BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Liquidity Dynamics and Market Risks
This chapter analyzes the impact of net liquidity on the S&P 500 and risk assets, including Bitcoin, emphasizing the shifts in liquidity following the COVID-19 pandemic. It discusses the challenges high-yield bond issuers face amid rising interest rates and their implications for the broader market. The chapter further explores the U.S. dollar's relationship with global currencies and central bank responses to changes in monetary policy.
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