It’s been a minute, but I am back! I recap what has been going on in the market for the past couple weeks. I discuss inflation and how I believe it is not transitory and the bond market will eventually price this in. I then dive into the recent reverse repo situation and talk about how this could lead to deflation in asset prices. Lastly, I talk about my theory of we really just are in a cash bubble that is poised to pop. You know my positions, short the market long gold, silver and bitcoin. Thanks for listening!