Monetary Base Trends: A Global Comparison

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This chapter explores the M0 monetary base of the U.S., Japan, and the UK, emphasizing significant shifts driven by the 2008 crisis and the COVID-19 pandemic. It also discusses the complexities of monetary policy definitions and cash demand trends, illustrating the differences between countries and the challenges in data representation.

In this episode, Matthew Mežinskis shares insights from his 6 years of research on base money trends, inflation vs. deflation, and the growth of Bitcoin. We delve into historical examples like Kublai Khan, examine the impact of population growth, and explore why central bank actions now face greater scrutiny. Mežinskis also explains why he views CBDCs as mere imitations of Bitcoin's success and sheds light on Bitcoin’s long-term growth potential.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

02:37 - What "base money" is and its current trends in the global economy.

05:17 - Why people are scrutinizing central banks more now than in past decades.

21:03 - How Bitcoin’s compound annual growth rate compares to traditional assets.

31:15 - The role of population growth in monetary trends.

35:08 - The potential impact of Bitcoin adoption on the global economy.

38:59 - Bitcoin’s supply dynamics during price stability and what that signals for the future.

43:03 - Why Matthew refers to CBDCs as "LARPing" on Bitcoin’s success.

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

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