Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
Is Inflation Trending Down?
03:00 • 2min
Is Energy the Only Thing That's Going Down?
05:08 • 3min
Is the Fed Really Trying to Destroy the Demand?
07:39 • 2min
Is the Cover Situation Just a Big Spike Up?
10:05 • 3min
The CPI, CPI Comes Down, but It's Not That Good
12:36 • 2min
The Four Signs of Consumer Spending
14:24 • 2min
Is the PMI Going the Wrong Direction?
16:06 • 2min
Do You Think the Macro Picture Is Driving the Bus?
18:30 • 4min
Crypto Is the Beta Risk on Equities
22:54 • 2min
Is Bitcoin Trading Like a Risk Off Asset?
24:59 • 3min
The Risk Reward Is Skewed to the Upside
28:24 • 2min
Is the Market Plunging 50% From Here? Or Are We Going to Have a Bloodbath?
30:50 • 2min
Bitcoin Investing - Hash Ribbons and on Chain Metric
33:11 • 3min
The Hash for Ribbons
35:59 • 4min
On Chain Data - Is That Really Your Number One Metric?
39:39 • 3min
Cryptocurrency - Is Bitcoin's Valuation Really Cheap?
42:45 • 4min


