global equities

Potholer54 presents the climate science case and a market-oriented, conservative-friendly approach to addressing global warming, with sources listed. It is part one of a two-part series.

Veritasium debunks common climate change myths in under seven minutes, with references to NASA and published research. Topics include CO2 sources, sea ice and 1970s predictions of cooling.

Ben Felix rebuts common arguments for holding only US stocks, such as past outperformance and international revenue exposure. He supports the case for international diversification with cited academic research.

Hans Rosling uses augmented-reality animation to show 200 countries over 200 years in four minutes, built from 120,000 data points. It tracks life expectancy and income to show the world's development.

An Economics Explained video on the different kinds of billionaires, from founders to oligarchs. It explains how wealth is held in illiquid stock and why diversification is a problem for some.

Digital Foundry's Alex Battaglia analyzes Metro Exodus Enhanced Edition, the first AAA game built around ray tracing. It covers the new global illumination, emissive lighting, DLSS and performance on AMD and Nvidia hardware.

Wendover Productions explains how the US military moves people and materiel worldwide, including prepositioned equipment, sealift and airlift. It shows the scale of the logistics system behind US force projection.

Kurzgesagt makes a selfish case for improving the world, arguing that helping people far away raises prosperity and innovation for everyone, including yourself. The animated video frames this as egoistic altruism and positive-sum cooperation.

The first video in potholer54's climate series, giving a basic look at how climate scientists infer that man-made carbon gases are changing the climate. It is a short explainer meant to present the scientific evidence plainly.

Sabine Hossenfelder explains climate sensitivity and why recent observations suggest climate models may have underestimated warming. She says this changed her view on how worried to be.

An animated 44-minute summary of Ray Dalio's book Principles for Dealing with the Changing World Order. It lays out the Big Cycle of rising and declining nations, covering debt cycles, internal conflict, and shifts in global power over the past 500 years.

Roy Beck's short gumball presentation using World Bank and Census data to argue that letting people immigrate to the US cannot solve world poverty because the numbers are so large. It is made by NumbersUSA, an immigration-restriction advocacy group.

Sabine Hossenfelder explains how the greenhouse effect actually works, given that infrared is mostly absorbed low in the atmosphere already. She walks through why more CO2 still warms the surface.

A three-minute excerpt from Milton Friedman's Free to Choose in which he uses a pencil to show that no single person knows how to make it. He argues that the free market coordinates countless strangers peacefully.