Supply Shock Bitcoin Bounces To $30k, The Bond Sell-Off Continues | Weekly Roundup
Oct 21, 2023
Discussion on the false Bitcoin ETF headline that caused Bitcoin to surge to $30k. Analysis of the bond market sell-off and its historical context. Insight into insolvent banks, heavily indebted companies, and Apple's increased debt. Analyzing Netflix and Tesla earnings and valuation. Contrasting signals between the NASDAQ and bonds in traditional markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Crypto-related incident and market reaction
02:19 • 20min
Special Offer from Blockworks Research and Analysis of Bond Drawdown
22:24 • 2min
Historical Context, Real Yields, and the Magnitude of the Bond Sell-Off
23:55 • 2min
Insolvency of Banks and Companies, Apple's Debt Increase, and Warren Buffett's Influence
26:17 • 3min
Analysis of Netflix, Tesla, and Apple earnings and valuation
28:51 • 5min
Contrasting Signals: NASDAQ vs Bonds
34:03 • 28min