Steady Lads Is Macro Punishment Over? w/ Jim Bianco
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Mar 14, 2025 
Join Jim Bianco, a renowned macro expert, as he navigates the complex interplay between macroeconomics and crypto. He explores the recent decline of Bitcoin and the implications of the U.S. political landscape on market sentiment. Expect insights on investment strategies amid rising economic volatility and the rise of meme coins. Jim also discusses the future of cryptocurrencies in light of regulatory pressures and geopolitical factors, lighting up the conversation about how to revive Ethereum's value!
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Easy Days Over
- Easy stock market gains are over.
- Expect mid to low single-digit returns, requiring more skill.
10-Year Bond and Inflation
- The 10-year bond yield reveals latent inflation fears.
- This fear prevents yields from falling despite market downturns.
Market Realignment
- Current market turmoil reflects a fundamental shift, not just reactions to the new administration.
- Consumer sentiment is heavily influenced by political preferences.