Real Vision: Finance & Investing The State of Macro? Let’s Hear from the Pros With Julian Brigden, Barry Knapp, Steven McClurg, Leo Mizuhara, and Matt Hougan
9 snips
Nov 22, 2023 
Macro analysts Julian Brigden and Barry Knapp discuss the current macro landscape and its impact on investment strategy. Steven McClurg, Leo Mizuhara, and Matt Hougan explore the macroeconomic dynamics driving crypto price action, including Bitcoin's relationship with inflation and its performance during the COVID pandemic.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Key Markets and Recent Rallies
02:32 • 8min
Consequences of Cutting Costs and Potential Impact on Markets
10:59 • 2min
Observations on Equities and Bonds
13:17 • 7min
Bitcoin's Relationship with Inflation and Future Macro Headwinds
20:17 • 4min
Bitcoin's Performance in Relation to Inflation and Future Outlook
24:42 • 3min
Factors Impacting the Economy and Outlook for the Future
27:29 • 4min