The Jack Mallers Show Oil, Bonds, and Bitcoin: The Rules Are That There Are No Rules
22 snips
Mar 10, 2026 Discussion of an overnight oil futures spike and its ripple effects on supply chains and the Strategic Petroleum Reserve. Deep dive into rising US Treasury yields, bond market fragility, and systemic financial stress. Examination of Iran’s economic strategy, geopolitical endurance tactics, and how those risks could push inflation hedges like Bitcoin and gold. Notes on AI’s deflationary pressure and new Bitcoin financial products.
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Middle-Of-Night Baker Funds His Sats Habit
- Jack shared a tweet about a baker who bakes 30–50 sourdough loaves nightly to fund his sats habit and crowdsourced orders from listeners.
- The anecdote framed community support and local-business values before discussing geopolitical topics.
Use AI To Amplify Your Creative Workflows
- Use AI to build tooling that amplifies your creativity rather than outsourcing core judgment and taste.
- Jack's JMS Resources ingests sources, drafts slides, and then he edits the output to keep control of narrative and accuracy.
Build Products You Personally Use
- Build tools and products you personally use to ensure quality and authenticity.
- Jack built JMS Resources and Strike features because he uses them daily and tests before broad rollout.