If you mean his specific catastrophizing, then I'd agree. I think he's right on a lot of his philosophy around monetary policy.
Yes, I agree. I find his commentary compelling and agree with the philosophy and "vibe" of his arguments. But I also remember ascribing credit to his "and therefore Bitcoin will go to zero" tags at the end of all his podcasts, and I wish that I had not been tuned into that message is those days. So I question the specifics he's spouting now.
1