markjgsmith

2023/03/21 #

• cat << EOF > Midweek special - Catching up (Issue #106)

  This week’s newsletter is out! (2023-03-21)

  Issue details:

  • Title: Midweek special - Catching up
  • Issue: 106
  • Page: issue webpage

  EOF

• cat << EOF > Monetary system link dump

  Quick link dump of podcasts covering the very hectic goings on in the finance industry.

  I've been finding that some of the best coverage has been from Bitcoin podcasts. This is because they are likely currently some of the most knowledgeable about the fundamental dynamics at play because they have had to go through so many ups and downs in such a short period of time.

  Analysing the monetary system is very similar to debugging a gigantic bit of software. The data is spread out all over the place, but it's very much like hunting down a tricky bug.

  • A global buying panic in bonds triggered by more than a little panic-panic in the monetary system (Eurodollar University)
  • Bank Runs and Macro Update with Dylan LeClaire (Citadel Dispatch Podcast)
  • What markets are telling us about potential for more bank runs and failures (Eurodollar University Podcast)
  • Beginners Guide To Bitcoin (1/3) with American HODL (What Bitcoin Did Podcast)
  • Bank Failures & Bitcoin w/ Steven McClurg Ep#121 (We Study Billionaires Podcast - Bitcoin)
  • Bank Crisis & Bitcoin with Jesse Myers #Ep94 (Citadel Dispatch Podcast)
  • Bank Runs, Bailouts and Bitcoin with Caitlin Long (What Bitcoin Did Podcast)

  If you only have time for one of these, I think probably the Caitlin Long episode was the most insightful, but they are all phenominal.

  EOF

• cat << EOF > Review: Robolledo RA#876

  Resident Advisor Mix: RA.876 Robolledo

  "Mauricio Rebolledo is one of those veteran artists who has stood the test of time. He can play Burning Man, go back-to-back with DJ Tennis and mentor young producers with unwavering finesse, staying true to his signature sound of sparse, psychedelic chuggers. Where many of his peers have embraced a more commercial sound, the Mexican artist likes to keep it weird, opting for touches of Krautrock and hazy atmospherics in both his sets and on his albums."

  I read this in the mix description and I instantly feel at home, this is the sort of realm I feel comfortable in.

  I start to listen, I stare off into the distance, I am removed from the general flow of things, and I am transported to a place where I am watching myself being defragged, all the chaos of the past few weeks is being neatly, efficiently, effortlessly re-arranged, it feels good, it feels clear, high fidelity, it feels stereo.

  Groups of red green and blue blocks of varying sizes move between shelves in an infinite library of 12 inch records, and music videos, and memories of clubs and gigs I’ve been to, from small 30 person rooms to stadiums and festivals, the euphoria of all these things permeates my self.

  The ropes that tie me down are anialated and I levitate above all struggles, the impossible becomes possible, I see, I sense, I feel paths through the chaos.

  But wait hold on, about 1/2 way through, the world stops allowing you, things become strained and difficult.

  You are tied once again to the Earth, you fall, you struggle, and eventually you accept you are no longer hovering, no longer floating, your head drops, you exhale.

  And then a chorus of angels swoops in like a wind from on high, the beat picks you up, and you’re off again, the bondage of earthly things is once again dissolved and you are free.

  You continue, things are passing, and you realise quite unexpectedly you have reached orbit, a wonderfully retro electronic landscape stretches as far as you can see.

  The trip continues for some time until it gently fades and you glide in and softly land.

  EOF

Today’s links:

• 🚀 Latest Newsletter: Mid-week special: Catching up markjgsmith.substack.com #

• 🚀 New Post: Monetary system link dump markjgsmith.com #

• 🚀 New Post: Review: Robolledo RA#876 markjgsmith.com #