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Macro Mondays
Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
Aug 12, 2024
Dive into macroeconomic insights as the hosts evaluate investment opportunities amidst changing market sentiments. They dissect the escalating situation in Ukraine and its ripple effects on energy markets. A strategic look at Ukraine's Kursk offensive raises questions about power dynamics and NATO support. Explore inflation trends affecting consumer prices, including used car and freight rates. The discussion wraps with a focus on tracking liquidity and inflation expectations to identify potential investments in today’s volatile landscape.
41:04
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Quick takeaways
- The podcast highlights the crucial link between liquidity conditions and market performance, emphasizing the importance of stable liquidity for healthy financial systems.
- Recent Ukrainian military actions not only aim for territorial gains but may also serve as strategic leverage in future negotiations with Russia.
Deep dives
Token 2049: The Premier Crypto Event
Token 2049 Singapore is set to be the largest crypto event of the year, scheduled for September 18-19. The event will feature over 250 speakers, including notable figures such as Balaji Srinivasan and Arthur Hayes, taking place at the iconic Marina Bay Sands. With over 500 side events planned throughout the week, Singapore will become a vibrant crypto hub from September 16-22. This gathering promises significant networking opportunities and insights into the future of the cryptocurrency landscape.
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Discover
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