ICYMI: The Great Ponzi-fication Of Markets We Discuss: 🔶 The Golden Age of Grift 🔶 Why bonds are broken 🔶 The “Fire Powell” trial balloon 🔶 Japan risk repeat 🔶 Hedging for the summer Timestamps: 00:00 Introduction 02:54 Shrub Portfolio 07:47 Macro Setup 12:36 Ads (VanEck, Aptos) 13:56 Yields Too High? 16:33 Bessent & QRA 18:53 “Fire Powell” Trial Balloon 20:53 Trading The Ponzi 24:48 Japan & Inflation 26:41 Who’s Gonna Buy The Bonds? 33:24 Are Recessions Over? 34:18 Ads (VanEck, Apotos) 35:42 Are Recessions Over? 36:34 Weimar Endgame 38:58 Coldplay Affair 40:41 Volatility, Hedging & Hedge Funds 47:09 Inflation vs Growth 49:52 Trump Risk & Grift 54:13 “Democratizing” Finance 56:36 Crypto Treasury Companies 01:04:07 Why Do You Own Things? 01:05:05 Final Thoughts @agnostoxxx @Tyler_Neville_ @qthomp @fejau_inc Links Below ↓