I sat down with @HenrikZeberg to discuss his macro outlook, K-shaped economy, inflation, a potential big tech bust coming, why the 4-year bitcoin cycle is not going anywhere, and what a monetary reset would look like.Enjoy!YouTube: https://t.co/egfLMpVGqOSpotify: https://t.co/AGVcmpFvn0Apple: https://t.co/RFfUQao3ZbTIMESTAMPS:0:00 - Intro1:20 - Where are we in the macro cycle?9:47 - Are we getting a blow off top in risk assets?12:20 - Historical stock market valuations vs today25:42 - What happens in the ne ...