Foreword
This is a quick note, which tends to be just off the cuff thoughts/ideas that look at current market situations, and to try to encourage some discussions.
Wealthion just released a great interview this weekend, that I feel is well worth watching.
As usual, a reminder that I am not a financial professional by training — I am a software engineer by training, and by trade. The following is based on my personal understanding, which is gained through self-study and working in finance for a few years.
If you find anything that you feel is incorrect, please feel free to leave a comment, and discuss your thoughts.
Lance Roberts
In this, Adam and Lance talk about recent macro economic issues, possible resolutions, and general positioning strategies with such high uncertainty in the markets. For those who haven’t read it before, I wrote on something similar to one of the topics discussed a long time ago — Death of price discovery?
Even if you don’t have the time to sit through the whole 1hour+ (protip: Watch at 1.5x speed), you should at least listen to the ~10minutes from the 56m to around the 1h 5m mark, where Adam and Lance talk about the idea of permabears. This is something particularly close to my heart, because that’s a label some people who don’t seem to be very in tuned with macro economics like to hurl around.
Janky Thoughts 