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Housekeeping: Good afternoon. Hartnett’s report was particularly irksome this week. Thus, we decided to “roast” him Johnny Carson style in the Main Section recording. The jokes can also be found in the attached document

Key Moments:

0:00- Welcome/ Johnny Carson Context

1:22- Walkthrough starts

10:08- Main Section Intro

11:24- Main Section starts

* Deglobalization

* Earthquake

* Labor/Mgt

* 1970s

* Reagan’s Reset

* The Last and Next Economic Reset/ YCC

* What happens if we we do not Manufacture

*33:00- Gold vs Stock Risks

*38:57- AI Risk/Reward

Hartnett Flow Show

Dear Michael Hartnett: May you short a meme stock… and live to read about it on Reddit