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Housekeeping:

Topics Time-Stamps

(00:01:04) Bubble Logic Hartnett’s thesis

(00:02:01) Trump-Powell: Historical parallels to Nixon-Burns.

(00:03:01) Hartnett turns tactically bearish on both stocks and bonds

(00:06:01) Gold, Crypto, and the “Anarchy Hedge” Trade

(00:08:19) Bearish Bond Analysis using “measured move” theory.

(00:15:12) Nixon/ Burns: Burns admits it

(00:39:51) Is it a Bubble Yet? Hartnett’s structured framework to diagnose it