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Today's episode is about current events in bitcoin explored in a sweeping narrative form, including discussion of Michael Saylor and Microstrategy, CPI vs Shadow Stats vs Chapwood Index, the unimportance of M2 as a measure of money. Then we read through an article about the "Fab 4", a proposed semiconductor pact amongst the largest producers, Taiwan, South Korea, Japan and the US. Lastly, we talk US home sales and what they mean for the economy and credit conditions going forward. Enjoy.
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#bitcoin #macro #geopolitics
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