Less Noise, More Signal Market structure expert Tyler Neville: Welcome to Weimar America
Aug 28, 2025
Tyler Neville, a macro expert and market structure analyst, dives into the troubling state of the financial system, calling it 'Weimar America.' He discusses the impact of government policies and corporate buybacks on investment strategies. With a long-term bullish outlook, he navigates risk management and presents Bitcoin as a potential safe haven amid economic turmoil. Tyler also reflects on the complexities of market dynamics and the shifting landscape of macroeconomics while pondering the future of currency in a changing world.
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Career Arc Informs Macro Lens
- Tyler's Wall Street experience shaped his macro approach from volatility trading to macro investing and crypto.
- He worked at KBW, Franklin Templeton and a macro fund, then moved into crypto and podcasting.
Weimar America: Asset Inflation As Policy
- Tyler Neville argues the system now requires forcing asset prices higher to function and fund government spending.
- He calls this regime 'Weimar America' where currency dilution sustains nominal growth and taxes via asset inflation.
Hedge Before Seasonal Liquidity Drains
- Manage short-term risk even while staying long-term bullish by hedging when volatility is low.
- Buy downside protection and trim positions before predictable liquidity drains like September.
