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Macro Mondays
Macro Sunday #50 - Macro Monday & Copper Tourism? Guest: Freya Beamish
May 26, 2024
Economist Freya Beamish from TS Lombard discusses Ethereum & Bitcoin ETF, rising freight rates, and the intriguing concept of 'copper tourism'. The podcast also explores China's economic model evolution and its impact on global markets, along with the copper market dynamics and political influences.
45:08
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Quick takeaways
- Ratification of Ethereum ETF signifies capital inflow and institutionalized crypto involvement.
- US-China economic tensions stem from growth model differences and potential currency devaluation.
Deep dives
Ethereum ETF Ratification and Its Impact on Crypto
The ratification of the Ethereum ETF marks a significant moment not just for Ethereum's price but also for the entire crypto space. This breakthrough signals substantial capital inflows, driving up prices in the short term and attracting institutional investors, paving the way for institutionalized involvement in crypto, particularly in lobbying scenes like K Street.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode