Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 5min
The 10 Year Stock Market Is Not Reacting
05:28 • 3min
Bitcoin Price Continues to Sell Off
08:31 • 5min
The End of a Credit Cycle
13:35 • 4min
Bitcoin and Markets.com: The Home Base for the Next Rate Hike
17:27 • 3min
The Fed Pauses After 10 Rate Hikes Signals Very Hawkish Outlook
20:19 • 3min
The Fed's Predictions for Rate Cuts
23:23 • 4min
The Correlation Between Bitcoin and the Stock Market
26:54 • 5min
The Importance of Stable Prices
31:43 • 2min
The Fed's Tightening Policy
34:09 • 2min
The Uncertainty of Monetary Policy
35:44 • 4min
The Importance of Printing Money
39:44 • 2min
How to Debase a Currency
41:26 • 5min
The Economy Hits a Brick Wall in July of 2022
46:36 • 3min
The Fed's Signaling Mechanism for the Federal Funds Rate
49:13 • 2min
The Fed's Decision Not to Hike at Every Meeting
51:03 • 3min
The Negative Narrative in the US Data
53:33 • 2min
The Disinflation Estimates
55:20 • 3min
The Key to Core PCE Inflation
58:19 • 2min
The Fed Whisper: Why They Need to Pause
01:00:15 • 3min
The Importance of Speed in the Economy
01:02:50 • 2min
The Fed's Rate Decision and the Narrative
01:05:13 • 4min
The Fed's Role in Bitcoin's Recovery
01:08:56 • 3min
The Fed's Revision of the Federal Funds Rate
01:12:23 • 2min
The Sufficient Restrictive Funds Rate
01:14:47 • 3min