May 9, 2020
Absolute powerhouse interview by macro strategist George Pearkes on the seeming disconnect between the stock market and the "real" economy, central bank actions, federal stimulus, Modern Monetary Theory, sovereign debt, UBI, a federal jobs guarantee, Trump v Biden- the guy is a race horse. I riff on Warren Buffett's statements at the Berkshire Hathaway shareholder meeting where he commends the Fed and lays out his case for why you should never bet against America. I also riff on a16z' $515 million fund targeted at the cryptocurrency space.
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Links:
• George Pearkes
• Buffett
Shareholder Meeting
• a16z Crypto
Fund II
by no gradient, produced by Charlie "Finch" Finley, music by chris hoog