Playback speed×Share postShare post at current timeShare from 0:000:00/3Nostradamus of Ai: you don't own the upside if the banker owns the downside 7-31-2026All things financial...Jul 31, 20263ShareDiscussion about this videoCommentsRestacksAll things financialSubscribeAuthorsAll things financial...Recent PostsThe Fed, Treasury leaders; Spin Cycle Warsh, Miran the moron and besotted Bessent 7-30-20261 hr ago • All things financial...Yen Carry Trade: every policy choice is a trade-off between inflation, stability & debt 7-27-26Jul 27 • All things financial...Canada can diversify counterparties, but cannot hedge away the map 7-25-2026Jul 25 • All things financial...Pepsico: Wide product variety with narrow input geography is a resilience illusion 7-22-26Jul 22 • All things financial...When politics weaponize a chokepoint, business has to price delay, risk & delivery 7-21-2026Jul 21 • All things financial...WorldMonitor.app - global information for the physical world - The Five Factors 7-20-2026 Jul 20 • All things financial...Chancay, Peru: a route with no chokepoints is worth more than the shortest route 7-19-2026Jul 19 • All things financial...
