AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Will the Fed Thread the Needle? with Itay Vinik
Bankless
The Bottom Is in and Liquidity Is Improving
M2 money supply is negative on a year over your basis. Risk assets took that as a very bullish sign of liquidity and have been running since around March 19 to the upside. But this is just another one of these vicious bear market rallies that suck everybody in, but then it's about to make lower lows.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode