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On today’s show we discuss:
- 2001 Pentagon defense report on the future
- Russian swaps signal a 56% chance of defaulting
- Matt Levine’s take on Russia
- Re-Visiting the 1998 bear market (2016)
- Three ways to win during a market correction
- Strategy for war-time investing
- Charting a Black Swan Risk
- SPACs aren’t living up to promises
- Is the 5-day work week dying?
- Using credit card rewards for rent
- Beating inflation, alternative assets & simplifying your finances
- Housing supply is coming back very slowly
- Roku earnings
- Teledoc earnings
- Home Depot earnings
- Coinbase earnings
- Block (Square) earnings
- Berkshire shareholder letter
- Fastest inflation since 1983
- Why crypto acts like a risk asset
- Ken Griffin on crypto
- Russia can’t use crypto
- Ukraine can use crypto
- Did WSB actually bring down Melvin?
Transcript here:
- Audiograph
Recommendations:
- Tribe by Sebastian Junger
- Severance
- 10 Things I Hate About You
- Why We Don’t Learn From History by Liddell Hart
- Wealth, War & Wisdom by Barton Biggs
- The Nineties by Chuck Klosterman
- Free Guy
- The French Dispatch
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