Intro

This chapter delves into macroeconomic trends, emphasizing global inflationary pressures and the potential for a deflationary bust. The discussion highlights the volatility of oil prices and their impact on economic forecasts, presenting contrasting perspectives amidst complex financial market dynamics.

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Episode notes

IN THIS EPISODE, YOU’LL LEARN:

01:18 - How Sven sees the current macro set-up.
10:18 - Will the central banks keep tightening until something breaks?
21:35 - What will the next round of stimulus look like from a size standpoint?
25:31 - Why have the rates come up so quickly and is that the reason why nothing has broken yet?
39:57 - Sven's thoughts on technical analysis.
50:53 - Why did Sven change his mind about Bitcoin?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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