Provenance
This standalone page was migrated from the February 2026 compendium corpus.
Primary Sources: 43 YouTube Videos
The foundation of this compendium is a corpus of 43 videos published on the allthingsfinancial YouTube channel between May 31, 2025 and February 24, 2026 — a span of approximately nine months. Full transcripts were obtained from a structured database. All 43 videos had complete transcript text available for analysis.
Three videos required special handling for chronological placement:
- Video
sHXPWsU2cGAhad a malformed title date (“1-252026”), normalized to January 25, 2026. - Videos
zn_5lFf4QqAandsoWHOoC_jLc(the Intel two-part series) had no explicit date in their titles and are placed by sequence and context as approximately late October 2025.
Independent Research: 10 Deep Research Reports
To fact-check channel claims and fill analytical gaps, 10 independent research reports were commissioned covering:
- Maritime chokepoints and Malacca Strait dynamics
- Rare earth elements and MP Materials
- Semiconductors, Intel, and TSMC
- Demographics in Japan and Europe
- Capital flows and pension repatriation mandates
- Federal Reserve mandate, COMEX, and financial plumbing
- US strategic posture and Monroe Doctrine parallels
- Deglobalization frameworks and competing theories
- China’s strategic doctrine and rare earth policy
- US supply chain vulnerabilities in food and fertilizer
These reports provide the empirical base for all verification tags. Where a claim could not be checked against these reports or standard public sources (USGS, IEA, IMF, OECD, national statistical agencies), it is tagged [UNVERIFIED].
Adversarial Critique
A structured adversarial review of the framework was conducted independently, providing the intellectual comparison table, framework rating, structural bias identification, and falsifiability assessment used in Part 1. The critique was designed to test the framework as a standalone analytical system, not merely as commentary.
What Is Not Included
This compendium does not include the channel’s community interactions, non-video content, or any material beyond the 43 specified transcripts. It does not include proprietary data or paid research. All independent research was conducted through publicly accessible sources and structured deep-research queries.