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©2025 Poal.co
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page 42
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Inflation in America
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231
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Interesting
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George Gammon (Rebel Capitalist Show) 24 Sep 2021: A most excellent explanation and comparison of Evergrande and Lehman similarities using, literally, a simple whiteboard. First 20 minutes of video is jampacked and went by quick with balance sheet/collateral/Eurodollar implications & implications
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Dan Oliver (Myrmikan Capital) Sept 14 2021 (pdf): Negative real rates, gold, deficits, fed asset inflation
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