Let's Appreciate

https://www.youtube.com/watch?v=8IOjZlQuyW4

https://youtu.be/b5SSvl3Uygg As always, this is not meant to be speculation, but rather analysis. And this is a rapidly evolving situation, so this is what we know so far, as well as some potential impacts for the future (especially with energy markets).  Please check out this Notion document for a full list of sources and journalists: https://horse-quart-a62.notion.site/R... https://twitter.com/O...

https://kyla.substack.com/p/narratives-reflexivity-and-market https://www.youtube.com/watch?v=kQu5DOpcyaE&t=11s

Very excited to have Michael on to talk about Kazakhstan. We discuss the history of the country, the current situation, especially relative to Russia, the state of the energy markets and the impact this could have on oil, the impact it could have on crypto markets, and finally, what could happen next. Michael: https://www.theredlinepodcast.com https://twitter.com/MikeHilliardAus 00:00 - Intro 01:2...

Please note - this is a really broad and brief overview of what’s going on. I did not go into detail on many important subjects. Please see these names below for more. Researchers/Journalists/Academics https://twitter.com/CreativeCorazon https://twitter.com/EricaMarat https://twitter.com/joannalillis https://twitter.com/Peter__Leonard https://twitter.com/KassenovaNargis https://twitter.com/SchatzE...

Please note, this video is not meant to be any sort of malintent on Dr. Weber’s article, just around price controls and the literature around them. Notes: https://drive.google.com/file/d/1GSOI...

Notes: https://horse-quart-a62.notion.site/S... 00:00 - Intro 00:32 - FAANGM 02:21 - Why did this happen? 03:50 - The Beginning 05:59 - Inflation 08:07 - The Reason this Matters 12:42 - Zoom Out   How higher interest rates impact the stock market: https://www.investopedia.com/investin...

No one really knows what web3 is, but its clear that Jack Dorsey doesn't like it! But why? This question is important to explore, as this is likely the future of how we interact online. #web3 #bitcoin #narratives 00:00 - Intro 00:32 - Brief Recap 02:44 - Narrative 04:16 - Crypto Narrative 04:46 - My Graph 08:33 - Summary 13:03 - Final Thoughts

Notes: https://www.notion.so/Week-of-Dec-13-...    Ben's substack: https://benwheeler.substack.com/p/wha... 00:00 - Intro 01:50 - Ben Returns 02:16 - NATO 15:31 - Russia and Ukraine 16:16 - FOMC 26:48 - Cybersecurity 28:38 - Energy Markets 31:06 - Bye Ben 31:31 - Bye Kyla

Main write-up: https://kyla.substack.com/p/tradeoffs... Vitaliks piece: https://vitalik.eth.limo/general/2021... Jack’s piece: https://youngmoneyweekly.substack.com... 00:00 - Intro 01:06 - Tradeoffs   02:32 - Centralization Tradeoff 06:00 - Federal Reserve Tradeoff 08:10 - Political Key Man Risk 08:27 - Apple Tradeoff 09:30 - Cybersecurity Tradeoff 10:15 - Gray 11:41 - Energy Tradeoff 13:54 - Cry...

A breakdown of yesterday's Fed day in the following format:  1. Pre FOMC (~1 hour before) 2. Post FOMC (~2 hours after) 3. Post post FOMC (~24 hours later)  Can you see the difference? The Fed made the decision to accelerate their taper by $30b a month (meaning that they are going to stop providing so much support to Treasuries and Mortgage Backed Securities) as well as released their dot plot - w...

Resources for Kentucky: https://www.gofundme.com/f/ukcom-stud... https://wfpl.org/heres-how-you-can-he... https://secure.kentucky.gov/formservi...   Full piece: https://docs.google.com/presentation/...   Full sources: https://horse-quart-a62.notion.site/S...   Helpful videos: What is the Fed: https://www.youtube.com/watch?v=hIQiO...  What is inflation: https://www.youtube.com/watch?v=U6jKb... What...

Full piece: https://kyla.substack.com/p/the-great... Helpful videos: What is the Fed: https://www.youtube.com/watch?v=hIQiO...  What is inflation: https://www.youtube.com/watch?v=U6jKb... 00:00 - Intro 00:25 - CPI0 7:04 - What is the Fed Going to Do? 09:21 - The Stock Market is Not the Economy 10:35 - Evergrande 11:41 - Russia 12:08 - Crypto Regulation 13:46 - What is the economy? 15:00 - Final Th...

