Readings/content links include a RealVision interview with Dan Tapiero, MGI on the rise and rise of the global balance sheet, Oilprice.com on Russia’s deal to develop the Chalous gas field in the Caspian Sea, Myrmikan Capital on policy error and 60 Minutes visits Deep Springs College.

• RealVision: The macro trade in digital assets (Raoul Pal with Dan Tapiero).
• McKinsey Global Institute: The rise and rise of the global balance sheet (link to full report here).
• Oilprice.com: Russia’s biggest move yet to take control of the European gas market.
• Myrmikan Capital: Policy error.
• 60 Minutes on CBS News: Deep Springs College brings rigorous academics to a ranch in the high California desert.