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RE: LeoThread 2025-08-22 08:58

in LeoFinance2 months ago

keep writing about this, that you know, I feel as cash as my hedge when I feel uncertain, I just pair back and I just observe. So let's do some observing. I'd love to get a sense of kind of where each of you are focused right now, and what are the big macro questions or themes that you've been focused on, and what are those narratives that you feel are either appropriately descriptive of what is going on, or maybe have it wrong, and you guys are taking an opposite tact on it. So maybe we can, let's go with you shrub, kind of where has your mind been at recently, and you know, what are some of the areas maybe where you and Paolo are in agreement? Yeah, sure. So since the October, November pivot of Paolo and Yellen, I've been framing it like this, that this is a reelection cycle. And the policymakers are just incentivized to get their candidates elected, as simple as that. So, you know, I affectionately called policymakers tamagotchi like that Japanese toy, because the tamagotchi has a (29/57)