#Bitcoin #ETH #Optimism #PeterZeihanvsEV #BTCvsRealEstate #SPX2023
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    00:00 Introduction
    01:19 Where to Ask Questions
    01:40 What are your thoughts about OPTIMISM (OP) ? It does hit a few tags for me: low market cap, high volume, L2 scaling, fairly new project.
    02:24 More DAU than ADA per Artemis
    02:54 Op Transactions per Day – Solid
    03:20 Market Cap per Daily Transaction
    03:51 Supply Schedule
    04:37 Inflation over 10% in 6 Mths
    05:38 Valuation Based on TPD and DAU
    07:26 I’m a 75 year old “boomer”, and this may be my one and only cycle. I bought in high, averaged down BTC to 45. Out of dry powder. What is your best guesstimate as to a range for the next possible ATH and timeframe? Want the best for my wife of 54 years.
    08:18 Bitcoin Halving Clock
    08:32 Bitcoin Halving Rallies – Pantera Forecast
    09:40 Halvings Impact on Bitcoin Price
    10:37 IA Model Based on History
    11:20 Summary for April 2024
    12:34 2 scenarios. Setting: Toronto, Canada. Who would come out ahead? Renter who buys and hodls Bitcoin for next 20 years. Able to buy $300k of BTC. Home owner with million dollar 20yr mortgage, 20% down. Plus variable rates every 5 years, expenses, taxes, and equity growth minus repairs. Able to buy $100k BTC (b/c spent $200k on house).
    13:38 Toronto Real Estate CAGR 7.08%
    14:04 Canadian Money Supply Expansion
    14:42 Modeling Out Real Estate in Toronto vs Bitcoin
    17:00 Everyone Needs a Castle
    17:54 I value Peter Zeihan’s thoughts on factors driving global developments – but wonder about his dismissal of crypto and Tesla/EVs. You’ve referenced Zeihan re: demographics. What do you make of his crypto/Tesla stances?
    19:18 Move to BEV is Happening Whether PZ Likes It or Not
    19:57 Electric Vehicles
    20:16 Need 10x Graphite and Lithium
    22:35 Peter on Elon’s Politics
    23:26 MFF on Zeihan
    24:08 Zeihan re Cobalt
    24:58 Peter on Tesla Valuation
    26:08 For Tesla to be Priced it has to Fall 90%
    26:17 Zeihan on Carbon Footpring
    27:09 4 Yrs X6 burns 4,000 Gallons
    27:30 4,000 Gallons – Carbon Footprint
    28:49 What’s the best way to make profit holding 100 shares of Tesla at this time with options?
    29:00 Covered Call
    20:16 Assuming S&P500 could hit a new low in ‘23, or come close to ‘22’s low, what’s a good strategy to DCA in the ETF with less hustle (set it and forget it)
    30:56 SPX 2023 Game Plan
    32:59 Unemployment numbers remain low but is it due to time running out on unemployment benefits and rolling them over to Welfare? Once on Welfare ppl are no longer looking for a job and don’t get counted against the unemployment calculation. Welfare spending has skyrocketed over the years and seems like they should be correlated or is this a nothing burger?
    33:50 It is Definitely An Issue
    34:07 Benefits Pay Better A LOT Better in Many States
    35:06 Long Term Unemployed 64% Remain after 27 Weeks
    36:03 Foodstamps
    36:20 Welfare Skyrocketing
    37:00 236M Recipients of Benefits and SS
    37:44 39% Support 61% but 5M Pay No Taxes
    38:16 57% Working Age
    39:06 Liability per Taxpayer
    40:11 Summary

    42 Comments

    1. Best finance channel on YouTube. Keep on keeping on. As the market settles and we get more recessionish, glad to receive sound information via this channel.

    2. Love Peter but when he steps out of his lane (Global warming absurdness, EV's, Crypto, Covid Jab) – he's an opinionated typical Liberal Dem – in other words he has a very high opinon of himself and his opinions without much reason. Its interesting as he searches for contrary opinion in his real line of expertise – Geopolictics – but does not do the same in these areas. Kind of odd – but not when u consider that he's a Berkeley-type Dem "liberal" who believes pretty much anything the Dem/Fascists tell him.

