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Look at this freaking guy right here. He's tapping into a billion dollar market that nobody is serving right now. Ask yourself real quick, what's the male version of dollhouses? There isn't one, and that's the opportunity. Men are builders. We want to create with our hands, but nobody's...

346,418 görüntüleme • 8 ay önce •via X (Twitter)

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Chamath and Larry Summers Debate the Market Reaction to Trump's Tariffs Lawrence H. Summers: "If this is such a terrific thing, why do markets think it's so terrible for the American economy?" "Maybe the market's just completely wrong ... but the job of markets is to look forward." "It's to look passed the immediate." "It's to see what the long run consequences are going to be." "And markets are making a pretty devastatingly negative judgment on this step." Chamath Palihapitiya: " Larry, that's not true." " So let's just establish a couple facts about 'the markets.'" "Number one, there are two markets and they behave totally differently, and sometimes inversely to each other." "There's the stock market and there's the bond market." 1) Stocks: mean reversion "With respect to the stock market, what they are debating, and you're right Larry, is what is the effective long-term rate of return a dollar needs to generate in order to pay me back that dollar?" "That is what the fundamental stock market does." "And what we've seen for many years with trade imbalances, trade deficits, and close-to-zero interest rates, of which more of that happened under Democrats than Republicans, we have allowed the stock market to inflate past historical averages." " What we've actually seen happen in the last week is what most people would call mean reversion." "The stock market is still way above where it was last year, two years ago, three years ago." "What has happened is that the forward multiples have compressed. So that's number one. That's a fact." 2) Bonds: it's possible a major trade blew up "And then with respect to bonds, what we are seeing now is there are two very complicated issues." "In the last two days, we saw one part of the bond market totally get out of whack." "And what we know is that the yields changed materially in a very acute way, which is atypical of how the bond market typically digests a philosophical change in approach to policy." " What we heard in the last 24 hours is a lot of this move may have been attributed to an enormous levered bet on US treasuries by a Japanese hedge fund." " It will take three, and four, and five, and six weeks for us to really know." 3) Private credit: something to watch closely " Separately, what we do know, though, where the structural complexity of the market — and this is where, Larry, I agree with you — is acute and important to observe is in the credit markets for private companies." "And that is where you have to pay a lot of attention."

The All-In Podcast

98,290 görüntüleme • 1 yıl önce

I shared a video from Nick Freitas yesterday about how to encourage and reach young men. You should check it out if you didn’t see it. Now, here is a clip that shows how to repel and discourage young men. This is so frustrating, Sean DeMars and Neil Shenvi. Leaving aside the whole “woke right” thing, whatever. You acknowledge that the Left has total cultural control. Then you mock the idea that white men are systemically discriminated against in our culture, or that we live in an effeminate gynocracy. What do you think the Left does with its total cultural control? You mock young men by claiming that their discrimination has no basis in reality, but has to be understood via some “gnostic” higher knowledge. This is not fair. We are starting to get more and more hard data on this issue. I will admit that there is an element of “look around, this should be obvious.” It should be, and you’re really sticking your head in the sand to deny these things. But being on the Right is to believe in God’s created reality. It’s not about “lived experience,” it’s about what is actually true. White men are being discriminated against in this culture, and the West has been feminized radically in the last 60 years. The biggest problem with the woke was always that they were wrong, beyond even their philosophical system. It wasn’t merely that they were claiming to be oppressed, but it was that this claim was wrong. "This argument sounds like that argument" is just so lazy when one was factually wrong, and one is factually right. The claims of the Right are correct in general. But at the end of the day, good luck crapping on young men like this. We'll see how that works out for you. I won’t be joining you.

Nate Schlomann

47,845 görüntüleme • 8 ay önce