As the PBOC and Fed shift their stances on rates and liquidity flows, the macro landscape is evolving rapidly. In this episode of Bits + Bips, we unpack how these policy changes could spark a massive surge across all asset classes—from equities and bonds to Bitcoin and crude oil.
The hosts, joined by Nikos Kargadouris, a seasoned trader, discuss why liquidity is about to flood the markets, why fears of a U.S. recession may be overblown, and how even memecoins could benefit.
Plus, are central banks close to buying bitcoin ETFs?
Show highlights:
- How the PBOC's shift in policies impacted the markets and when we’ll see a “bazooka”
- How market complacency and short positions on oil amid geopolitical tensions could lead to mispricing and unexpected volatility
- How rising crude oil prices could slow the U.S. economy, despite the country being a net oil exporter
- How strong payrolls data reduced market expectations of U.S. rate cuts
- Why predictions of a U.S. recession might be off
- Whether it matters for crypto who wins the elections
- The chances of central banks adopting Bitcoin
- What the outlook for memecoins looks like in the next months
- Whether the HBO documentary about the identify of Satoshi Nakamoto will be a disappointment
Sponsors:
Hosts:
Guest:
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Nikos Kargadouris, Chief Investment Officer of a private investment office specializing in cross-asset thematic macro and digital asset strategies.
Timestamps:
- 00:00 Intro
- 02:09 Impact of the PBOC’s policy shift and timing of the “bazooka”
- 15:01 Oil mispricing and volatility due to geopolitical tensions
- 27:30 Rising oil prices and potential U.S. economic slowdown
- 35:51 Strong payrolls reducing expectations for U.S. rate cuts
- 44:11 Why U.S. recession predictions might be wrong
- 50:10 Can prediction markets reflect U.S. election outcomes?
- 56:05 Does the election winner matter for crypto?
- 1:04:43 Memecoin outlook for the next months
- 1:15:34 Will the HBO documentary disappoint?
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