Let's Appreciate

Full notes: https://horse-quart-a62.notion.site/R... Ben’s Twitter:  https://twitter.com/D1Wheeler Bens Substack: https://benwheeler.substack.com 00:00 - Intro 00:40 - Some News 01:19 - A Very Brief Overview 03:52 - Why is Putin Doing This? 04:52 - Possible Outcomes 05:10 - What is NATO worried about? 05:56 - US Response 07:40 - Russia and Ukraine 10:36 - The History of NATO and Russia 12:33 - Putin’s Development 13:17 - Russia’s Objectives 14:53 - Ukraine and NATO 15:55 - Consequences of Invading Ukraine 19:44 - What is NATO worried about? 20:40 - Russia’s Military Doctrine 22:54 - Economic Sanctions 27:48 - India and Russia 29:40 - Russian Military Force 31:20 - New Style of War 33:34 - Narratives and Nuclear Weapons 34:18 - Lessons from the Cold War 35:07 - US Response 37:51 - Meme Wars 40:14 - Final Thoughts

ah, Evergrande  Full piece: https://horse-quart-a62.notion.site/A...   powerpoint: https://docs.google.com/presentation/...

RATS!!!! THE STOCK MARKET!!!! Full piece: https://kyla.substack.com/p/the-federal-reserves-wager?justPublished=true 00:57 - The Markets 01:31 - An Interruption 04:02 - Pascal’s Wager 05:19 - Fed’s Wager 10:12 - The Job Market 12:37 - The Bond Market 14:05 - Oil Market 17:26 - Final Thoughts

RATS!!!! ECONOMIC THEORY! I will be talking about Economic theories (starts at 03:09) The news (duh) PLEASE NOTE: This is a brief overview, and there is SO MUCH more to discuss. Think of this as the chocolate chips that make the chocolate chip cookie economic theory - it’s the fundamentals, but there are a lot more ingredients to count for! Full piece: https://horse-quart-a62.notion.site/The-Top-Economic-Theories-Explained-dfb903d440cc412486615ece09dee971

RATS!!!!  Crypto 101  I will be talking about * web3 * Blockchain * Cryptocurrencies * Ethereum drama * and how to join  Full piece: https://www.notion.so/Crypto-101-Guid... 00:00​​​​ - Intro 00:44 - what web3? 01:51 - web3 in action 02:14 - Blockchain 04:24 - What does all that mean? 05:05 - Blockchain Ecosystem 06:14 - Consensus Mechanisms 07:20 - What is money? 08:44 - Bitcoin 09:43 - Ethereum 11:01 - Solana 11:46 - Memecoins 12:09 - Ethereum Scaling 14:45 - Much More 15:08 - Joining Crypto 16:34 - Final Thoughts

ATS!!!! The state of energy markets and some geopolitical tensions thrown in! Ben’s Twitter: https://twitter.com/D1Wheeler Full piece: https://horse-quart-a62.notion.site/Iran-Nuclear-Deal-9b2dcbfc11a3473096059b4792207a2e 00:00​​​​ - Intro 01:13 - Iran Nuclear Deal 05:17 - What does this mean for oil markets? 09:09 - Green Energy?? 09:40 - Energy Prices in Europe 11:56 - Hi Ben 12:37 - What’s going on in China? 16:40 - How long will things continue? 18:16 - China Policy 19:57 - Taiwan 20:42 - Russia and Ukraine 23:47 - What would push Russia? 25:35 - Belarus 26:21 - China and Russia 30:52 - History of Taiwan 34:12 - Worst Case Scenario 36:36 - Tensions in US 41:04 - What does the future look like? 42:23 - Bye Ben DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Weekly rambles Full piece: https://kyla.substack.com/p/whats-going-on 00:00​​​​ - Intro 00:46 - Energy Markets 04:28 - Europe 05:25 - Turkey 05:59 - The United States 11:51 - Jerome Powell 13:20 - New Covid Strain 14:53 - On Optimism A Small Note of Gratitude I am acutely aware of how much support I’ve had - no one has ever had to show me the kindness that I’ve received over the past few months and years. So many people have taken chances on me (my professors, Capital Group, and YOU!!) and for that, I am so eternally thankful - to the point where mere words can’t express it (the irony of the newsletter writer). This gratitude is in everything I do - everything I write, create, film - it is backdropped by the support and love of so many. I know how lucky I am to be doing what it is that I do - educating, building, learning, reading - it really is a dream. And so to you, my dear community, I thank you. For signing up, for listening to this, for caring about the markets. It really means the world to me. I hope you enjoy this channel and my other work, and again thank you, for simply being here. I appreciate you.

