Enjoyed the interview By the way I've been listening to you for at least 4 years and never heard a 'mailbag' segment. I guess I'll have to keep listening to Patrick's other podcast as well 😉
Interesting talk BUT: I have been running sensitive electronics off battery backed solar for over 7 years. Not sure why you would think that solar can't participate in running LLM's???
The US didn't abandon the gold standard due to the relatively cheap commodities but because they can no longer stay that way. Commodities bear in the late 90-ties affected the Russian bear in the ist place. Asian countries benefited. Maybe too much and overdosed on money borrowing. Still it is just a derivative. Another trough in the mid 2010-s triggered nothing. Same with the covid’s that was a consequence not a reason. On the flip side there were expensive commodities that made a change. Preceded almost every recession, toppled governments, fired massive protests or/and accompanied military conflicts.
Natural gas is interesting play...alot of blue states are banning homes from using natural gas with a huge push to electric...how can demand go up in the US?
![Gunna - HIM ALL ALONG [Official Video]](http://i.ytimg.com/vi/w7Wf0h1Q8a4/mqdefault.jpg)
Adam is always a great guest
Always a great guest. Thank you.
Great stuff, thanks again!
Enjoyed the interview
By the way I've been listening to you for at least 4 years and never heard a 'mailbag' segment. I guess I'll have to keep listening to Patrick's other podcast as well 😉
"Wait, patrick has another PODCAST" on Kevin's voice
Interesting talk BUT: I have been running sensitive electronics off battery backed solar for over 7 years. Not sure why you would think that solar can't participate in running LLM's???
Massive. Not economic for 24/7 power.
"battery backed" won't scale up for the quantity of electricity that will be demanded.
So what do you do at night with solar?
The public naively believes they can control the price of oil/gas.
The US didn't abandon the gold standard due to the relatively cheap commodities but because they can no longer stay that way. Commodities bear in the late 90-ties affected the Russian bear in the ist place. Asian countries benefited. Maybe too much and overdosed on money borrowing. Still it is just a derivative. Another trough in the mid 2010-s triggered nothing. Same with the covid’s that was a consequence not a reason.
On the flip side there were expensive commodities that made a change. Preceded almost every recession, toppled governments, fired massive protests or/and accompanied military conflicts.
Natural gas is interesting play...alot of blue states are banning homes from using natural gas with a huge push to electric...how can demand go up in the US?
Because the electricity is generated by natgas
Jan 2026 55 calls? 50x?
Notice how the never talk stock market or bonds anymore cause they have been wrong since I don't know how many years, only energy talks
Yep
I have benefited from the show but understand your point.
It's literally called MACRO voices. Not NASDAQ voices or Mag7 Voices.. great show very good info.
So short oil and uranium, and buy more Nvidia. What are you waiting for?
@@orenalbertmeisel3127is nvidia a chip play?