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00:00 My Promise
01:55 World War 1 & Great Depression.
04:45 Breakevens on Buy the Dip.
05:45 Cheap Money Coming to an End & Disinflation.
09:20 The Fed’s Deadly Balance Beam.
11:50 Psychology where Good News is Bad News.
18:04 The Reality of Earnings Season.
21:30 The Debt Bubble & Principal Loss.
22:35 Good News.
24:00 WHEN Markets RALLY.
28:03 My $20,000,000 Bet.

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Why I sold: My outsized bet on the market in 2022 and WHEN I will reenter the market. I also disclose a short that I just placed on the market and provide reasons for and when I will exit my trade. I sold over 99% of my stock and crypto holdings. I explain when I will reenter.

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