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🎙 Friday Macro Debrief
Space Power, Greenland Metals: Building the Resource Stack for AI Beyond Earth
 • Neil Winward
2:27
Space Power, Greenland Metals: Building the Resource Stack for AI Beyond Earth
Energy, compute, and the next phase of sovereign industrial power
 • Neil Winward
🎙 Friday Macro Debrief - Mamdani Is Repeating a Failed Housing Playbook
The Great Gen Z Buyer’s Remorse: When “Vibes” Meet Macro-Prudential Reality
 • Neil Winward
3:39
Mamdani Is About to Screw Up NYC Housing. Surprised?
The Great Gen Z Buyer’s Remorse: When “Vibes” Meet Macro-Prudential Reality
 • Neil Winward
Pentagon Inc.: Owning the Pipes of Power
A new era of industrial policy and why it makes sense
 • Neil Winward
The Price of Tomorrow
A quick tour through macro, debt, deflation and its debt-rich legacy.
 • Neil Winward
🎙️Friday Macro Debrief
Pentagon Inc.: Owning the Pipes of Power
 • Neil Winward
6:31
The $282,000 Ghost Asset Freezing the American Housing Market
How mortgage lock-in is destroying private wealth — and how residential defeasance could restart U.S. housing without stimulus.
 • Neil Winward

December 2025

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