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Transcript
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"