Raoul Pal: Real Vision cover image

Jurrien Timmer Explains Why Crypto Is Macro

Raoul Pal: Real Vision

00:00

What Happens in the Next Cycle?

The fed has committed, it seems, to breaking inflation at all costs. If interstrates are too high for an over leverred, highly financialized economy, then that's going to play right into the hands of the gold bugs and bit coin. But if you'e look in at negative litle returns, as far as the eye can see, investers are going to start changing their asid mix. And i presumably bit coin will be well once we can conter get past these huge boombos cycles,. which maybe we never will, but that might be a feature rather than a buck.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app