Episode 14
Can't spell stagflation without oil and gas
May 8th, 2022
1 hr 29 mins 48 secs
Tags
About this Episode
Pre-show Tease
- The Roblox saga continues
News
Mainstream
- Funny Verge article laughs at various flavors of bitcolin maximalism at Bitcoin 2022
- Warren attacks Fidelity plan to add bitcoin to 401k(k) plans
Economics
- Economics Mini-Series: Three articles to grok the current monetary and energy transition
- Lyn Alden's epic What is money? condenses 5000 years of monetary history into a half hour read
- Understand previous monetary transitions so the current one doesn't surprise you >The Swiss dropped their gold standard when I was twelve years old, which was six years after Amazon was founded, and three years before Tesla was founded. The fiat/petrodollar standard is only four times older than bitcoin, and only two times older than the first internet browser. That’s pretty recent when you think about it like that.
- Lyn Alden's Investing during stagflation
- The last 20 years of low interest rates are bad experience for understanding high interest rate/high inflation investing
- Arthur Hayes' Doom Loop is worth a second read, plays out the trades that lead to million dollar bitcoin
- Government Debt Spiral + energy crisis = YCC
- High inflation US, Breakup of EU, China divests dollars into energy, gold, btc?
- China's savings is a big problem
- Lyn Alden's epic What is money? condenses 5000 years of monetary history into a half hour read
Energy
- Chris can finally stop caring about energy misinformation and just hand out Lyn's bullish energy market forecast
- Febuary story about the failure of Spain's solar subsidy program
Tokenomics
- Lyn Alden took the time to quantify how much volatility it will take to break the TERRA-LUNA peg and how selling bitcoin reserves could trigger a market crash
- Solana needs another restart, POS is going great!
- NFT activity is flatlining surprising no one who took 10 minutes to think about the fundamentals of 'non-fungible tokens' HINT: the key is 'non-fungible'
- See the raw data here
Bitcoin Education
- A boost suggest we look into open timestamps
Feedback
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Corrections
None today!
Outro
- Podcasting 2.0 to support an indepenent podcasting ecosystem
- The Fountain podcast app
Sponsors and Acknowledgements
Music by Lesfm from Pixabay
Self Hosted Show courtesy of Jupiter Broadcasting