This week, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto & what investors should expect in 2024.
We discuss how to adjust to the end of the 40 year bond bull market, whether the Bitcoin ETF is a positive or negative for the permissionless ethos of crypto & Jim's outlook for the year ahead. To hear all this & more, you'll have to tune in!
Timestamps:
00:00 Introduction
01:08 Reflecting On 2023
03:04 DAS London Plug
04:22 The End Of The 40 Year Bond Bull Market
11:44 Inflation & Real Rates In 2023
15:32 Jim's Outlook For 2024
27:28 Blockworks Research Ad
28:15 The Bitcoin ETF
52:19 Final Thoughts
