In this week's episode, Mark returns from his two week hiatus (woo!). We quickly got into November's 6.8% CPI print, which was the highest in 39 years. We discussed the factors driving inflation, and whether or not they pointed towards transitory or permanent inflation.
Next we covered the Evergrande default, and whether or not the resultant fall out is cause for concern. We moved through skyrocketing household debt, a slowing global credit impulse, and whether or not the world is headed for "Japanification."
Finally, we ended on Mark and my thoughts on where Bitcoin is headed next. Tune in to find out more.
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