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Conversation #5: Principles of the Madhouse
From his tropical Acid Capitalist HQ, Hugh Hendry stops by for an engrossing conversation with Jeff. Join the pair as they filter through a matrix of red and blue pills to figure out what happens where macro meets investing from outside of one’s own head.
Conversation #4: Inside One of the Most Important Moments In Monetary History
LTCM was an iconic hedge fund which became a household name for all the wrong reasons. Its last days in business would be some of the most consequential in modern monetary history. Jim Rickards was there right in the middle of all of it and he visits with Jeff to talk about what actually went down and what it all really meant.
Let It Flow - Part 1
We are taught to think and talk about money stock - and only money stock - on the few occasions the topic ever comes up. The printing press is, they say, all it takes. History shows it isn’t about how much money is available, rather how much available money circulates. The world runs on flow not stock and we have to do everything we can to let it.
