Intro

This chapter analyzes the economic outlook for the year, emphasizing the devaluation of the dollar and its effects on liquidity. It discusses the implications of recent trends in the dollar's value and treasury issuance, along with key economic indicators like housing inflation and central bank policies.

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Episode notes

In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, the Japan treasury market, and how these factors could impact Bitcoin.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:03 - The current Fed/Treasury cap on USD and UST yields.

06:03 - The implications of a $1.8 trillion housing stimulus.

13:38 - Potential changes in how housing inflation is measured.

24:28 - The backlog in transmission interconnections and its impact.

24:50 - Key trends in commodities like copper and uranium.

38:07 - Insights into the Japan treasury market.

52:56 - The effects of stablecoins on the dollar’s utility.

01:01:48 - How these macroeconomic factors could impact Bitcoin.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Luke Gromen’s FFTT Newsletter.
Luke Gromen's Twitter.
Luke Gromen’s Books on Amazon.
Related episode: Listen to BTC172: Macro Outlook Q1 2024 w/ Luke Gromen, watch the video.
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