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[E @powelle404]

@Oaktree Yes, please! And thank you! Can’t get enough of your memos and podcasts. Recent one with Morgan Housel was great fun!

[E @powelle404]

@RealSpikeCohen @MorePerfect episode suggestion

[E @powelle404]

@TheStalwart @tracyalloway @PEWilliams_ Forbes article “California Scheming” is a good read https://t.co/obaAD4khKd

[E @powelle404]

@biancoresearch GMO’s The Passive Aggressive Agg presentation (Grant’s Fall ‘19 Conf) one of the best https://t.co/A39pl1hMWU

[E @powelle404]

@patrick_oshag Orlando Bravo (software)

[E @powelle404]

@cate_long McGirt

[E @powelle404]

@WifeyAlpha Tsy buybacks will solve this tho right?

[E @powelle404]

@RBReich Favorite podcast on the ruling @MorePerfect

[E @powelle404]

@verdadcap So you’re saying there’s a 55% probability of no financial crisis within 3yrs of entering the “red zone”

[E @powelle404]

@junkbondinvest Zeros due in ‘25 @ 26%

[E @powelle404]

@INArteCarloDoss https://t.co/2Jdy4b904y

[E @powelle404]

@INArteCarloDoss Reminds me of Matt King’s piece “When liquidity meets insolvency” (irrespective of it being from nearly 3yrs ago, still so many relevant points)

[E @powelle404]

@cate_long @edmillard I’ll listen. Link?

[E @powelle404]

@GordonJohnson19 @federalreserve Narrow banks not allowed https://t.co/spzCrOKilK @matt_levine

[E @powelle404]

@patrick_oshag Tax-exempt munis yielding behind 5%

[E @powelle404]

@TheCreditBubble @PdxSag @conorsen Quite the opposite of The Narrow Bank (TNB) https://t.co/efron4P8c7 @matt_levine

[E @powelle404]

@DanielSLoeb1 How many were passbook savings accounts? and did you have to send in the passbook annually along with a deposit. Forgot one the first of many odd responsibilities I got to do at Baupost. Good stuff.

[E @powelle404]

@fed_speak My kids get confused by the theme song expecting news about the beach or vacations 🤣

[E @powelle404]

@BretWeinstein “Society is under-nicotined” see the Conservation of Intoxication theory @TheCreditBubble https://t.co/Dmf5V6Wh8L

[E @powelle404]

@mert @lex_node So every NFT is basically and potentially just