As many of you know, I spend a lot of time consuming content on Crypto, Decentralized Finance (DeFi) and Traditional Finance (TradFi) in general. For years I have been sharing the best podcast episodes or articles I read on these topics using messaging apps like WhatsApp, but this model doesn’t scale. So, I have decided to try something new and to launch a newsletter. This newsletter will include a curated list of articles I have read or podcast episodes I listened to. You can unsubscribe at any time if you are not interested. But if you like this newsletter, please share it!
Before we get going, I want to share with you a trick that has been a game changer for me when listening to podcasts: You can listen to them at 1.5x or 2x speed and still understand everything! Using this trick, you can cut down the time it takes to listen to podcast episodes. The podcast links I share point you to the Overcast app—my favorite podcast app—but you can use any other podcast app you like to find the episodes.
Principles for Dealing with the Changing World Order by Ray Dalio
I can’t start this newsletter without inviting you to watch Ray Dalio’s excellent YouTube video Principles for Dealing with the Changing World Order. This video was published a month ago and already has ten million views. It’s a 43-minute summary of the book sharing the same title released a few months ago. In this video, the billionaire founder of Bridgewater Associates (the world’s largest hedge fund) breaks down the long term economic and debt cycles that have played out over the past 500 years and what it means for today’s world.
Odd Lots | This Is Zoltan Pozsar’s Vision for Bretton Woods III
If you are following financial markets, you have probably heard about Credit Suisse’s strategist Zoltan Pozsar. He called many of the events that are currently unfolding in financial markets and his thesis is that the world has now entered the Bretton Woods III era. This episode explains what it means for the US, the dollar and the (financial) world order.
The Knowledge Project with Shane Parrish | #134 Balaji Srinivasan: The Network State
I won’t even try and summarize everything packed in this great episode with Balaji Srinivasan. Balaji used to be CTO at the Coinbase and partner at Andreessen Horowitz. He has been a prolific writer and thinker in recent years. His take on the state of the world is worth listening to. Buckle up and be ready to take notes when listening to this episode!
Lex Fridman Podcast | #276 – Michael Saylor: Bitcoin, Inflation, and the Future of Money
Michael Saylor is the founder and CEO of MicroStrategy. Since August 2020, MicroStrategy has accumulated 129,218 bitcoins, currently worth more than $5 billion. In this 4-hour interview, Lex Fridman deconstructs Saylor’s view of the world and what led him to buy so much Bitcoin.
Naval | Vitalik: Ethereum, Part 1 & 2
In this series, Naval Ravikant interviews Vitalik Buterin, the founder of Ethereum. They cover the history of Ethereum, its basics and what is next for the future of the second largest blockchain by market capitalization. Episode 1 and Episode 2.
Thread of the Week by Santiago Capital
In this long Twitter thread, Santiago Capital breaks down what is going in currency and bond markets: US Dollar, Japanese Yen, and Chinese Yuan. Decade long trends are being broken, so it’s important to pay attention to these pivotal moments.
