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Pressure on the Current Cycle
The chapter discusses the pressure on the current cycle due to higher interest rates and inflation. They examine the potential impact on companies with debt and commercial real estate, as well as the timeline of inflation. They also explore the relationship between rising oil prices, inflation, and interest rates.
Preston Pysh is joined by Joe Carlasare, Steven McClurg, and Jeff Ross to cover a wide range of topics that include the current situation with interest rates continuing to climb higher and a resurgence in the global gas and diesel prices, where all these Bitcoin ETFs and the Grayscale lawsuit with the SEC is currently at, and more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:28 - What is currently happening with SBF going back to jail?
08:26 - What is the status and impact of the SEC vs GBTC lawsuit on a Bitcoin ETF?
39:21 - Where are we at in the current credit cycle?
42:58 - What is happening in global fixed income?
01:14:26 - Is energy getting ready to break-out?
01:15:45 - What happens with Bitcoin into the end of the year?
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