Let's Appreciate

full piece: https://kyla.substack.com/p/data-versus-reality

full write up: https://kyla.substack.com/p/the-vibecession-the-self-fulfilling

Full write up: https://kyla.substack.com/p/people-ar... I think we often forget that the economy is really a bunch of people peopling around and trying to make sense of this world. So it’s going to be silly and dumb because people are silly and dumb.  I don’t know. I think it’s frustrating and it’s also okay to *be* frustrated. That’s part of where action comes from. And just like the Fed, we have...

full write up: https://kyla.substack.com/p/do-we-need-a-recession?s=w youtube https://youtu.be/7j8IqZ2DTmU

Full piece: https://kyla.substack.com/p/food-insecurity-and-the-baby-formula?sd=nfs DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall consti...

Full write up: https://kyla.substack.com/p/ust-and-usd-everything-is-monetary?s=w   Terra notes: https://www.notion.so/Terra-c666bd2252eb4a6a82ccdfe4140b64e7   I want to highlight that a lot of people lost a lot of money from this. It’s scary. If you need help, please talk to someone. You are not alone.

https://kyla.substack.com/p/dichotomy-in-the-golden-age-of-fraud?s=w

full article: https://kyla.substack.com/p/solutions-are-the-problem?s=w

https://www.youtube.com/watch?v=zjvuZLxZBlo&t=1s

00:00 -  Intro 00:47 - Disruption of the Grindset 01:56 - Disruption of the Home 05:27 - Disruption of Stability 07:33 - Dollar Dominance 08:59 - Forced Changing of Structural Homogeneity 10:33 - Crypto? 12:53 - Wealth Inequality 13:31 - Supply Chain Overload 14:28 - China 15:22 - Globalization 16:21 - Inflation 16:58 - Elon Musk 19:14 - Final Thoughts full piece: https://kyla.substack.com/p/the-d...

Check out Joey here: https://twitter.com/JosephPolitano  His newsletter: https://apricitas.substack.com  My newsletter: https://kyla.substack.com   Q&A WITH JOEY!  We answered some crowd sourced questions, and here are the video version of our answers. This video is broken into three parts:  1. Intro  2. Greatest Hits  3. Full Q&A    I wanted to include a greatest hits for those who just w...

full write up: https://kyla.substack.com/p/the-distortion-and-disruption-of?s=w  Our lives are mostly a result of the content that we interact with. We are (sort of) an average of the five people that we spend the most time with. The things that we read and watch and the people we talk to end up shaping our world.  And that is compounded by !algorithms! that *also* determine how we see the world....

Check out scoot science here: https://www.scootscience.com

Back with Ben to discuss the war after one month.

Full write up https://kyla.substack.com  This is Part 1 of a Two Part food and commodity inflation series. I wanted to intro Scoot as a solution, and will follow up with a broader macro piece on Friday! Check out Scoot here: https://www.scootscience.com Disclaimer: This is a sponsored post with Scoot Science. As I’ve outlined in many of my pieces, we cannot have green energy policy without green e...

https://www.youtube.com/watch?v=DhYC1xL1I-k Brought to you by AssetDash Stop checking multiple investment accounts and crypto wallets, and track everything in one place with AssetDash. AssetDash supports everything from NFTs to DeFi to stocks and more. It also supports every major crypto exchange, brokerage, blockchain, and crypto wallet. You can receive notifications and insights about your inves...

https://kyla.substack.com/p/taking-some-sense-to-make-a-nickel?s=w

Fortress Russia, sanctions, energy markets, agriculture, financial globalization

Please follow these researchers and journalists:   https://twitter.com/i/lists/149685791... Please donate here if you can: https://www.notion.so/Donate-1b8dccdf... Ben and Kyla's previous video on this: https://www.youtube.com/playlist?list... Kyla's Research  Update on Russia and Ukraine: https://kyla.substack.com/p/update-on... Brief Update on Russia and Ukraine: https://kyla.substack.com/p/a-br...

00:00 - Intro 00:27 - Simplify 00:53 - Credit Markets 02:40 - Corporate Bond Structure 04:03 - Things Bad 04:50 - Bond Risk 06:59 - Measuring Bond Risk 08:27 - Credit Spreads 10:20 - Corporate Bonds 14:14 - What's going on rn 16:07 - Final Thoughts

Notes https://www.notion.so/Russia-Update-2... 00:00 - Intro 00:30 - Brief Update 00:56 - Positioning 01:32 - Cybersecurity 01:52 - NATO 02:31 - China and Russia 02:54 - More positioning 03:16 - Crypto 03:29 - Energy 03:43 - Outcome 04:10 - Ben 13:45 - Final Thoughts

https://kyla.substack.com/p/irrational-idealism-inflation-and

video: https://www.youtube.com/watch?v=Wnjvp1s1vZU research: https://kyla.substack.com/p/the-polarization-of-crypto-narrative

Full piece here: https://www.notion.so/Jan-28-Natural-...   natural gas, volatility in the energy markets   00:00 - Intro 00:55 - Revenue vs Fuel 01:57 - Russia and Europe 03:18 - Oil 04:43 - Potential Solutions 05:34 -Russia’s POV 05:57 - Market Mechanics 06:22 - Crypto 07:06 - Coal 7:57 - Final Thoughts

Notes: https://www.notion.so/FOMC-notes-13b6... 00:00 - Intro 00:41 - Brief Context on Fed 02:04 - Structure of a Fed Meeting 02:40 - Rate Hikes 03:43 - Balance Sheet 04:55 - Market Response 06:59 - Speedy Fed 08:42 - What's next?