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.

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Introduction

00:00 • 3min

Market Growth, NVIDIA's Dominance, and Strategic Stockpiling: A Macro Analysis

02:59 • 3min

Market Analysis: Strategies for Cryptocurrency Investment Amid Global Geopolitical Shifts

06:05 • 22min

Analysis of US Approval Decision and European Support for Ukraine and Rearmament

28:28 • 5min

Analysis of Government Spending and Monetary Policy in the US and EU

33:08 • 6min

Investment Opportunities and Trade Proxies in a Growing Economy

38:41 • 3min