Inflection Point

The Debt Ceiling Looms, What Next? | Weekly Round Up

May 20, 2023
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Episode notes
1
Introduction
00:00 • 4min
2
The Problem With Permissionless Bitcoin
04:24 • 3min
3
The Politics of Taproot Upgrades
07:32 • 2min
4
The Future of the Semiconductor Industry
09:10 • 4min
5
The Imposed Rate Policy: A Black Hole
12:41 • 5min
6
The Permissionless Conference Is Coming Up
18:11 • 2min
7
Netflix's Profits and Losses
20:39 • 4min
8
Netflix's Bloodbath in 2022
24:27 • 4min
9
The Overreaction of the Market to New Technologies
28:34 • 3min
10
The Importance of Timing in Cryptocurrencies
31:19 • 2min
11
The Next Bit of Stress in the Banking Sector
33:02 • 3min
12
The Importance of Second Derivative Thinking
36:30 • 3min
13
The Future of Inflation
39:22 • 5min
14
The Negative Effects of Euphoria
44:03 • 2min
15
The Distorsions of Passive Versus Active DeFi
45:47 • 5min
16
The Legend of Jeff Bezos
50:34 • 2min
17
Five Minute Oil Change
52:23 • 5min
18
How Price Discovery Works in Private Equity
56:59 • 2min
19
The Importance of Incentives in Bitcoin
59:12 • 5min
20
The Risks of Investing in Bitcoin
01:03:47 • 5min
21
The Importance of Asset Liability Matching
01:08:31 • 4min
22
The Asset Liability Matching
01:12:32 • 3min
23
The Importance of Transparency in Bitcoin
01:15:56 • 2min