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Intro
This chapter explores the unpredictable effects of political events, especially those involving Trump, on market movements. The speakers highlight the interconnectedness of cryptocurrency and macroeconomic trends, urging listeners to stay vigilant amid these dynamic changes.
The markets are a bloodbath.
If you’re feeling lost in the markets right now, you’re not alone. Stocks are getting crushed, bonds are sliding, and crypto isn’t escaping the carnage. The question is: why is everything selling off—and where does it go from here?
One thing is clear: the next market move is extremely hard to predict. Between Trump’s economic policies, inflation worries, and DOGE’s cuts, there’s a storm of conflicting signals.
So, is this pain temporary? Or are we looking at a long trend downward?
Guest:
Recession?
Inflation
DXY
Powell’s comments:
Bonds:
Tariffs:
Japan and the carry trade:
China’s deflation:
Ukraine War talks:
Timestamps:
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