#530: Real Inflation and Compounding Valuations with Dave Collum

Marty sits down with Chris Martz to discuss falsehoods and data manipulation surrounding climate change. Chris on Twitter: https://x.com/ChrisMartzWX CFACT: https://www.cfact.org/ 0:00 - Intro 1:32 - Chris’s background 5:28 - “97% of experts” 15:42 - River & Unchained 16:57 - Feedback loops 21:58 - Incentives for certain conclusions 26:65 - Gradually, Then Suddenly & Zaprite 28:33 - How Smokey Bear’s plan backfired 32:14 - Hurricane data 37:32 - Improvements in data collection tech 41:53 - Insurance propaganda 47:22 - Things are largely better 57:13 - Environmentalism beyond carbon panic 1:03:04 - Urban heat island effect and measurement foolishness 1:15:44 - Does the narrative serve an agenda 1:26:41 - Are people catching on? 1:31:12 - How it’s going for Chris Shoutout to our sponsors: River https://river.com/tftc Unchained https://unchained.com/concierge/ Zaprite https://zaprite.com/tftc Gradually, Then Suddenly https://thesaifhouse.com/gradually TFTC Merch is Available Shop Now: https://merch.tftc.io Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/

Marty sits down with OpnState to discuss the growing power of unelected supranational regulatory bodies. OpnState on Nostr: https://primal.net/p/npub1v6z4srj4ktch4f3ee9ze2zp7ml4n9rshttmntpamfed0nvpev5fszzuq49 0:00 - Intro 1:41 - OpnState’s background 6:23 - The influence of standard-setting bodies 12:11 - FATF 16:55 - River & Unchained 18:11 - Bank Secrecy Act - Power further removed from citizens 27:06 - Public-private partnership - effectiveness of aml is questionable 35:01 - Gradually, Then Suddenly & Zaprite 36:39 - Circumnavigating due process - Sanction lists - total control 49:10 - Malice/incompetence - System meant to incentivize altruists attracts snakes 57:04 - Knowledge asymmetry with govt - The power of FOIA - go send a FOI request 1:12:54 - Voter responsibility 1:20:25 - Political power cares about you - FOI strategy 1:25:15 - Open source regulation 1:46:54 - Simple choices, big change Shoutout to our sponsors: River https://river.com/tftc Unchained https://unchained.com/concierge/ Zaprite https://zaprite.com/tftc Gradually, Then Suddenly https://thesaifhouse.com/gradually TFTC Merch is Available Shop Now: https://merch.tftc.io Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/

Marty sits down with Anthony Constantino to discuss Sticker Mule, the dehumanization of Trump supporters, and poisonous social media. Anthony on Twitter: https://x.com/ac132 0:00 - Intro1:22 - The story of Sticker Mule8:27 - Manufacturing in the US13:41 - Media control during Covid16:09 - River & Bitkey17:25 - 2020 was an alien world20:14 - Demonization of Trump and his supporters24:29 - Impotent cancellation28:00 - Gradually, Then Suddenly & Bitkey29:37 - Bringing civility back32:24 - Assumptions and narrative vs real people34:08 - Trump haters punching down37:15 - Failure of ESG and "woke capitalism"41:55 - Sticker Mule's plans45:50 - A earlier era's perspective on social media50:48 - Sticker Mule's structure and principles55:00 - Advice for starting a business Shoutout to our sponsors: River https://river.com/tftc Unchained https://unchained.com/concierge/ Zaprite https://zaprite.com/tftc Gradually, Then Suddenly https://thesaifhouse.com/gradually TFTC Merch is Available Shop Now: https://merch.tftc.io Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/

Matt on Twitter: https://x.com/buildcio Build: https://t.co/GN8C8AhVGf 0:00 - Intro 1:28 - Is the bear over? 11:19 - Bitcoin-backed credit market 19:21 - River & Unchained 20:37 - Ukraine bonds vs Unchained loans 30:11 - Why Unchained loans work 37:45 - Gradually, Then Suddenly & Zaprite 39:22 - Predicting capital markets 54:39 - Swaying minds with a good track record 1:07:05 - Venture fund perspective, Fold IPO 1:13:13 - Bitcoin vs stablecoin strategies 1:34:36 - OpenSats and HRF 1:44:13 - Plugging the Bitcoin Lunch Shoutout to our sponsors: River https://river.com/tftc Unchained https://unchained.com/concierge/ Zaprite https://zaprite.com/tftc Gradually, Then Suddenly https://thesaifhouse.com/gradually TFTC Merch is Available Shop Now: https://merch.tftc.io Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/

Marty sits down with John Cullen to discuss the smoke and mirrors surrounding the Trump assassination attempt as well as the 2017 Las Vegas shooting. John on Twitter: https://x.com/I_Am_JohnCullen John on YouTube: https://www.youtube.com/@iamjohncullen 0:00 - Intro1:26 - John's background and the Vegas shooting7:47 - Multiple shooters at Trump rally12:17 - River & Unchained13:33 - Drones23:14 - The rifle stock28:37 - 400 yards32:02 - Gradually, Then Suddenly & Zaprite33:39 - Back to the drone41:47 - Vegas shooting Saudi connections52:08 - Jared and Ivanka, monarchy drama1:01:28 - Who is behind Trump shooting1:08:53 - Field hospitals for meteor armageddon1:14:33 - Final points Shoutout to our sponsors: River https://river.com/tftc Unchained https://unchained.com/concierge/ Zaprite https://zaprite.com/tftc Gradually, Then Suddenly https://thesaifhouse.com/gradually TFTC Merch is Available Shop Now: https://merch.tftc.io Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/

