Archive for May 21st, 2020

Notes From Underground: A Podcast for the Long Weekend

May 21, 2020

This Memorial Day weekend I’m going to take some time to reflect on those who gave their lives to provide the opportunity for all of us. This epidemic has made a shambles of everything we thought was a certainty just three months ago. In that spirit I present a 50-minute discussion with the highly respected Louis Gave of GaveKal on all things macro. Be at peace and enjoy.

Also, a note to Secretary of State Mike Pompeo: Tone down the China rhetoric, especially on the Taiwan issue. A thermonuclear war is not a quality vaccine against COVID (Where are you Tom Lehrer?)

Click here to listen to the podcast.