Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)
On The Brink with Castle Island
Navigating Inflation, Interest Rates, and Government Debt
This chapter delves deep into the intricate relationship between 10-year bond yields, inflation expectations, and government debt issuance, exploring historical contexts and current implications on the financial markets. It highlights the impact of liquidity crises, government interventions, and the need for a steeper yield curve to manage rising inflation pressures. The conversation touches on the Fed's monetary policy decisions, the implications for crypto markets, and the historical parallels that inform potential strategies for handling inflation and government debt burdens.
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