The speakers talk about their crypto and cash preferences in their portfolios, mention the upcoming Fed meeting, and discuss the correlation between equities and crypto.
Joining us today is the Head of Research at Coinbase, David Duong, and macro is on the menu. We’re talking yield curves, election fears, US equities, and if macro economics is even real.
And finally, David walks us through the recession. Is it delayed, is it cancelled, is it already here? ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
Quarterly Outlook: Crypto Markets in 10 Charts https://www.coinbase.com/institutional/research-insights ----- Chapters: 0:00 Intro 9:38 Is Everything Going Alright? 13:09 Is Macro Economics even Real? 16:43 Government Fiscal Spending 21:44 Election Impact 24:11 US Exceptionalism? 29:14 The Impact of Fiscal Stimulus 38:30 How important is Cash? 45:29 US Equities 52:23 Student Loans 56:39 Recession Talk ----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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