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18min chapter
Bitcoin's Role In The Debt End Game | Jonah Van Bourg
On The Margin
Macro Outlook for Commodities and Trading
This chapter delves into the macro outlook for commodities and trading. It covers topics such as the impact of interest rates and monetary policy on the dollar and commodities, the potential for technological advancements to drive demand for commodities, and the perceived lower risk of trading commodities compared to crypto. The discussion also touches on value capture in commodities trading, arbitrage, and the longer-term drivers of the commodity market.
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