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02:37 - The big macro picture
04:37 - Inflation from a historical perspective
14:22 - Cycles and trends - how are they different?
18:23 - A sticky situation
21:53 - A wealth of trades?
26:58 - A secular reality
29:17 - The banking situation
35:16 - A build-up effect
38:58 - Buying Puts - A way to lose money?
41:02 - Cyclical vs Secular effects
46:38 - Inflationary pressure in Japan
54:45 - De-Dollarization and changes on the global stage
01:08:14 - The advantage of commodities
01:13:41 - Where is the world heading?
01:17:57 - Final thoughts