Playback speed×Share postShare post at current timeShare from 0:000:00/TranscriptAll hat and no cattle. China holds only two cards but they turn out to be 2 Aces. H100 chips for unfettered access to REM 8-20-2025All things financial...Aug 10, 2025ShareTranscriptDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsAi IPOs may not automate work, but it may automate a massive redistribution of wealth 6-9-20269 hrs ago • All things financial...Space X: in a shaky IPO the bank is long the issuer and short it's loyalty to investors 6-6-2026Jun 6 • All things financial...When the law is an obstacle, change the law. Space X change the rules to jam retail. 6-4-2026Jun 4 • All things financial...Dilemma of the trilemma as Warsh assumes Fed Chair and moves to reduce the Fed Balance Sheet 6-2-26Jun 2 • All things financial...China states the case for annexing eastern Russia and Rare Earth Scientists are rarer than REE 6-1-2026Jun 1 • All things financial...1973 Oil Embargo vs 2026 Hormuz Crisis: short-term shocks decade long effects 5-31-2026May 31 • All things financial...Whoever controls the sea, controls trade; whoever controls trade, controls the world 5-29-2026May 29 • All things financial...Container Cartel: no placement in the real world means maneuvering in the legal one 5-27-2026May 27 • All things financial...
