Comments
Transcript
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RMIdea packed tremendously interesting insights! Love to see him again. Hobart talks very fast. Would benefit from 3/4 speed. Pearson's mike sound quality was muffled.
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DDSomewhat surprised to see the number of negative comments. I for one enjoyed it immensely and came away with a lot of interesting ideas and things to ponder, will definitely rewatch again after I've had time to digest it a bit. However I suppose flow and structure could have been better and this is what perhaps put some people off.
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JMgreat interview
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PMThis is the first Real Vision video I’ve seen where I feel I actually know less after watching than I knew before.
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MJGreat to see Bryne on here! Been reading this newsletter for some time now.
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JS80% probability that BTC goes to zero. LOL
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DSThis is a rare case here on RV where putting kittens inside the video would have actually helped. Chaotic hour, starting by random thoughts about bubbles, followed by Steve Jobs clothes, 2 sentences on Norway, the history of Facebook... He does win the award for fastest speaker though
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JTI remember how expensive the school bookstore was in my undergrad years. I'd often wait till classes started and call a number someone would leave on the door to purchase his used book. Amazon had a lot of competition in this area. We had plenty of creative advertising like free bookmarks passed out with comical pictures and used textbook sites written on them among other things. Bigwords.com and a bunch of others.
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NCThis gentleman thinks Michael Saylor can do anything he wants. Is that so? I believe Saylor has a board he has to answer to. Is that wrong?
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NCWhy do so many RV folks seem to be recording from a closet in an empty apartment? Do they not have time to buy furniture or wall hangings?
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ASI can recommend the paper "Manias and Mimesis" by Huber and Hobart.
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OTVery interesting
Chapters
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Bubbles, Monopolies, and Copycats
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Historical Analogies to the Present Period
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Big Tech, COVID-19, and China
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The Fall of Empires and Thoughts on Fiscal Stimulus, MMT, and Healthcare Policy
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The Right Way to Think about Real Interest Rates and Stagflation
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Optionality, Airbnb, and Tech Journalism
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The Crypto Landscape and Valuation of Bitcoin
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The "Straussian Reading" of Jerome Powell and the Federal Reserve
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Closing Thoughts on SPACs and the "Supply Chain of Information"