In this episode of Bell Curve, we discuss macro and the crazy decade ahead. The Fed is on the brink of stopping rate hikes, Balaji bet Bitcoin is going to $1M in 90 days, Credit Suisse collapsed, bonds are breaking and the market is a mess. What's coming next and where does the value lie in the chaos? It's all on this episode and it's spicy hot.
We also discuss Coinbase's Wells Notice from the SEC, where value will accrue in crypto and how ChatGPT is gunning for your job. You won't want to miss this one!
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Timestamps:
(00:00) Introduction
(02:01) Interest Rate Hikes and a Macro Mess
(11:29) Credit Suisse’s Fire Sale
(17:37) Balaji's Bet, the Long-Term Debt Cycle & Macro Cont.
(45:39) Coinbase Receives SEC Wells Notice
(54:02) Where Will Value Accrue in Crypto?
(1:03:11) ChatGPT Chat
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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
