

#1010 - Will Inflation Bring Out the Fed Hawks? | with Mike Alfred
5 snips Apr 8, 2024
Mike Alfred, founder of Alpine Fox LP, talks about inflation data's impact on Fed policy and risk assets, crypto cycle, global macro trends, Bitcoin investments, ETFs vs. self-custody, Bitcoin-related companies, and small-cap equities.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Global Macro Trends & Crypto Assets
02:13 • 7min
Exploring Gold and Bitcoin as Solutions Amid Economic Uncertainties
08:50 • 5min
Bitcoin Market Cycle Analysis and Investment Options
13:42 • 7min
Exploring Bitcoin ETFs and Self-Custody for Investors
21:12 • 2min
Exploring Bitcoin Investments and Ethereum Trusts
23:32 • 9min
Analyzing Investment Opportunities in Small-Cap Equities and Diversification Strategies
32:17 • 4min