Timeline:
00:00 Intro 1:56 Current Assessment of Markets 4:00 Central Bank Fortitude 12:20 The Fed’s Dilemma 18:00 Can Society Survive Higher Rates? 22:00 Universal Basic Income 27:05 Fed Pivot & Secular Inflation 33:07 Emperor Luke 39:50 How Urgent is This Crisis? 48:28 Outro