    3. Re the fuel comparison – first the carbon use is dumb. Carbon is great, without it the planet's plant life and algae die (so do we). He also days "i didn't burn a drip of oil" – stupid. Where do you think your electricity comes from., orange juice?? 😆

    4. Zeihan trashed his reputation with his EV video. If he’s so incompetent on that subject maybe his analysis on geopolitics is bs too

    5. The truth shall set you free. Jesus said “stop judging by mere appearances, and judge correctly” ( john) This goes for all of you who cast votes. All Democrats try to get everyone to disobey the 10 commandments. Dems, and big gov’t steal our money. That disobeys the commandment “Thou Shalt not steal” Dems also covet by successfully stealing more money from the rich than they do the poor. Dems say “the richer you are, the more we are going to steal” this is coveting. Also “Thou Shalt not kill” is a commandment – Dems take great pride in the murder of babies. These are just 3 examples. Enough is enough !
      We need to make it illegal for gov’t to steal big chunks of our paycheck and fund gov’t by simply donating. ( it is obviously false to pre-assert / assume that nobody will donate) but each household will have on average $23,000 of extra cash per year on hand under this idea. Surely we can make govt a satisfactory size with satisfactory powers to all by having this system: The $$$ donated ought to be pooled in DC – and is divied ⅓ to house, ⅓ to Senate, ⅓ to president. Those 3 piles are divided evenly amongst all representatives. So each house representative gets 1/465th of the house’s third of the cash pile. Each Senator gets 1/100th of their third., and President gets his whole third. 144 government department leaders go to each rep begging for cash for their department to run, and to even exist. Once every 2 weeks, the money pile is sent to a large building where all reps gather, and receive their portion of the pile to be dispersed to different gov’t branches. 144 federal gov’t dept. Leaders go around to each and every representative asking for cash to keep their department going. If Mitch McConnell / Chuck Grassley, Lauren Boebert ( and all the others) see fit to not give a certain department money, or to significantly lower funds to that department, then the elected reps will do so. I know The people do not want a department of education, or Dept. Of energy, or urban housing or many other wasteful, useless departments ! Social security is also a gigantic spending
      section, and who wants it? Not I. So if the reps were smart, and want to get re-elected the next month, they will be forced to give money wisely, or LOSE THEIR JOB IN 1 MONTH. There will be a pie chart made of the spending decisions of each rep. All the people could clearly see the pie chart. All reps up for re-election once a month- iphone voting. Senate must have term limits and that is 36 1 month terms. House: 24 1 month terms. Yes, it means elections are going on continuously. Prez: 8 terms, but up for re-election once a year. Why this is ideal? We want gov’t action ! Because all 370,000,000 of us are 100% unsatisfied with the gov’t. If you have a better solution – let’s hear it. Please talk to everyone you know about this system and how to fix the GIGANTIC dissatisfaction with gov’t/ elections. Nobody is happy with Gov’t. So, lets correct it, and I don’t mean nibbling around the edges. I mean doing the above. There is no way in the world we should be spending $40,000 per household per year on federal gov’t ! That is enough money to rebuild the entire interstate highway system over and over again every month !!!!! I say that because my share of the interstate highway system is about a 1 foot section of roadway. It is a simple calculation: the interstates are 64,000 miles long, and 1 mile is 5280 feet, so 64,000 times 5280 equals 337,920,000. ( this is about how many feet there are in the interstate highways, and this is also our population, so obviously each man woman and child is responsible or “pays for” 1 foot of interstate roadway). So, let’s fix the gov’t and see what happens. Without my above system, or another system that is better, gov’t will not get fixed, I guarantee you all. They just want to keep their sweet cushy jobs and keep the gravy train of steal all our money going. SAVE THE UNITED STATES OF AMERICA !!!!!! WE DONT WANT ANOTHER CIVIL WAR ! Watch YouTube channel TIK, with hitlers pic “I am a socialist “…. ***THINK ***. “If they don’t work, let them not eat”. Thank you for reading. If you want this system established, spread the word by copying and pasting and sending the idea to everyone you know on your contacts.

    6. Can someone explain or put me in the right direction on when the next best time to buy a house would be? Prices are going down but rates are way up so that kind of cancels the price declines out correct? Will there be kind of a happy medium time within the next few years where the prices stay somewhat low when rates begin to drop and thats when it would be time to start looking?

