2 Comments

Thanks for having me as a guest, I don't talk about macro musings often enough. Mostly I just turn over rocks every day.

Expand full comment

We loved having you ... mini "projects" like this are fun ...

And you did a nice job ... was super impressed with how quickly you responded ... which tells me that you drew upon innate know how ... innate beliefs ... as opposed to "oh, I gotta research this deeply so I can answer." Having done this for a long time ... and having interviewed THOUSANDS of folks going back to my business journalism days ... I can tell you that's rare.

And no matter how smart a person is, it's also good to occasionally get outside your personal "echo chamber" ... and a place like Substack is good for that ... since there are other smart folks to talk with ...

Bottom line ... nice job ... tnx for joining us

Bill

Expand full comment