Sagar

will be very similar to the 1970s generation who had to live through those very high periods of inflation.

It's not one-to-one, obviously, in terms of the numbers, but we've lived through it now for many years.

We've had high inflation since 2021.

Simultaneously, though, somehow we've also had booming corporate profits and the rich getting phenomenally much richer.

So it's much more of a generational conflict.

It's very unique in its own way.

But I think that the big economic story for me is just Asia.

I don't think they will ever forgive us for what we have done to them.

Here we go.

In India, where industrial clusters have been shut down for weeks, workers are reversing urbanization, melting back to rural villages to thresh wheat.

The cost of acetaminophen and antibiotics has already gone up because of production.

For our purposes, TSMC says that they have enough helium on hand for production in the near term, but a prolonged crisis, and then they're gonna have

real problems.

Look, for our purposes, we have a ton of helium here in the U.S., but again, as I've learned, shipping helium across the ocean is actually not that easy.

It's got to be liquefied.

It has to be cooled.

It actually evaporates over a certain period of time.

Getting it from here to Taiwan would be a seriously costly endeavor.

Potentially, there could even be shortages.

There's all kinds of chemicals that are caught in the Persian Gulf, even offshoots of the oil and gas.