Forward Guidance
US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
Apr 18, 2025
Quinn Thompson, a macro investor renowned for his insights on capital flows, joins the conversation to dissect the latest economic challenges. They analyze Powell's hawkish speech and its implications for interest rates. The duo debates the impact of tariffs on trade dynamics and how they ripple through the economy. Thompson highlights Bitcoin as a strategic investment after traditional trades. They also discuss the yield curve's role in predicting growth slowdowns and the broader economic landscape, keeping the conversation lively and engaging.
53:24
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Quick takeaways
- The Federal Reserve's cautious stance on monetary policy, highlighted by Powell's speech, raises concerns about inflation and economic growth amidst ongoing tariff tensions.
- Bitcoin's future is closely tied to regulatory developments in asset tokenization, which could define its role beyond being a mere 'risk-off' asset.
Deep dives
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