AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Macro Mondays
Macro Mondays #65 - Is this sell-off even worse?
Sep 9, 2024
The discussion dives into the recent market sell-off and what macro factors are driving this trend. Liquidity trends in the US and growth challenges in China hint at a deeper economic slump. They also tackle potential interest rate cuts in Europe alongside Nvidia's struggles in the evolving tech landscape. The implications of an upcoming US presidential debate on investment strategies are examined, along with the effects of price controls and gouging on essential goods. Finally, the significance of the Token 2049 event in Singapore is highlighted.
33:57
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The recent global market sell-off is primarily driven by weak economic indicators from China and the US alongside tightening liquidity conditions.
- The upcoming US presidential debate will focus on tariffs and trade issues, heavily influencing voter sentiment and future market expectations.
Deep dives
Token 2049: The Largest Crypto Gathering
Token 2049, scheduled for September 18th to 19th in Singapore, is set to be the largest crypto event globally, attracting over 20,000 attendees. With notable speakers such as Balaji Srinivasan, Solanas Anatoli, Arthur Hayes, and over 250 industry experts, the event serves as a significant meeting point for crypto enthusiasts. Throughout the week, Singapore will host more than 500 side events, transforming the city into a vibrant crypto hub. This event notably coincides with the Formula 1 Grand Prix race weekend, enhancing the excitement and opportunities for networking during this unique time.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode