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This episode of the podcast was recorded on February 24, 2023. It was a free form Friday, where I scan through some of the things I'm reading and take the listener along with me. Topics covered were PCE inflation numbers out of the US; examining if the strong dollar and lagging 10Y Treasury security is due to stupidity, a plan, or panic; and lastly, we listen to a speech by the Indian delegate at the UN where she questions the legitimacy of the UN in the first place. Enjoy.

Links

• Michael Libowitz PCE tweet
• Tom Luongo tweet thread
• Indian delegate to UN speech

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#bitcoin #China #geopolitics #dollar