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Lessons of "Number Go Up" - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media ....

El Salvador , Hong Kong , Acklins And Crooked Islands , Alex Tabarrok , Sam Bankman , Changpeng Zhao , Michael Lewis , Tyler Cowen , Alameda Research , Goldman Sachs , Big Short , Zeke Faux , Inside Crypto , Wild Rise , Staggering Fall , Sam Bankman Fried , Axie Infinity , Ronin Bridge , Three Arrows Capital , Voyager Digital , Blackrock Vanguard , Business Model , Sided Markets , Going Infinite ,

Round Trip - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media ....

John Kenneth Galbraith , Howard Marks , Narratives Holding Periods , Context Matters , Curve Inversion , Cam Harvey , Holding Periods , Sided Markets ,

"Glass Half-Empty" Investors - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media ....

Concetrated Markets , Sided Markets , Partisanship Driving Consumer ,

Sussing Out Probabilities - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media ....

Inning Stretch , Sided Markets , Knot So Fast ,

Groping for a Bottom - The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media ....

Good News , Bond Dad , Inning Stretch , Sided Markets , Knot So Fast ,