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Macro Mondays
Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
Aug 19, 2024
Bob Elliott from Unlimited Funds joins to dissect the current economic climate as concerns mount over liquidity and inflation, particularly in the housing sector. They delve into how recent CPI data is shaping inflation trends and what it means for market strategies. The conversation also highlights the strategic role of gold in investment portfolios during uncertain times. Finally, they explore dollar-yen dynamics and their implications for commodities, especially with rising skepticism about market strength amidst varying economic signals.
41:08
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Quick takeaways
- The upcoming Token 2049 event in Singapore aims to unite over 20,000 crypto enthusiasts and industry leaders, transforming the city into a vibrant crypto hub.
- Current economic signals suggest a weakening US economy and fluctuating liquidity could impact both commodity prices and the equity markets significantly.
Deep dives
Token 2049 Singapore: A Major Crypto Gathering
The upcoming Token 2049 event in Singapore is set to be the world's largest crypto gathering, attracting over 20,000 attendees. Scheduled for September 18-19, it will feature prominent figures in the blockchain space, including Balaji Srinivasan and representatives from Solana, among others. In addition to the main conference, more than 500 side events will create a vibrant atmosphere, significantly transforming Singapore into a hub for all things crypto. The event, coinciding with the Formula One Grand Prix weekend, presents a unique opportunity for networking and insights in the crypto sector.
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