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May 18 β€’ 8 tweets β€’ 5 min read
Didn't have time to watch the full episode of The Daily Briefing with @leadlagreport & @AshBennington?

Here's a 🧡 to get you caught up.

1/8 "Believe me when I say this, the #stockmarket will break #inflation faster than the #Fed."
2/8 The Fed & policy rate normalization πŸ‘‡

"...No amount of intelligence increases the clarity of one's crystal ball..."
3/8 @leadlagreport on crashes πŸ‘‡

"When you have so much leverage, the risk is not that the Fed is late to hiking rates. The risk is that the market crashes and they have to then re-lever it up again."
4/8 "Overconfidence leads to leverage. Leverage leads to crashes."
5/8 "The narrative that housing has to stay elevated because of this housing shortage is complete and utter nonsense."
6/8 "...The best thing to do is go through pain... You're talking about decades of a mismanaged economy that was never really full of capitalists, that decided that debt didn't matter..."
7/8 @leadlagreport on #crypto πŸ‘‡ #Terra_Luna

"...People suddenly realizing that #stablecoin is a great marketing term, but there's nothing stable about it."

"I don't think a lot of the #BTC maxis have really thought through the implications of words..."
8/8 Final thoughts...

"Betting on the end of the world is a very hard trade, because it only happens once."

β€’ β€’ β€’

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More from @RealVision

May 20
Let's talk about the future of media & #Web3

.@sergitosergito takes over .@RaoulGMI's spot on today's episode of Adventures in #Crypto and dives deep into #NFTs with .@farokh πŸ‘‡
.@farokh on the transition from Clubhouse to Twitter...
"For me, utility is very broad. It can be anything that adds value to me as a holder..." - @farokh talks with .@sergitosergito about this key concept within the #NFTCommunity
Read 4 tweets
May 20
4 must watch clips from today's Daily Briefing with @biancoresearch & @AshBennington.

"The #FederalReserve wants you to lose money. They need you to lose money in order for #inflation to come down."
"This is not don't fight the Fed, this is the #Fed is your enemy out to kill you..."
Politicians and rationality... Really just depends on how close we are to the next election.
Read 4 tweets
May 20
"Central banks believing their own bulls#it, is the thing we have to worry about most..."

@darioperkins joins @RaoulGMI for a fascinating discussion on his vision of the world moving toward a "tangible economy," and how it may impact everything from growth & rates to #inflation.
So, what is this "tangible economy" that @darioperkins speaks of?

πŸ‘‡πŸ‘‡πŸ‘‡
What will this "tangible economy" look like? Where is the opportunity?
Read 6 tweets
May 17
They call the #USD a wrecking ball... Why? What does it do that causes so much destruction?

What drives the price? Why is it πŸš€?

Who better to explain than the mind behind the #Dollar Milkshake theory, @SantiagoAuFund!

LIVE w/@AshBennington at 6PM ET πŸ‘‡
rvtv.io/3NntjZg
If you haven't seen it yet, here is the original video where @SantiagoAuFund talks about the Dollar Milkshake Theory.

Filmed on May 29, 2018 in San Francisco

And here is a follow up video where @SantiagoAuFund revisits the theory.

Filmed on September 14, 2019 in Grand Cayman.

realvision.com/shows/the-expe…
Read 4 tweets
May 17
In response to Russia's invasion of #Ukraine, the 🌎 came together & weaponized financial systems against #Putin & his associates.

There's a problem though... The legal system that protects us all has been undermined.

It's β€œvery hard to put Humpty Dumpty back together again...”
What will kill this bull market? It won't be the Fed...
@dailydirtnap & Louis Vincent Gave of @Gavekal join forces to explore everything from the consequences of war in Eastern Europe & high energy prices to deglobalization, #supplychains, Fed policy & the perils of weaponized financial systems.

"#CPI will be 10% in September..."
Read 4 tweets
May 16
The Fed had a chance to act. They didn't. Now, we're staring down the barrel of recession...

@DiMartinoBooth & @biancoresearch join forces to explore the fate of the 🌎 economy as #inflation rips across the planet & central banks try desperately to tame it.

🧡 πŸ‘‡
Let's start at the beginning... @DiMartinoBooth talks about what it was like working at the #Fed.

"It caused me to write a book."
The Fed was not able to generate inflation. Fiscal spending on the other hand, well, that's a different story...

"...You inject that kind of money directly into checking accounts, you're going to generate the mother of all inflations." @DiMartinoBooth
Read 5 tweets

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