Intro

Today on The Milk Road Show, we welcome macro specialist Jonny Matthews (ex-Brevan Howard, portfolio manager of $500M) to discuss the global economic landscape and its impact on your investments. Is the US economy too strong? Can crypto thrive in a world of persistent inflation? Jonny shares his contrarian views on where capital is flowing and why the next six months are critical.

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⏱ TIME POINTS ⏱

00:00 - Intro

01:27 - Overview of this cycle

07:21 - What fuels the strength of the US economy?

10:10 - Jonny's perspective on liquidity and inflation

13:38 - Is continuous inflation looming for the US?

15:51 - The state of the global economy

21:10 - How to invest in a strong US economy

25:43 - Should investors focus on the US market?

29:22 - The significance of the six-month mark

30:49 - Will we see the anticipated rise in liquidity?

32:58 - Jonny's short-term market scenarios

39:44 - Jonny's current portfolio positioning

42:23 - Does this cycle resemble previous cycles?

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.