The Wolf Of All Streets Will The Fed Raise Rates Again? War On Inflation Continues | Macro Monday
Jun 5, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 5min
The Reality of the Bitcoin Market
05:10 • 3min
Bitcoin's Volatility Is Prime
08:20 • 3min
The $1.5 Trillion Debt Ceiling
11:25 • 3min
How to Find Who's Buying 10 Years
14:18 • 3min
The Long-Term Risk of Cryptocurrencies
16:50 • 5min
The Baltic Dry Index Is Close to the Levels Upon Which Officials Panic
21:55 • 2min
The Tightness of Commercial Real Estate
23:51 • 3min
The Biggest Reset of a Lifetime
27:04 • 3min
The Tree in the Forest
29:58 • 4min
The Importance of Timing
34:04 • 2min
The BTFP Is the Moral Equivalent of Methadone for the Economy
36:14 • 2min
The Fed and Jerome Powell: The Fundamental Backstop for Regional Banks
38:05 • 5min
The Importance of Human Nature
43:04 • 1min
The Importance of Meta Trends in the Markets
44:31 • 5min
Bitcoin and Nividia: A Fast Source in the Race
49:37 • 3min
The Importance of Focusing on the Forests
53:00 • 3min