Yesterday I had Matt Dines on the podcast for the first time. We talked about his recent trip to the G20 Financial Summit and the business negotiations going on currently at the sovereign level. He also talked about his approach to the media environment and how he has built a framework to handle geopolitics and markets. We also covered the hyperfinancialization of the US and how that might change in coming years. It was a great conversation on what is going on right now globally and where things might be headed over the next decade. You can find Matt on Twitter and his Substack below.
Podcast Summary
His experience in at the G20 Financial Summit and how it represents the sovereign equivalent of a business conference.
How the global trade franchise pairs the movement of real goods with financial transactions across the world.
The distortions in the media environment and training in pattern recognition to build a framework to view the world and markets.
Avoiding the steady stream of doomer takes and the importance of seeing the world as it actually is.
Changes in the financial system and the bond market.
The hyperfinancialization of the US, in real estate to gambling, and why it is obviously a dead end.
Book Recommendations: The Prize by Daniel Yergin, Gold and Iron by Fritz Stern & Empire of Silver by Jin Xu.
