Rough Consensus with Checkmate Podcast Launch: Rough Consensus with @TXMCTrades (EP#1)
G’day Folks,
Today I have a real treat for you. With all the turmoil in markets this week, I wanted to jump on the phone with someone who has done serious proof-of-work understanding the wider macro landscape.
This is the inaugural episode of Rough Consensus, which is a set of ad-hoc conversations I plan to have with analysts that I really respect. Few analysts fit the bill as well as TXMC, who is one of my very good friends, and a man who has developed an incredibly deep, data-driven, and long-term thesis on where the US economy is going.
We dive into so many important topics including:
* Interest rates and Fed policy
* How debt, deficit, and debasement have trapped central banks
* How this time is measurably different
* Why classic cycle analysis likely breaks down
* Our expectations for asset performance
I really hope you enjoy this conversation as much as I did, and if so, please consider sharing the episode, as it helps more folks find our work. Be sure to give TXMC a follow if you haven’t already.
Other ways to listen:
Disclaimer: This podcast is general in nature, and is for informational, and entertainment purposes only, and it shall not be relied upon for any investment or financial decisions.
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