Great podcast with Mark Dow. He's been bullish since Oct. 2022 for two reasons: the Fed doesn't have as much control over money printing as it used to, and healthy household/corporate balance sheets means no forced deleveraging.

Great podcast with Mark Dow. He's been bullish since Oct. 2022 for two reasons: the Fed doesn't have as much control over money printing as it used to, and healthy household/corporate balance sheets means no forced deleveraging.

https://www.youtube.com/watch?v=KF7EkekBt_M

JD candidate interested in patent law, urbanism, nature, and biotech

Also re gold (and Bitcoin?), argues that recent rise is NOT due to inflation and debt concerns, it’s due to countries like Russia and others diversifying out of dollars.