Intro

The host enthusiastically welcomes a guest known for their impactful social media and newsletter content. This chapter paves the way for a dynamic discussion on important topics such as Bitcoin and financial charts.

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Episode notes

IN THIS EPISODE, YOU’LL LEARN:

01:34 - Alf's thoughts on the EU's Anti Fragmentation policy tool.
08:07 - Is Europe next for Yield Curve Control?
15:36 - What the CDS market is telling the world.
24:28 - Is Italy going to be the next Cyprus?
34:31 - Will the 10Y treasury make new lows on its yield?
39:24 - Alf's thoughts on the Eurodollar impact on global decisions versus local US decisions.
49:32 - Alf's thoughts on Chinese Real Estate crisis.
01:07:03 - Alf's thoughts on Bitcoin.

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

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