I really don't see that. He basically says its driven by a "CCP and PBOC’s desire to temper soaring commodity prices" is the reason they have lockdowns, but lockdowns do the opposite ("they will only have a temporary effect, it holds no weight"). That's it.

Not a single why and not a single explanation beyond "I'm really smart, you should follow my podcast because I knew it would happen this way". Then rinse and repeat.

Catsfive, i think you do a TON of great posts here regularly so its not a criticism of you. Just this particular sticky being really low quality.