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Macro Mondays
Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt
Feb 25, 2024
Assets are melting up as optimism around the business cycle improves. Discussion on trading the cyclical comeback. Crypto assets celebrating the uptick post-launch of Bitcoin ETFs. Insights on market growth, NVIDIA's dominance, and strategic stockpiling. Strategies for cryptocurrency investment amid global geopolitical shifts. Analysis of US approval decision, European support for Ukraine, government spending impact on interest rates, investment opportunities in a growing economy.
42:28
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Quick takeaways
- European support for Ukraine leads to increased military spending across Europe, impacting ECB and monetary policies.
- China's rate cuts provide temporary relief, suggesting trading strategies with raw materials and Korean assets as safer alternatives.
Deep dives
European Support for Ukraine and Impact on European Central Bank
The escalating tensions between Ukraine and Russia have led to significant European support for Ukraine, particularly from countries like Poland, Czech Republic, and the Baltic nations. This support includes a notable increase in military spending and rearmament efforts across Europe. This situation also impacts the European Central Bank and discussions on interest rates, fiscal policies, and monetary policies, with potential implications for the overall policy mix.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode