Byrne Hobart (@ByrneHobart), creator of The Diff (diff.substack.com), joins Erik on this episode.
They discuss:
- How have the past few months changed our understanding of institutions and our trust in them - Is the current environment a win for modern monetary theorists? - Is the current environment a win or loss for bitcoin maximalists that see the Fed as a huge liability? - What should the Fed and Congress have done differently? - Is the government running on autopilot? - How do we make sense of what’s happening in the stock market? - Is the stock market dominated by institutional or retail investor sentiment? How should we think about bailouts and stock buybacks? - Future of Journalism and thoughts on Citizen Journalism - How will China’s brand evolve over time? - Byrne’s thoughts on “It’s Time to Build” - What’s happening with pensions and how do we make sense of it? - Has COVID accelerated the decline of traditional universities? - How do we think about the oil markets right now, especially during the asme time as COVID? - What are the second order effects of COVID? - Is the stock market pricing in a recession?
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Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.
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