Okay, Computer 6/15/22: FUD Cuts Deeper Than Swords with Brian Kelly, Founder & CEO of BKCM
RiskReversal Pod
00:00
I Don't Need an Inflation Hedge Now
The federal reserve has lost control of inflation narrative. Long term inflation expectations, based on the michigan survey, go to hies we haven't seen in about ten years. And so that's an unanchoring of inflation expect s. You saw gold rip higher, although it's come back since then. Well, it's put its way. But i want to take one step back. A lot of macro funds or institutions were treating bit coin in particular, as a ma asset. It's just this math experiment that doesn't really work. We've just got to wash that out before we can resume any uptrand.
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