A Havenstein Moment.
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Déjà Vu All Over Again
Sinister Forces
Mar 8
•
Rudy Havenstein
43
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A Havenstein Moment.
Déjà Vu All Over Again
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15
Before the Deluge, Part 3
The big industrialists stood to gain - though the masses of the people were financially ruined.
Mar 6
•
Rudy Havenstein
44
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A Havenstein Moment.
Before the Deluge, Part 3
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11
The trick is to survive
Quid Pro Quo
Mar 1
•
Rudy Havenstein
43
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A Havenstein Moment.
The trick is to survive
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9
February 2025
All right, Fate. Let's see what you got.
A Schumpeterian rebirth?
Feb 23
•
Rudy Havenstein
40
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A Havenstein Moment.
All right, Fate. Let's see what you got.
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8
A false perception of safety
You mean I can't trust private-credit car wash valuations??
Feb 17
•
Rudy Havenstein
44
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A Havenstein Moment.
A false perception of safety
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9
How to Fix America’s Accountability Crisis
With James O'Shaughnessy
Feb 13
•
Rudy Havenstein
29
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3
1:40:10
Pennies from Heaven.
An Emperor's New Clothes Situation
Feb 12
•
Rudy Havenstein
44
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A Havenstein Moment.
Pennies from Heaven.
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7
The Corruption of Money
No one asks about the balance sheet.
Feb 5
•
Rudy Havenstein
54
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A Havenstein Moment.
The Corruption of Money
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6
January 2025
The irredeemable trash of a thousand shinplaster debt factories
Party Poker on LSD
Jan 30
•
Rudy Havenstein
49
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A Havenstein Moment.
The irredeemable trash of a thousand shinplaster debt factories
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9
Jim Grant and Chris Whalen
We can borrow as much money as we want until we can't.
Jan 28
•
Rudy Havenstein
35
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A Havenstein Moment.
Jim Grant and Chris Whalen
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5
Ordinary People
1995 or 1999?
Jan 23
•
Rudy Havenstein
46
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A Havenstein Moment.
Ordinary People
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16
Ben's Kontrarian Korner with Paulo Macro
"What if this is the beginning of a level of insanity that we truly cannot imagine?"
Jan 21
•
Rudy Havenstein
,
Paulo Macro
, and
BR Kelleran
23
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1
1:05:53
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