In the first episode of Season 2, Mark and Walter discuss details of the Infrastructure Bill. Walter also unpacks how we define infrastructure based on three categories: physical infrastructure, social infrastructure and conventions.
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A stock broker said to another stock broker: "We need chaos to make money. When is flat and predictable, nobody trades. We don't make...
In the last installment of Season 1 Mark and Walter discuss inflation and the framework for understanding FED decisions. Dr. Walter breaks down GDP,...
China’s debt to GDP ration is 297%. Some of the increase in debt is because of the belt and road initiative. They lent money...
