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Deep-DivesGlobalCurated insights across markets, macros, history, and intelligenceShowing 21 of 21
Distilling high-signal intelligence into digestible insights.
Deep-DivesGlobalShowing 21 of 21
> "we are at the brink of a total collapse of the whole system" - **Marc Friedrich** [[00:01:13](https://youtu.be/qCndlsHG7nw?si=fWMuSmJu1sRwTO-m&t=1m13s)] > "every crisis since the late 80s Greenspan started it Bernanke all of the FED chairmen did the same... they never solved the problems they're always just put money on it and pushed it in the future" - **Marc Friedrich**…
> "power is what matters if you can make bullets and guns and the other side's got good arguments" - **Michael Every** [[00:00:34](https://youtu.be/zOdJYlh6eOA?si=IdCmMARrv9EtY7yy&t=0h0m34s)] > "if we have the Titanic snap and technically it splits in two and part of the ship actually goes higher as part of sinking that's a technical irrelevance to me where the light boats is the question gold is the lifeboats" -…
"we are at the brink of a total collapse of the whole system" - Marc Friedrich [00:01:13]
"every crisis since the late 80s Greenspan started it Bernanke all of the FED chairmen did the same... they never solved the problems they're always just put money on it and pushed it in the future" - Marc Friedrich…
"power is what matters if you can make bullets and guns and the other side's got good arguments" - Michael Every [00:00:34]
"if we have the Titanic snap and technically it splits in two and part of the ship actually goes higher as part of sinking that's a technical irrelevance to me where the light boats is the question gold is the lifeboats" -…
"If governments wanted to go to gold they already could... the only thing that matters is the capital stack of fiat." - Brent Johnson [00:18:15]
"Gold is the natural historical hedge against... credit excess that may be used to finance wars that are destructive of the capital stock." - John Butler…
The Productivity–Pay Gap #EPI
"The secret to being a civilized money manager is to grow up lower class you don't adopt all of the latestage capitalism effects." - Barry Ritholtz (On maintaining perspective in finance) 00:00:42
"History tells us that those sort of consensus views—that sort of fear—that tends not to be what happens. Usually it's not even something in the middle; it's…
"Money is debt. Banks create money, and that includes the Bank of England doing so for the government." - Richard J. Murphy (Defining the fundamental nature of currency) [00:00:19](https://www.youtube.com/watch?v=vPKLgUDgnH0&t=0h0m19s)
"Money is not an object; money is always a promise to pay. That's all it is." - Richard J. Murphy (On the immateriality of money)…
"Currencies do not usually fade; they tend to collapse." - Daniel Oliver (Discussing the macroeconomic endgame for heavily indebted nations)
"This phase of the gold bull represents the world searching for an alternate asset of final settlement to balance international trade, a crisis external to the domestic dollar system." - Daniel Oliver (Explaining the true catalyst behind gold's recent price…
"Modern monetary theory is the idea that... there isn't an effective constraint on financing; the only constraint... is that if you produce too much it could be inflationary." - Simon French (Defining the core tenet of MMT) [00:01:35]
"The idea that fiscal policy can respond in short order has been slightly disproven in practice." - Simon French (On why MMT's…
"00:02:53 My entire life ever since I became an economist in the 1960s was to realize that debt was the major problem that was going to be growing exponentially and stifling society." - Michael Hudson (On his core realization)
"00:08:33 The given interest rate was 1/60th per month or the decimalized equivalent of 20% a…
"Nothing stops this train... we're in fiscal dominance, that fiscal dominance is continuing, and that there are very very few narrow ways to get out of fiscal dominance in any sort of investing time horizon." - Lyn Alden (Explaining the relentless trajectory of US fiscal deficits) [00:04:55]
"The marginal price you'd pay for a liter of water a day is your entire net…
"[The] whole economic investment cycle is heavily impacted by fiscal deficits in a way that is historically not common on a sustained basis." - Lyn Alden (Defining the shift in market dynamics) [00:01:31]
"Gold only has on average a 1.5% annual supply growth rate... [it] doesn't pay a yield... but that's kind of the hurdle rate that you're comparing dollars…
Data Update 6 for 2026: In Search of Profitability! | The Business End Game Clarified! | Aswath Damodaran | Feb 17, 2026
The Final Dictum: Friedman famously quotes his own book, Capitalism and Freedom:
"There is one and only one social responsibility of business—to use its resources and engage in activities designed to increase its profits so long as it stays within the rules of the game, which is to say, engages in open and free competition without deception or fraud."
1. Core Thesis: Only People Have Responsibilities…
"In its various Quantitative Easing programs, the Fed bought long-term debt and gave out overnight debt (interest paying reserves) in return. That undoes some of the interest rate protection the Treasury bought.
The wife went to the bank, and got the 30 year fixed. The husband went back to the bank and said no, no, swap that back to half floating. Interest rates went up, the wife thought “how wise I was.” The…
"After World War II ended, the Fed continued its wartime pegging of interest rates. The Treasury-Fed Accord, announced March 4, 1951, freed the Fed from that obligation."
"The Fed pegged long term interest rates at 2.5% during WWII, to hold down interest costs and keep up the prices at which the government sold debt. Inflation surged in 1947 and 1948 when price controls were lifted, but…
"Money can be printed or lent into existence for corporate interests, bankers, or corrupt officials, and this purchasing power is taken away from the public in ways that are purposely more subtle and harder to detect than taxation." — Lyn Alden (On the invisible cost of inflation) 00:00:16
"Ultimately, the answer to the question of '**what is…
"What this is about is the** greatest rip-off in history**... The truth is that depressions are not normal, they are contrived. The truth is that nations don't need a national debt." — Narrator, Opening Monologue [00:04]
"Mayer Rothschild soon learned that loaning money to governments and kings was more profitable than loaning to private individuals. Not only…
"Inside of the Japanese head, these brains like our brains can do good things or bad things all depending on the kind of ideas that are put inside." — US Occupation Film Narrator (On re-educating post-war Japan) [00:03](https://www.youtube.com/watch?v=p5Ac7ap_MAY&t=205s) "If it were not for window guidance, we would compete until harakiri." — Japanese Banker (On the necessity of the Central Bank’s…
"[It’s] perhaps not very popular to say this, but the truth is we don't need central banks. The central banks came about originally in every country as a cartel of the big banks." - Richard Werner (Context: Critique of central banking structures) [00:00:00]
"Interest rates are the smoke screen... to divert everyone's attention. It is the alibi." - Richard Werner…
"History has to be rewritten with the understanding of who is creating the money supply and who's buying those politicians. Otherwise historians just study the frontmen... why are they in power? Who's funded their rise? Follow the money and you find out." - Richard Werner (On the necessity of analyzing monetary origins in history) 00:00:00
" The Federal Reserve is supposed…
A simple explantion to the Housing Market issue in the US - watch the video
Executive Summary > The current housing market is experiencing a historic "freeze" characterized by low sales volume but persistently high prices, often described as the worst in decades. The core issue is the "lock-in effect," where homeowners with historically low interest rates (around 2.5%) cannot afford to sell and…
