March 2023

0:00 Intro
2:31 Great Bubbles
10:15 Presidential Cycle
14:50 Future Scenarios
19:05 Int'l Housing Bubble
22:30 SVB Failure "Expected"
24:40 The Everything Bubble
26:14 Long term is now
26:40 Factor 1 Climate change
27:26 Factor 2 No more cheap resources
32:30 Factor 3 Population shocks
38:08 Climate change investing
39:40 Shortages
41:52 Green VC
42:30 US economy in sad state
45:00 Wage inequality
46:55 Investing in a recession
52:07 Currencies
53:00 Gold and the "economic reckoning"
54:40 Drivers of PE
56:08 Inflation and PE
59:20 SP500 targets
1:00:45 "Screaming" data
1:01:50 Debt and Bubbles
1:07:00 The worst is yet ahead
1:09:40 Have a battle plan
1:10:40 Rosenberg on timing
1:11:40 Closing

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