What is going on in oil markets???  Full notes: https://horse-quart-a62.notion.site/W... Alex Good (goodalexander: https://www.youtube.com/watch?v=m70Bc...)

Everything you need to know about the Old/New Fed Chair!!  Full notes: https://horse-quart-a62.notion.site/F... 00:00​​​​ - Intro 00:17 - Who is the new Fed Chair? 00:53 - What does the Fed do? 02:58 - What happened today? 04:51 - Brainard vs Powell 05:32 - why the politics 08:20 - Whats next? 09:51 - What happens if they raise rates? 11:06 - Final Thoughts

Some thoughts on being bullish humanity.  Full piece: https://kyla.substack.com/p/being-bul... Topics covered this week on Everything You Need to Know The Huge Opportunity in DAOs The Infrastructure Bill (and the history of the U.S. Government w Ben Wheeler!) The Most Important Inflation Metric That You’ve Never Heard Of What Could Crash the Housing Market  A New Fed Chair!!!! There will be a new Fed Chair soon. Either Jerome Powell or Lael Brainard.   So what’s the difference? Tbh, it won’t be huge - Brainard is very concerned about labor markets, and has warned against raising rates too fast in a reactive response to inflation.  Brainard (if chosen) will also likely be harsher on banks, embrace CBDCs, and give more attention to climate change. The market currently sees her as more dovish (she won’t taper as quickly because of her views on labor markets) which could lead to market reacting upon the news if she is chosen However, continuity during a crisis is always a good thing - which begs the question, are we out of a crisis? There is a lot more coming.  What’s Going on With the Labor Market Joseph Politano, an analyst at the Bureau of Labor Statistics, runs Apricitas, an excellent blog on the economy and recently published a piece “Americans are Quitting Their Jobs: Here's Why That's a Good Thing.” https://apricitas.substack.com/p/amer... Governance vs Government This is where the narrative of crypto is interesting - for however you feel about it, the core thesis (theoretically) is to allow as many people in as possible so they can build as many things as possible.  Constitution DAO This was a group of people that wanted to buy the Constitution. They organized a DAO, accepted donations in ETH, USD, etc and got ~15-20k people to donate - and roughly 20% of those donations were new addresses. They lost because they couldn’t cover extraneous fees. It was the perfect contrast between old-world style and new-world speed. There were just a number of barriers facing them to finalize the transaction.  So they lost.  I don’t know if the goal was a good or bad thing, but the thing itself was an introduction to possibility. To what can be achieved through an interesting style of collaboration (whatever the end goal was). I think most of us know that crowdfunding could have achieved a similar objective, but still - this onboarded thousands of people into crypto, and perhaps woke several thousands more up to possibility.  I don’t know. It was cool. It was hope, to a certain degree.  I think Ken Griffin will take great care of the constitution, just interesting.  Final Thoughts: We have to take care of the physical and the digital - invest in the workers who make our world here on Earth an actual reality.  With that being said, there is room to reinvent the way that people think about their ownership and autonomy. Perhaps its just changing hope - rather than hoping for a lottery ticket, there is hope more bullish bets on humanity - for the potentially endless opportunities of a better future.  I don’t know. It would be cool though.