Mel Mattison is one of the leading macro strategists on the internet, known for his deep insights into global markets and digital assets. In this conversation, we discuss the rotation from gold into Bitcoin, the stabilization of the U.S. dollar and what it means for global capital flows, and the relationship between volatility and bull markets — including why higher volatility often signals the start of a new bull cycle.
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Timestamps:
- 0:00 - Intro
- 1:57 - Gold’s historic run and rotation to bitcoin
- 14:01 - US dollar stabilization and foreign flows
- 19:02 - Relationship between volatility and bull markets
- 23:16 - Capital rotation and long-term outlook