Deregulation
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Howard Marks, Shall We Repeal the Laws of Economics Part III: Treasury Bond Buybacks, the 5.3% 30-Year Yield, $40 Trillion in Debt, Dollar Debasement, and Why Selling Your Stocks Isn’t the Answer
Howard Marks, co-founder of Oaktree Capital Management, has published the third installment of his series on governments trying to override markets, dated September 22, 2026. Shall We Repeal…
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The AI Industrial Revolution: Naval, Guillermo Rauch, Blake Scholl, and Max Hodak on Software Factories, Vibe Coding Hardware, AI Regulation, Healthcare Economics, and What Humans Can Uniquely Do
This is the full episode of Naval Ravikant’s conversation with three frontier founders: Guillermo Rauch of Vercel, Blake Scholl of Boom Supersonic, and Max Hodak of Science. The…
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Treasury Secretary Scott Bessent Unpacks Trump’s Global Tariff Strategy: A Blueprint for Middle-Class Revival and Economic Rebalancing
TLDW: Treasury Secretary Scott Bessent explained Trump’s new global tariff plan as a strategy to revive U.S. manufacturing, reduce dependence on foreign supply chains, and strengthen the middle…
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What’s Coming: Ray Dalio on the Changing Domestic and World Orders Under the Trump Administration
Renowned investor and economic thinker Ray Dalio offers a profound analysis of the anticipated shifts in both domestic and international orders under the Trump administration. Dalio emphasizes the…