Marty sits down with Will Reeves to discuss the progress of Fold and how they've withstood and harnessed the bear markets. Will on Twitter: https://x.com/wlrvs Fold App: https://use.foldapp.com/ 0:00 - Intro1:25 - Reflecting on the years8:00 - How Fold made it14:59 - River & Unchained16:15 - Harnessing the bear market27:15 - Gradually, Then Suddenly & Zaprite28:53 - Fold users33:39 - Leading the way with new strategies44:30 - Focusing on bitcoin51:53 - Ten311:00:28 - Succeeding by operating with integrity1:13:20 - Come a long way, long way to go Shoutout to our sponsors: River https://river.com/tftc Unchained https://unchained.com/concierge/ Zaprite https://zaprite.com/tftc Gradually, Then Suddenly https://thesaifhouse.com/gradually TFTC Merch is Available Shop Now: https://merch.tftc.io Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/

Marty sits down with Matthew Mežinskis to discuss the Q2 2024 Monetary Base Update. Matthew on Twitter: https://x.com/1basemoney Porkopolis: https://www.porkopolis.io/topmoney/ 0:00 - Intro 1:25 - Baltic Honey Badger 5:37 - Introducing the update 8:23 - Inflation vs deflation 22:02 - River & Unchained 23:18 - Money printing and GDP 27:28 - Bitcoin status 38:54 - Gradually, Then Suddenly & Zaprite 40:31 - CAGR 48:14 - Corporate treasuries 52:55 - State treasuries 1:12:52 - Massie’s plan and political hopium 1:20:24 - Austrian econ popularity 1:27:21 - Unrealized cap gains 1:33:34 - Red scare and the state of Europe 1:41:32 - Optimism Shoutout to our sponsors: River https://river.com/tftc Unchained https://unchained.com/concierge/ Zaprite https://zaprite.com/tftc Gradually, Then Suddenly https://thesaifhouse.com/gradually TFTC Merch is Available Shop Now: https://merch.tftc.io Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/

Marty sits down with Obi Nwosu to discuss the launch of the launch of the Fedi app. Obi on Twitter: https://x.com/obi Fedi: https://www.fedi.xyz/ 0:00 - Intro 1:27 - Launch euphoria 4:40 - Fedi’s purpose 9:06 - Fedi devs 12:20 - River & Unchained 13:36 - Interoperability and unleashed chat 17:24 - Individual community needs 25:03 - What Fedi replaces 31:21 - Gradually, Then Suddenly & Zaprite 32:59 - How to improve and expand 39:38 - Flipping perspective on money 49:41 - Stability pools 55:48 - Sapping power from fiat system 1:02:31 - Managing expectations - What’s next 1:08:08 - Open source announcement 1:13:25 - Running on a bitcoin standard 1:18:25 - Wrapping up Shoutout to our sponsors: River https://river.com/tftc Unchained https://unchained.com/concierge/ Zaprite https://zaprite.com/tftc Gradually, Then Suddenly https://thesaifhouse.com/gradually TFTC Merch is Available Shop Now: https://merch.tftc.io Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/

Marty sits down with Dave Collum to discuss inflation, the election and the twisted networks influencing politics and entertainment. Dave on Twitter: https://x.com/DavidBCollum 0:00 - Intro 1:09 - Truflation is BS 9:18 - Hardware collateralized debt 11:08 - Deflation and money supply 14:13 - River & Unchained 16:06 - Yen carry trade and US buybacks 19:36 - Compounding valuations 25:32 - Gradually, Then Suddenly & Zaprite 27:38 - Narrative control and war drums 34:04 - Kamala’s campaign 40:19 - The assassination memory hole 43:47 - Elon 48:51 - Propaganda whirlwind 59:54 - Dark and disturbing networks 1:23:05 - Free speech 1:29:51 - Trump’s second term Shoutout to our sponsors: River https://river.com/tftc Unchained https://unchained.com/concierge/ Zaprite https://zaprite.com/tftc Gradually, Then Suddenly https://thesaifhouse.com/gradually TFTC Merch is Available Shop Now: https://merch.tftc.io Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/

Marty sits down with Peruvian Bull to discuss what's being done by the Bank of Japan. Peruvian Bull on Twitter: https://x.com/peruvian_bull Peruvian Bull on Substack: https://dollarendgame.substack.com/ 0:00 - Intro1:02 - Yen carry trade backdrop15:47 - River and Unchained17:03 - Market caught off guard20:10 - Liquidity alarm bell27:01 - Current status33:41 - Gradually, Then Suddenly & Zaprite35:19 - What do central bank counterparties do?44:12 - Treasury demand48:55 - Predicting the timeline51:34 - Good for bitcoin56:50 - How to prepare1:03:36 - Fourth turning1:10:06 - Wrapping up Shoutout to our sponsors: River https://river.com/tftc Unchained https://unchained.com/concierge/ Zaprite https://zaprite.com/tftc Gradually, Then Suddenly https://thesaifhouse.com/gradually TFTC Merch is Available Shop Now: https://merch.tftc.io Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Follow Marty Bent: Twitter https://twitter.com/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://tftc.io/podcasts/