Listening to my conversation with @GonzaloLira1968 I recorded back in April 2023 in preparation for a show this week it's amazing how the United States just abandoned him. This was the last interview he did recorded two days before his arrest. youtube.com/watch?v=xYku0fzG…
Michael Farris retweeted
Replying to @WGMorrow
WG — I see a lot of people using game theory ideas. I find that insufficient and have said similar to @BretWeinstein who holds game theory in higher regard. A
What has been successfully predicted about Hormuz or jabs using game theory modeling that would not be within the real of mathematical chance?
Did game theory predict Trump or RFKjr treason? Am seeing people who believe in Game Theory (and I think “believe” is the appropriate word) but who were surprised by RFKjr and Trump treasons, and/or by Israel’s genocides.
Am seeing little or no value of game theory modeling in predicting why major dope pushers push dope to millions of young people. But in my current working-paradigm this fits perfectly and is historically thick and rich in example. Such as the Pope who pushed Vin Mariani (cocaine wine) in the 1800s. I have one of the original bottles, btw. Empty.
That major influencers push game theory appears prima facie a distraction operation. A shiny-object truth-machine that appeals to academics but is useless — other than as distraction — in this perpetual global knife-fight that includes massive cult-combat.
We constantly see “analysts” using versions of game theory to predict escalation dynamics, etc., such as now at Hormuz. I just watched the man-child Rubio pushing game theory ideas during a press conference.
Rubio did not call it game theory but was 100% describing game theory dynamics regarding escalation dynamics with Iran, and he was lying or foolish every step of the explanation. There is no game-theory-like “negotiation”. This is global genocidal war. Hormuz is just one important square on a board with many important squares.
I have one of the earlier editions of “Theory of Games and Economic Behavior.” Not this copy for $125,000, but a far more street price!
Fascinating and important ideas but how can this be used to analyze cults who are not playing games but are committing constant genocide to rule the world? They are not playing games.
Game theory has its place. But in this knife fight. We need skills that include the ability to look at a man for a brief period — and to make consistently accurate intuitive leaps about his character and behavior. Scale this up from man-size to cult-size. Scale up again to the size of known human history, as best as possible.
Vital are people who can read people and who have a sense for historical flows.
@HistoricalDA
@HealthRanger
@Matt_Bracken48
@WeTheBrandon
@annvandersteel
@CoffeeandaMike
@FatEmperor
@ganaha_masako
Crash or Reset? The Difference Matters- George Gammon
George Gammon is a macro addict, investor, and libertarian. He talks the AI bubble, real estate, bitcoin, why the dollar is hard to replace, WW3, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!
@GeorgeGammon
What’s Really Propping up the Stock Market (CLIP)- George Gammon
My conversation with @GeorgeGammon is now up on Patreon, Substack, and YouTube. Please consider becoming a paid subscriber to watch now.
Follow the Money: Why Revolutions Start- Lt. Col. Karen Kwiatkowski
Lt. Col. (ret) Karen Kwiatkowski is a farmer, teacher, and retired AF officer. She talks how Hollywood films preview where society is heading, parallels of 2020 and now, thoughts on midterms, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!
@karen4the6th
Michael Farris retweeted
Young man are self-destructing through porn, weed and gambling. They may be our single, most powerful resource …absurd to squander it in this way.. @CoffeeandaMike
When People Stop Paying for a Broken System (CLIP)- Lt. Col. Karen Kwiatkowski
My conversation with @karen4the6th is now up on Patreon, Substack, and YouTube. Please consider becoming a paid subscriber to watch now.
Tom Skerritt, who starred in the TV series “Picket Fences” and appeared in movies ranging from “MASH” to “Alien,” “Top Gun,” “A River Runs Through It” and “Ted,” has died of natural causes at 93.
variety.com/2026/film/news/t…
Michael Farris retweeted
Yikes...worth the 90-second read 😳
Dinner with an exec/friend at a large national property management company tonight. This person oversees ~150k apartments; access to an insane amount of data.
Current multifamily market in most of the country is worse than S&L, .com bust, or the GFC. Worst they’ve seen.
Class A mostly fine, decent rent growth. However:
- credit scores at class A have gone down meaningfully over the past 3 years.
- more people are paying rent via credit card.
- average bank account balance noticeably lower than even 2 years ago
- class A tenants stretched thin, living beyond their means. 20k comes in, 20k goes out every month.
- starting to see these renters move down a tier
Class B:
- simply too many apartments, we built too much new stuff. Ripple effect is enormous.
- fewer renters tomorrow than today. Same store foot traffic noticeably down year over year. Some markets down 40-50%
- considering dropping rents below $700 a month on some 1beds in major southern markets.
Class C:
- looking at degrading NOI. Rents aren’t growing for a long time, but expenses keep creeping up
- more renters are one missed paycheck away from disaster than they can remember seeing in decades
- tenants aren’t paying rent because they simply don’t have it
- wage growth has not kept up
Lenders:
- some major investment funds, household names, haven’t paid their mortgages in 2-3 years. Banks won’t foreclose because “X is a big client.” Mexican standoff.
- a roof leak gets ignored, becomes water damage, then mold, then a down building. Buildings are rapidly deteriorating as some owners choose cash preservation over funding losses.
- number of pre-foreclosure and REO deals is the highest as a % of total units they can recall.
- data providers know it’s bad, but they’re paid to sell optimism to owners/lenders. So every forecast is “it will probably get a little better next year maybe” and that gets regurgitated at investment committees all over.
I asked “how do you think this ends?”
“Not sure. My gut says slowly then suddenly, and things will get really bad. Been doing this 40 years, you can feel it in the air. But, there’s a chance it’s just a decade of tolerable pain. I’m praying for that.”
The Insider Trading Double Standard- Charlie Garcia
Charlie Garcia served six Presidents, both partie, veteran, serial entrepreneur and bestselling author. He talks power of social media, war in the Middle East, debt crisis, the insider trading double standard, AI, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!
@charliepgarcia
Trump is Trying to Destroy America - Matt Smith
Matt Smith produces a series of videos with Doug Casey, and co-hosts the YouTube show Doug Casey’s Take. He talks the government declaring war on it’s own citizens, destruction of global energy, how COVID built the digital control system, Trump trying to destroy America, voting, midterms, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!!
@mattpheus @Michael_Yon @DavidBCollum
