    7. Take in account that data cuold be twisted or some are even pure lies held high by bought scientists, most energy is still produced by burning fossil, charging your Tesla s and so. And the industry needs powerful engines, for planes, ships, construction equip.. and this is not possible to change to electric. Electric powered ships ALL HAVE DIESEL GENERATORS 4 EVER, diesel or fossil fuels are never going to run out, because we can create them constantly, even out of your trash. So unless we move to a worldwide nuc fussion and or salt reactor sort of technics, and capacitor installs to level this out 24/7/365 ….

    8. I just turned 23 and want to devote myself into becoming a millionaire by 30, I already have 80k saved, 65k lump sum following the death of my father and 15k in personal savings. So far ive come across dropshipping, stocks, and real estate as the most popular means of doing so but i was wondering if any of you guys had other suggestions, at this stage im just trying to learn about the most viable ways of achieving success within 10 years

    9. Hello James I understood you sold SOL at 9 so basically at the bottom, which is the rational of the sales given this is your favorite alt coin?

    10. Any chance you can do a review of Telos please? Even though you don't like the chain lol maybe a break down of why you don't? It would be much appreciated. Cheers James

    11. I understand that the points needed to be refuted but it's still really frustrating that so much of the video needed to be spent countering some no name ICE car licker. In a thousand years when we are joining the greater galactic community and they are asking us why it took so long it's going to be all of these dinosaurs who were doing everything in their power to slow down humanity switching to renewable energy and getting to the stars.

    12. Hi James. I remember many months ago you talked about NVTA. Could you possibly do an update on this stock? I'm not looking for any hopium. Just an honest assessment of it's current form would be great. Stay well.

    13. Green smoothy Cheers James. Could you please revise or revisit the previous series "How to retire on Solano" price models. But this time starting now in crypto winter through a likely recovery back up to the old high of $260. Also including similar models on Btc, Eth, Atom, Tezos, and Polygon Matic as part of a theoretical portfolio. Thanks always!

    14. I don't consider SS and Medicare welfare as I paid in all of my working life, still working at 65. I would take a lump sum any day in BTC. BTW, I hate golf, give me a good hike any day of the week:))
      Thank you James, please don't take this as negative just factual.

    15. Zeihan is a huge wind and solar fan, he’s just realistic in regards to the application of these. His comments towards Elon’s political beliefs were without judgment, he just noted the possible effects on goodwill. There are dozens of independent studies agreeing with Zeihan’s point about carbon footprint. There’s an informative TED talk on the subject for those who don’t have time to read on it. I agree, you should have him on your channel. He’s appeared on other channels with smaller viewership.

    16. James, you don't seem to be familiar with the Club of Rome and the people who started it. They ARE the creators of the climate change narrative and many are oil oligarchs. Part of the propaganda is that they care about oil. They care about energy, namely the control of it as a lever to direct humanity where they want it to go. I highly recommend familiarizing yourself with the excellent documentaries on these subjects by the Corbett Report and the incredible forensic historians over at Grand Theft World.

    17. Great content. Numbers provided on US government funding of a variety of programs & services – in 🇨🇦, it's even worse on a ratio basis with a population 10x smaller. 🇨🇦 will collapse far sooner than the USA with the incompetent mgt in place on Parliament Hill in Ottawa.

    18. Thanks for the video James. You don't need to apologize for getting into "political" topics as they really aren't unless you use the D or R words, which you don't. Regarding the Tesla/Zeihan points, I have several questions that due in full respect of wanting to know your position more clearly. Can you research/discuss the ACTUAL embodied carbon footprint of a Tesla instead of the average of all cars; Zeihan claims Tesla data is biased and incomplete. Also can you address his point that due to changing demographics there will not be enough "capital" to support mass adoption or evolution of the EV industry as a whole and hence Tesla will only be a luxury brand. Apart from FSD, what else does Tesla have that maintains its moat on the market while other manufacturers catch up and take market share? Can you elaborate on your ICE manufacturer theory. Thanks!!!

    19. Social security and Medicare are not WELFARE. These are programs that people pay into during their entire working lives. You’ve offended half of your viewers. Sad.

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