A few months ago, I got the opportunity to sit down with @balajis for a conversation on the @ns podcast. We talked about a # of structural issues within macro - a full table of contents & the conversation is below; a YouTube link can be found below that. Thx for having me on!

NS
@ns
12-30
The US military supply chain is made in China. The US tax base is derived from the stock market.
Luke Gromen analyzes the collision between the Fed’s financial video game and the physical economy.
6:43 - The Unified Luke Theory of the World
10:30 - The currency of BRICS is
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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