January 1, 2023: New Year’s video binge – The Global Everything Crisis

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.

Money & Macro Talks interviewed one of my favorite YouTubers (Patrick Boyle) about a variety of financial topics that I’ve touched on in the past. Certainly worth a listen if you are interested in finance.

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.

Boyle, oh Boyle!

Related posts I’ve made in the past on topics discussed (in the order they are discussed in the video):

Efficient Market Hypothesis

Save Banks First

Genius level stock trader

All Money is Debt

Regulations

Price vs Value

Stock Clubs

In the vein of crises in the financial markets, I’ve recently picked up some puts on various assets for the new year. You can see part of my portfolio (1 out of 10+ brokerage accounts) with Stock Clubs, an app I’ve invested in.

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