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@NickNemo17 Thank you. I think you’re right. Heard you on monetary matters and started following because I’ve been loosely following PE into insurance since the Athene deal at par. Great content. Will sub.

@AAghadjan Paying off debt is the best hedge, securing income to the best of your ability, then saving and raising cash. Most people would do better tightening the belt than trying to short/hedge via the market

@normouspenis @spencerpratt New county CEO position

@spencerpratt Still don't understand Rick's game plan is here...

No

@JackFarley96 Just a quick note. I’ve been listening to your podcast over all others for about 4 months. I enjoy it, topics and guests are fantastic. Just saying thanks!

My message to those complaining I'm covering AI/Semis too much at expense of "bread & butter" Macro topics. Here's the reality. What's moving markets: - AI - Data Center CapEx What's not moving markets: - Treasury Issuance - Banking System - FX/Rates - Fed // Liquidity