Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice.

This conversation is for informational and hopefully entertainment purposes only.

So, while we hope you find it both informative and entertaining, please do your own research

or speak to a financial advisor before putting a dime of your money into these crazy markets.

And now, on with the show. Welcome everybody to another episode of the 100-year pivot.

Joining me, as always, my co-host and good friend, Dmitri Kavinas.

Dmitri, how the devil are you, my friend?

I'm good. I'm good. How are you? Hey, I'm doing great. Another week, another catastrophic situation unfolding before our eyes. So, you know, it seemed like you wait for buses and none coming and they all come at the same time. It's the same with these podcasts. We have a couple of months of peace and quiet sitting there contemplating our navels and then

suddenly all hell breaks loose and it all kind of fits in with this 100 year pivot theme of us.

Yeah, I feel like we've missed some kind of gathering backlog that we're unaware of because

the number of buses that keep arriving suggests that there was a delay way back somewhere

that we all missed.

November. Yeah. It feels that way. You know, the conversation we had last week with Brian

went to about Venezuela was fascinating. And the feedback I've gotten has been great, which is nice.

You know, it was great to have a sane head to talk about these things. And, you know, we're going

to try and do the same again today with,

you know, the country of the week Iran, because the stuff unfolding there is, again, truly

extraordinary. And you've done a fantastic job in finding us someone to talk to that will give us

that same kind of balanced view that Brian gave us based in experience rather than any kind of

click-grabbing motivation.

Yeah, yeah, I love speaking with Kamran.

He's been on the show many times.

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