|
Feb 18
|
|
—
|
WATCH
|
Bloomberg Investigative Reporter
Journalist
|
"One of Black's investment vehicles agreed to pay, I want to be say a $1.8 million commission for helping to sell a Paul Klee oil work... And that money went to one of the women." The investigation highlights the specific mechanics of how high-end art (Paul Klee) and collectibles are used to obscure payments and transfer wealth outside of traditional banking scrutiny. This high-profile exposure often leads to increased regulatory pressure on the opaque art market and "investment vehicles" used for collectibles, potentially reducing liquidity or increasing compliance costs for the sector. Watch for regulatory headwinds in the high-end art and collectibles market. The art market is unregulated and highly opaque; regulatory changes take years to materialize. |
Bloomberg Markets
The Epstein Files: Epstein Was a Fixer for Le...
|
|
Feb 12
|
|
—
|
LONG
|
Jonah Van Bourg
Global Head of Trading at Cumberland
|
Jonah advises to "borrow money, buy stuff" and notes that "Private investments... construction companies... physical security" are where the 50-100x returns are. Public markets are efficient, but the physical reality of AI (building warehouses, securing servers, retrofitting real estate) offers massive arbitrage in the private sector. Inflation/Yield Curve Control is coming, making debt cheap relative to hard asset appreciation. Leverage up to buy hard assets (Real Estate) or start/invest in service businesses supporting the AI supply chain (security, construction). Over-leverage in a "higher for longer" rate environment. |
1000x Podcast
What Does AI Mean For Your Future?
|
|
Jan 31
|
|
—
|
LONG
|
David Friedberg
The Production Board / CEO
|
Friedberg highlights that "Central banks have decided they no longer want to hold US treasuries... Gold is now a larger share of holdings." Chamath notes "Copper is up 26% in a month." The US fiscal situation (printing money to pay debt interest) forces dollar devaluation. In this environment, fiat purchasing power drops, but nominal asset prices (Gold, Commodities, Real Estate) rise. LONG. This is a hedge against the "debt spiral" and M2 money supply expansion. Fed hawkishness or a deflationary crash (recession) temporarily strengthening the dollar. |
All-In Podcast
ICE Chaos in Minneapolis, Clawdbot Takeover, ...
|