Opportunity in Uncertainty: Where Raoul Pal's Looking as Inflation Weighs on Consumers
Real Vision: Finance & Investing
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Is the Fed Increasing the Size of the Balance Sheet?
Cripte had been trading sideways because wage growth is not kept up with inflation, so marginal dollars to invest by retail has been reduced. But there's no correlation really, between bonds and crypto, the dollar and crypto. They're all passing correlations that come in and out. So i don't worry about that. I just look at the network effects overtime. If the fed increase the size of the balance sheet, then it's all correlated,. Because you're lowering the value of the denominator.
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