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Jay Pow Pow
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OG JPP
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JayPowPow 1 year ago
@Dr. Jeff listened to you on WBD. Good listen. But seemed like you disagreed with Luke Gromen that after reducing DXY, govt will cap yields. I was curious how you see govt managing debt financing with rising rates, having to roll over $8T? of bonds and deficit at $2T currently
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JayPowPow 1 year ago
@preston why did you and Edstrom stop doing the quarterly updates? I loved you guys together
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JayPowPow 1 year ago
@rand0mguest2 Watched the crossover. Really funny. I've heard the second half will be an IASIP episode that's supposed to focus more on why Dennis is cagey throughout. Worth the watch
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JayPowPow 1 year ago
@rand0mguest2 who could have foreseen chicom centralized govt might be poor capital allocators. Fuck Ray Dalio image
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