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Skippy rants about the "buy more to save more" ethos. Doogles covers Howard Marks' recent memo, What Really Matters. The UN says that India's population is now greater than China's (and China is fading quickly). Doogles runs through some graphs from a recent Animal Spirits podcast episode on the 10-year treasury, savings vs. debt, Netflix vs. Disney, and Bird Global stock. The episode wraps with a conversation about high yield convertible notes.

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