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Month: June 2024

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Why your assets don’t have to keep up with monetary debasement.

  • Posted on June 25, 2024August 19, 2024

This is an argument that gets thrown around in finance, especially amongst the crypto crowd and places like Real Vision. Here are the reasons you don’t need to keep up with the so-called debasement due to bank reserve expansion:

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How The Everything Code Thesis Could Be Wrong

  • Posted on June 25, 2024June 26, 2024

Or why you should still diversify, and there isn’t only one macro trade. This is less a structured argument than a list of points against what has been recently been put fourth by Roaul Pal’s Everything Code/Exponetial age theses. I’m not saying it can’t happen, I’m just say it’s not a certainty, and may be…Read More

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