Joined May 2009
- Tweets 2,514
- Following 2
- Followers 37
- Likes 5,478
1 Photos and videos
Covering Delta retweeted
Jun 9
What in the pathology explains how psilocybin would have this effect?
Jun 9
This is biblical.
A woman in her eighties. Ten years into Alzheimer's. Hadn't spoken a full sentence in five years.
Takes one, 5 gram dose of psilocybin.
She slept 19 hours and woke up and spoke for hours about her life, recognized family and held real conversations. She regained bladder control after five years, walked on her own. and dressed herself. Gains held for weeks.
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Covering Delta retweeted
Jun 5
"Language gave machines a way to talk about that world. World models are how machines will finally come to understand, imagine, reason and interact with it."
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Covering Delta retweeted
Jun 3
The vandals have sacked the Cathedral over at CBS, evidenced by the systematic firing or resignation of anyone with a shred of journalistic integrity and the capacity for independent thinking.
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Covering Delta retweeted
Jun 3
I'd rather live in a messy city with a 1992 NYC crime rate than one in which missiles occasionally rain down on my head.
Famous last words, as this is where more privileged parts of the world may be headed anyway, but the point stands.
It's not all about taxes and crime rates.
Kuwait International Airport after the Iranian drone and missile attack.
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Covering Delta retweeted
May 31
I think about this A LOT.
Taking these statistics at face value, what does the ratio of one's net worth to their home's replacement cost value need to be in order for forgoing home insurance altogether to be a rational decision?
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Covering Delta retweeted
May 29
A fund promising 60% returns to outside investors is claiming to outperform nearly every professional who's ever lived. This is how we know it's a fraud.
Patrick, who made his fortune in multi-level marketing selling insurance to the middle class, knows this better than anyone.
The fact that he accepted 1 million dollars from this scammer to market directly to his audience is not surprising given the culture of his organization. It doesn't mean that he had evidence it was a fraud and chose to promote it anyway. It's just that when you run your business in unethical ways you tend to attract unethical people.
People with integrity don't hang around guys who claim they can generate 2x the returns of Stanley Druckenmiller or Peter Lynch with zero-track record, let alone promote them as their headline sponsor to a crowd of "12,000 founders and CEOs" who paid up to $17,000 per ticket for the privilege.
May 29
PBD call is here 🔥 youtube.com/watch?v=O4A3HhLX…
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Covering Delta retweeted
May 28
🤦🏻♂️
May 27
Reporter: "What do you say to President Trump saying he's a lifelong Knicks fan?"
Hochul: “I’d ask him to name the starting lineup of the 1993 Championship team and see how he does."
The last time the Knicks won a championship was 1973.
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Covering Delta retweeted
May 27
The problem with this car is not that it isn’t fun and cool in its own quirky way, but that it’s not worth $700,000. It’s not even in the same universe as that kind of money.
May 26
Jony explaining the thinking and founding ideas that shaped the Ferrari Luce interior.
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Covering Delta retweeted
May 26
Car design has become commodified, as have the features that used to differentiate one from another. There is nothing unique about this vehicle.
If you have a vintage car that's fun to drive (especially if it's a manual transmission) hold onto it. Those prices are only going up.
May 25
Introducing Ferrari Luce, the first electric Ferrari designed by LoveFrom.
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Covering Delta retweeted
May 25
Manoj Pradhan joins me on @HiddenForcesPod to discuss how aging demographics will lead to a deterioration in developed government finances, ultimately forcing central banks to choose between monetary stability and supporting growth (and employment).
hiddenforces.io/podcasts/how…
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Covering Delta retweeted
May 22
I just wrapped up an insanely great conversation with Manoj Pradhan, who argues that rising real interest rates driven by a number of structural factors will create a persistent and still under appreciated deterioration in the fiscal position of governments across the developed world, ultimately forcing central banks to choose between maintaining monetary stability and economic growth (and employment).
DEMOGRAPHICS ARE INFLATIONARY
Pradhan contends that conventional models — which predict aging will drive deflation and lower real rates — misread the macroeconomic balance. As populations age, government dis-saving (through unfunded pension and healthcare obligations) overwhelms additional private savings, while chronic underinvestment in new housing construction post-GFC will create persistent housing demand competes for the same shrinking pool of capital. Layered on top are spending pressures from defense, climate, and digital infrastructure including data centers. The result, in his view, is a regime of higher real rates, stickier services inflation, and growing political pressure on central banks to suppress bond yields — what he calls fiscal and financial dominance.
HEALTHCARE, HOUSING, AND SERVICES INFLATION
The first hour establishes the foundational thesis: the two channels through which demographics push real rates higher (healthcare new housing construction), the role of China as a fading disinflationary force, Baumol's cost disease as a driver of services inflation, and the implications for Social Security and sovereign debt. Recent bond market stress in the United Kingdom, France, Japan, and the United States is offered as early evidence that the regime change Pradhan and Goodhart forecast a decade ago has begun.
AI-DRIVEN WEALTH EFFECTS FISCAL DOMINANCE
The second hour digs into housing investment (and it's impact on interest rates), intergenerational wealth dynamics, and a notably contrarian view on artificial intelligence and inequality. Drawing on the work of labor economist David Autor, Pradhan argues that AI's diffuse impact on white-collar work makes it qualitatively different from prior technological shocks and could actually reduce inequality rather than widen it.
The conversation then turns to the book's title concept — central banks losing independence through both fiscal dominance and financial dominance — the political pressure currently on the Federal Reserve, and what all of this means for asset allocation in a world where, in Pradhan's words, equity markets "will have to earn their earnings rather than be lifted by a tide of cheap capital."
