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Topics Time-Stamps
(00:01:04) Bubble Logic Hartnett’s thesis (00:02:01) Trump-Powell: Historical parallels to Nixon-Burns. (00:03:01) Hartnett turns tactically bearish on both stocks and bonds (00:06:01) Gold, Crypto, and the “Anarchy Hedge” Trade (00:08:19) Bearish Bond Analysis using “measured move” theory. (00:15:12) Nixon/ Burns: Burns admits it (00:39:51) Is it a Bubble Yet? Hartnett’s structured framework to diagnose it