of Finance Are Very Bullish

To investors,

The legends of finance have been out in full force this week. They are giving interviews left and right, but the message is very clear — US financial markets are in a bull market.

First, …

Published on 4 weeks, 1 day ago

Assets Are Going Higher Because Trust Is Falling

To investors,

Citadel’s Ken Griffin dropped a harsh truth in an interview with Bloomberg yesterday:

“We’re seeing substantial asset inflation away from the dollar as people are looking for ways to effe…

Published on 4 weeks, 2 days ago

Bitcoin Will Shine In The Debasement Trade

Today’s letter is brought to you by MoonPay!

Join over 30 million users who trust MoonPay as their universal crypto account.

We make it easy to buy and sell crypto in over 180 countries, with no-to-low…

Published on 1 month ago

Things In Motion Tend To Stay In Motion

To investors,

The US government shut down earlier this week and market commentators predicted excruciating pain in financial markets. The exact opposite has happened though. Adam Kobeissi points out t…

Published on 1 month ago

The Perfect Storm for Gold

Today’s Letter Is Brought To You By The Millerman School, studying Plato’s Republic!

If you want to better understand the human condition and current events, and establish a solid foundation for your …

Published on 1 month, 1 week ago