$MARKETCRAFT - Chris advocates for the concept of 'market craft', which encompasses strategies used by institutions like the Federal Reserve and the Strategic Petroleum Reserve to shape financial and energy markets. He argues for its importance in understanding and managing economic systems.
$HOUSING - Chris expresses enthusiasm for modular housing as a potential solution to the housing crisis, highlighting its efficiency and speed of construction. He suggests that industrial policy could support this approach to address housing shortages.
$CLEANENERGY - Chris advocates for increased investment in clean energy, beyond the levels provided by the Inflation Reduction Act (IRA). He emphasizes the need for more coordinated and substantial funding in this sector.
Bearish:
$USD - Chris expresses concern about the stability of the US dollar due to excessive money supply and potential threats to American capitalist institutions. He suggests that these factors could lead to a significant devaluation of the dollar.