I think there are a lot of wrong assumptions here. He is stating business is booming because of techstock prices. Construction in Germany is stalled, a lot of projects have been stopped things are dire. He states “At lower interest rates, banks lose the incentive to lend. At lower interest rates, the Treasury pumps less money into the economy as interest.” -> this is false. At high interests rates companies don’t want to ask loans. When interest rates go down all companies go and refinance their loans. I think there are a lot of reasonable comments but in the middle he commits one or 2 fallacies and reverts the script