IN THIS EPISODE, YOU’LL LEARN:
- 01:22 - The numbers around federal interest expense and rising interest rates.
- 23:58 - Mike's thoughts on the broad money supply being the best way to measure inflation.
- 28:36 - A comparison between now and 2007.
- 34:51 - Explaining reverse repo in a simplified way.
- 47:23 - How do countries use reserve to defend a currency and does the countries size matter?
- 48:07 - Why currency spreads are making it hard to service dollar denominated debts.
- 54:47 - Is this time different?
- 58:25 - Is the 50% attack vector even worth worrying about?
- 01:03:03 - Mike Stroup's background.
- 01:04:18 - Mike and Preston share military pilot stories.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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The charts from the show.
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