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# Inflation - 2020-2030 - T&M


## big contributors

Covid in 2020
Ukraine war in 2022

- deflation - the lesson of 2010-2020

population becoming older (average age)
technology

## thoughts

[Fistful of Dollars with Michael Green, Hugh Hendry, and Tom Roderick](https://www.youtube.com/watch?v=VEntYryTDE8&list=WL&index=2)
[Hedge Funds vs ETFs, 70s Inflation vs Now, & Commodities vs CTAs with Simplify's Mike Green](https://www.youtube.com/watch?v=wAgRDu3EXLQ&list=WL&index=9)
[Eric Basmajian: Housing IS The Business Cycle](https://www.youtube.com/watch?v=CSe8n50wf3E&list=PL4hdvr2KOB4tQOv7VYMPTcVty4_kIG0zF&index=62)

- [PayPal Co-Founder Peter Thiel - Bitcoin Keynote - Bitcoin 2022 Conference](https://www.youtube.com/watch?v=ko6K82pXcPA&list=PL4hdvr2KOB4tQOv7VYMPTcVty4_kIG0zF&index=64)

**equities is 10T us investable class**

- LNG

[RUSSIA - EUROPEAN GAS CRISIS as Supply is CUT OFF & Russia Imposes SANCTIONS on Gas Transmission](https://www.youtube.com/watch?v=SomU-wBIlW4&list=WL&index=4)
[СПГ - «молекулы американской свободы»: как США собираются заменить российский газ?](https://www.youtube.com/watch?v=ynmKucl2Z6I&list=WL&index=8)

- april 2022 [70's show... only harder](https://drive.google.com/file/d/1lhj3tuTnfU1648f2JKh9HlegQmKEWJiZ/view)

6perc inflation NOW. house prices are up 32perc from 2019, family income is only 10perc up
housing affordability as if mortgage rates are 8perc!
financial sector/banks are stable

main diff from 1970s is high government debt. In 2050 USA debt will be 202perc with rates 1.75perc

Bitcoin - should work for rapid USD devaluation, not the case now
Bitcoin - a generational divide

## foundations

https://www.lynalden.com/inflation/

# Parents

* Timescales in the Markets
* Change of Global order - 2022 - 2032⏎