0:00
/
0:00
Preview

Insider Newsletter: Issue #320

We’ve all heard of the Fourth Turning...an 80–90 year cycle that brings systemic resets like the Civil War, the Great Depression, WWII, the Cold War, and Bretton Woods. So where are we now?

Greetings, friends!

This one comes from Miha and Nina holidaying in Phuket. Lucky buggers!

And one from fellow member Rich Burke at his — and I quote — “happy place on Grass Lake in Antioch, Illinois.”

Before we dive into today’s issue, we recorded a short video (above) for you detailing the key takeaways and insights from this Insider Newsletter. Make sure to watch it.

Your personal experiences with money make up maybe 0.00000001% of what’s happened in the world, but maybe 80% of how you think the world works.

-Morgan Housel

In This Week’s Issue

  • Argentina in Context

  • A Precedent to War

  • Oil Equities vs Oil

  • Bubble Trouble

  • Things You Don’t See at Bottoms

  • AI: Where Is the Electricity Going to Come From?

  • Signs of a Top

  • A Dot-Com Style Bubble Burst?

  • A Scary, Awful Portfolio

  • Oil and Gas Drilling

  • The Big Five: (see below)

Listen to this episode with a 7-day free trial

Subscribe to Capitalist Exploits to listen to this post and get 7 days of free access to the full post archives.