Macro Hang #6: Coming 'Credit Event', Theft of AI Productivity Gains by Fiat, Bitcoin Fixes This
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 Published On Nov 9, 2023

Every now and then, this crew gets together to discuss the current macroeconomic situation, and of course, the role that bitcoin is playing within it.


Given all the crazy shit that's currently going on, I figured it was time for another one.


Luke Gromen popped in for the first time during the second half, to share his valuable perspective. Great to have him.


Enjoy!


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Timeline:

00:00 - Intro
02:40 - Yield Curve Un-inverting, Pointing to Recession / Credit Event
25:15 - MicroStrategy as a ‘Safe Haven’ Alternative?
35:15 - Theft & Financial Repression Is Coming (b/c People Will Ask For it)
41:30 - How We Got Here (The Financial System)
48:50 - The Combination Of Money Printing and AI
1:06:35 - Luke’s Perspective on The Current Macro Situation
1:17:20 - ‘Revaluation’ of Gold (as more ‘Financial Repression’)
1:25:25 - The ‘Event Horizon’ for Bitcoin
1:45:00 - Bitcoin ETF Good or Bad?
2:01:05 - Bitcoin-Friendly Jurisdictions & Bitcoin Atlantis

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