2026 as amalgamation of past cycles
The guest's mental model framed 2026 as an amalgamation of 2016 (manufacturing recovery), 2003 (jobless growth), and the late-1990s (tech euphoria), peaking around a potential SpaceX IPO.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.