

Were Economists Wrong? The Economy Is Not Collapsing. Market Rally | Macro Monday
Jul 3, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 2min
The Day Off for Markets
02:06 • 4min
Bitcoin Beta and Correlation: A Bullish Argument
05:55 • 3min
Bitcoin's Correlation With the Stop Market
09:22 • 3min
The Fed Tightening and the US Economy
12:44 • 4min
The Domino Factor in Cryptos
16:50 • 4min
The Black Rocket Bitcoin ETF Is Likely to Be Approved
20:41 • 2min
Bitcoin's Hash Rate and Price
22:52 • 3min
Bitcoin's Hash Rate
25:25 • 3min
Bitcoin's Recession
28:08 • 5min
The Feds' Interest in Yield Curve Management
33:23 • 5min
The Consensus: Why the Fed Matters More Than Ever
38:45 • 4min
The Negative Effects of Interest Rates on Inflation
42:28 • 5min
The AI Bubble Is Just Beginning
47:01 • 5min
The Rise of Leverage in Bitcoin Volatility
51:44 • 3min
Bitcoin's Tailwind
54:49 • 3min
The One in a Million Talk
57:23 • 2min
How to Launch a Macro Advisor
59:37 • 2min