Swan Signal Live - A Bitcoin Show cover image

Preston Pysh & Andy Edstrom | Q1 Macro Report | E103

Swan Signal Live - A Bitcoin Show

00:00

The OPEC Crowbar and the Fed Funds Futures Curve

The market, at least implied by the Fed funds futures curve, had been pricing in several rate cuts already at the latter half of this year. And so if asset prices were based on rate cuts already coming and those rate cuts don't come, then yeah, you could have a re-rating of all asset prices downward as a result. I hope they get inflation right back in line like they always used to, but I'm concerned that they won't.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app