Full notes: https://horse-quart-a62.notion.site/R... Ben’s Twitter:   https://twitter.com/D1Wheeler Bens Substack: https://benwheeler.substack.com 00:00 - Intro 00:40 - Some News 01:19 - A Very Brief Overview 03:52 - Why is Putin Doing This? 04:52 - Possible Outcomes 05:10 - What is NATO worried about? 05:56 - US Response 07:40 - Russia and Ukraine 10:36 - The History of NATO and Russia 12:33 - Pu...

ah, Evergrande  Full piece: https://horse-quart-a62.notion.site/A...   powerpoint: https://docs.google.com/presentation/...

RATS!!!! THE STOCK MARKET!!!! Full piece: https://kyla.substack.com/p/the-federal-reserves-wager?justPublished=true 00:57 - The Markets 01:31 - An Interruption 04:02 - Pascal’s Wager 05:19 - Fed’s Wager 10:12 - The Job Market 12:37 - The Bond Market 14:05 - Oil Market 17:26 - Final Thoughts

RATS!!!! ECONOMIC THEORY! I will be talking about Economic theories (starts at 03:09) The news (duh) PLEASE NOTE: This is a brief overview, and there is SO MUCH more to discuss. Think of this as the chocolate chips that make the chocolate chip cookie economic theory - it’s the fundamentals, but there are a lot more ingredients to count for! Full piece: https://horse-quart-a62.notion.site/The-Top-E...

RATS!!!!  Crypto 101  I will be talking about * web3 * Blockchain * Cryptocurrencies * Ethereum drama * and how to join  Full piece: https://www.notion.so/Crypto-101-Guid... 00:00 ​​​​ - Intro 00:44 - what web3? 01:51 - web3 in action 02:14 - Blockchain 04:24 - What does all that mean? 05:05 - Blockchain Ecosystem 06:14 - Consensus Mechanisms 07:20 - What is money? 08:44 - Bitcoin 09:43 - Ethereum...

ATS!!!! The state of energy markets and some geopolitical tensions thrown in! Ben’s Twitter: https://twitter.com/D1Wheeler Full piece: https://horse-quart-a62.notion.site/Iran-Nuclear-Deal-9b2dcbfc11a3473096059b4792207a2e 00:00​​​​ - Intro 01:13 - Iran Nuclear Deal 05:17 - What does this mean for oil markets? 09:09 - Green Energy?? 09:40 - Energy Prices in Europe 11:56 - Hi Ben 12:37 - What’s goin...

Weekly rambles Full piece: https://kyla.substack.com/p/whats-going-on 00:00​​​​ - Intro 00:46 - Energy Markets 04:28 - Europe 05:25 - Turkey 05:59 - The United States 11:51 - Jerome Powell 13:20 - New Covid Strain 14:53 - On Optimism A Small Note of Gratitude I am acutely aware of how much support I’ve had - no one has ever had to show me the kindness that I’ve received over the past few months an...

What is going on in oil markets???  Full notes: https://horse-quart-a62.notion.site/W... Alex Good (goodalexander: https://www.youtube.com/watch?v=m70Bc... )

Everything you need to know about the Old/New Fed Chair!!  Full notes: https://horse-quart-a62.notion.site/F... 00:00 ​​​​ - Intro 00:17 - Who is the new Fed Chair? 00:53 - What does the Fed do? 02:58 - What happened today? 04:51 - Brainard vs Powell 05:32 - why the politics 08:20 - Whats next? 09:51 - What happens if they raise rates? 11:06 - Final Thoughts

Some thoughts on being bullish humanity.  Full piece: https://kyla.substack.com/p/being-bul... Topics covered this week on Everything You Need to Know The Huge Opportunity in DAOs The Infrastructure Bill (and the history of the U.S. Government w Ben Wheeler!) The Most Important Inflation Metric That You’ve Never Heard Of What Could Crash the Housing Market  A New Fed Chair!!!! There will be a new...

Everything you need to know about the Housing Market!  full notes: https://horse-quart-a62.notion.site/H... Current state of the housing market MONTHLY NEW RESIDENTIAL CONSTRUCTION, OCTOBER 2021: Housing starts slipped 0.7% to a seasonally adjusted annual rate of 1.520 million units last month. Permits for future homebuilding increased 4.0% to a rate of 1.650 million units in October. Starts have...

Everything you need to know about the Baltic Dry Index!   What is the BDI? BDI is simply daily dry bulk shipping rates— which reflect the supply/demand of dry bulk vessels. It's an index which measures the average cost of leasing ships to transport ‘dry bulk’ cargo (I.e. coal, iron ore, grains, etc). It measures costs of transporting various important raw materials by sea (e.g. coal, iron ore, gra...