Macro Mondays Macro Sunday #41 - Commodities breaking out - including Crypto! Guest: Mads Eberhardt
Mar 17, 2024
The podcast discusses commodities like oil, copper, and silver breaking out, along with the strong inflow to Bitcoin. Topics include comparisons of government investments in China, US, and Europe, potential ramifications of a cryptocurrency ETF approval, solo staking in the crypto community, detailed analysis of bank meetings and market trends, and insights into monetary policies and China's manufacturing momentum.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Government Investments and Fiscal Stimulus Disparities in China, US, and Europe
02:41 • 21min
Cryptocurrency ETF Approval Implications
24:04 • 4min
Exploring Solo Staking and Liquid Staking Protocols in Crypto Community
27:52 • 4min
Detailed Analysis of Bank Meetings and Market Trends
31:30 • 5min
Analysis of Monetary Policies, Portfolio Strategy, and China's Manufacturing Momentum
36:57 • 4min