The episode drops Monday. 🔥🔥🔥🔥🔥
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Covering Delta retweeted
May 18
I had the misfortune of having to sit through a talk given by this individual at a small gathering a few years ago where he made an ass out of himself with his hot takes on every trending twitter topic known to man.
Michael @Shellenberger is one of the rare public figures willing to go against the grain on the Epstein conspiracy and admit he was previously wrong.
“My fear of God is greater than my fear of public opinion,” he tells @coldxman.
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Covering Delta retweeted
May 18
I'm joined by @MilesTaylorUSA, fmr Chief of Staff at the @DHSgov to discuss the existential stakes of AI development, the erosion of centralized state power, and the domestic security threats that will define the years ahead.
hiddenforces.io/podcasts/ai-…
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Covering Delta retweeted
May 14
Grok was trained off of twitter conversations, which is why it's version of a public square is a grand melee of gratuitous slaughter and violence.
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Covering Delta retweeted
May 13
I remember when @TrevAHall first launched the Mining Stock Daily podcast.
In just a few years he’s turned it into a successful media company that helps educate investors on what will doubtlessly be one of the most important economic sectors to watch in the years ahead. 👏🏼👏🏼👏🏼
May 13
We are in a very unique commodity cycle right now. This is why we created clearcommodity.net and the #ClearComm network. Loads of content and interviews there to keep track of what is powering the natural resources trade.
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Covering Delta retweeted
May 11
The vast majority of people working in customer service for US companies have environmentally induced mental disabilities. This is a product of (1) learned helplessness and (2) the internalization of institutional inertia resulting in a total failure of common sense.
I would love to see some research done in partnership with wireless carriers to determine how much time the average American spends on such phone calls with call centers and how much it has grown in the last 10 years.
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Covering Delta retweeted
May 11
Anyone facing the type of diagnosis Eric received in November 2023 would be excused for becoming paralyzed by fear and falling into terminal depression. Instead, Eric faced his diagnosis with the kind of courage and determination that you only read about in great myths and epics. It has been nothing short of inspirational to follow his journey.
He is a role model for all of us and his wife, family, and most of all parents who have had to face some of the worst news a parent can ever hear must be very, very proud of the man he has become.
May 11
Almost three years ago, I was diagnosed with Stage 4 liver cancer.
After ~50 rounds of chemotherapy, immunotherapy, radiation, and a life-saving liver transplant, I am cancer-free.
This is my story:
I was 12 years old when I first heard the words "Fibrolamellar carcinoma", a rare and aggressive liver cancer that primarily affects children, teenagers, and young adults.
It is said that FLC occurs in about 1 in 5 million people.
We caught it early, at Stage 1, and surgeons were able to remove the tumor.
For the next 10 years, I was monitored closely through bloodwork, CT scans, and MRIs, and I showed no evidence of disease.
Life went on the way you hope it does after a childhood cancer. I genuinely believed it was behind me.
Then, in November 2023, 18 years after my original diagnosis, sudden and severe abdominal pain sent me to the emergency room.
What we discovered changed my life and the lives of everyone around me forever.
The cancer had come back, and this time, aggressively. Stage 4.
Multiple tumors throughout my liver and lymph nodes, and potentially my pancreas.
Surgery was ruled out completely.
I moved through clinical trials while the disease continued to progress.
The conversations with my doctors were not optimistic.
"There's not much we can do."
"We're looking to extend your survivability."
These were the worst of moments. I was newly married, with life turned upside down and options narrowing. It really felt like there was no hope.
That's when my brother found FibroFighters - a patient advocacy and education foundation for those impacted by FLC.
From the moment my family connected with Tom Stockwell and Dr. Paul Kent, the organization's medical director and one of the world's leading experts on Fibrolamellar, everything started to change.
They gave us direction, a plan, and a sense of possibility we had lost.
In no uncertain terms, I am alive today because of them.
Over the next 18 months, I underwent nearly 50 rounds of chemotherapy, immunotherapy, and radiation.
Remarkably, the tumors began to shrink.
In October 2025, almost two years after the night I walked into that emergency room, I received news that was originally impossible: I was eligible for a liver transplant.
My sister-in-law, Luisa, stepped forward as my donor, an act of love and courage so profound that I am still, every single day, searching for words large enough to hold it.
In the same operation, surgeons performed a Liver Transplant and a Whipple procedure, a one-of-a-kind surgery.
I sit here today, seven months later, with no evidence of disease.
When you're discharged from the transplant floor of the hospital, you ring a bell. There's a plaque next to it. It says:
- I ring it once for myself, to commemorate my journey so far and to reflect on this moment.
- I ring it again for those who have supported me and been by my side.
- I ring it once more to honor my donor, who has given me a second chance.
- I ring it lastly to encourage all of those who are still waiting on the list.
This post is my attempt to honor the fourth ring, to help and encourage those still in need.
I'm raising money for FibroFighters, the foundation that saved my life.
They do extraordinary work for a disease that is still desperately misunderstood, misdiagnosed, and mistreated.
Your support helps them do the same for the patients and families going through what I went through two years ago.
secure.givelively.org/donate…
If you can give, please consider giving. If you can't, please share my story.
Either one helps someone still in their fight.
Most importantly, to all those impacted by Fibrolamellar, there is reason to be hopeful.
I am proof.
***
#fibrolamellar #FLC
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Covering Delta retweeted
May 11
I'm joined by @WillManidis to discuss the collapse of secular institutional legitimacy, the reassertion of divine faith and political violence as organizing forces, and what AI-generated wealth concentration means for the economy and the social contract.
hiddenforces.io/podcasts/god…
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Covering Delta retweeted
May 10
This ref needs to go straight to jail. No leniency.
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