Best of September 2022: podcasts, books and articles
Key theme: cash is king
The European Energy Crisis: What Comes Next?
Key takeaway: nuanced debate on just how bad the gas crisis is for Europe. If you don’t have the full 2 hours, recommend skipping first hour, or even first hour and fifteen minutes, of this one.
Ringside Chat with Louis-Vincent Gave
Key takeaway: when governments sell: buy. Bullish case for emerging markets.
Grant Williams on Truth, Trust and Choice
Key takeaway: the mindset that worked for the last 40 years in investing is not going to continue to work in the future.
7 things I learned in Zimbabwe
Key takeaway: even when things are going horrible, there is still opportunity. Also, don’t drive a flashy car.
FinTwit Is Absolutely Ridiculous With Tom Canfield
Key takeaway: trading is 100% a confidence game. Themes have more power than an individual stock. This conversation is a real banger. Excellent.
Key takeaway: energy stocks have been left for dead. Good investment?
Sven Henrich: A Restrictive Fed Has Changed EVERYTHING For The Markets
Key takeaway: good summary of where we’re at in the cycle
Key takeaway: the decline of an empire produces insanity. A brilliant essay.
What is Liquidity and Why Does It Matter?
Key takeaway: markets are a refinancing mechanism, not a financing mechanism. Also, liquidity leads prices. Pay attention to liquidity.
Lithium Market Fundamentals and Outlook
Key takeaway: lithium demand is set to skyrocket in the coming 10 years. Really interesting interview even if you don’t plan to invest in lithium.
Francis Hunt: US dollar dominance will destroy current system and bring in a new financial order
Key takeaway: the destruction of the world is not an accident. Watch this interview and make up your own mind you think Francis is right.
How Europe Stumbled Into an Energy Catastrophe
Key takeaway: You can’t print molecules
Clash of the systems report, by Chris Macintosh
Key takeaway: BRICS forming new currency system backed by “stuff.” Western world in turmoil
Lead-Lag Live: What Is A Broken Market Structure Saying With JJ
Key takeaway: liquidity is king. You don’t buy stocks, you liquidate them! This is a banger, can’t believe this stuff is free
Hugh Hendry on central bank propaganda, the next crisis, eurodollar market and the art of panicking
Key takeaway: this next crisis could be worse than 2008. Also, an excellent overview of money creation and Eurodollar system
Haymaker episode #2 with Vivek Ramaswamy
Key takeaway: brilliant exposition on ESG fraud / corporate bullshit
Learn From My 15 HUGE INVESTING MISTAKES!!!
Key takeaway: don’t make these mistakes, if possible
Is the Global Monetary System Broken? with Jeff Snider
Key takeaway: another excellent overview of how the global financial system actually works, from the king of the Eurodollar Jeff Snider
Lead-Lag Live: A Bear Market Like No Other With Mark Newton
Key takeaway: technical analysis for the win
Key takeaway: musings on where we are in the cycle
Lead-Lag Live: The Sword Of Inelasticity With Michael Kao
Key takeaway: how inelastic supply can effect prices
Key takeaway: the central banks have done the American economy a tremendous disservice
