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BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)

Jan 11, 2023

Join experts Joe Carlasare, a legal authority on digital asset disputes, Steven McClurg from Valkyrie Investments, and investment manager Jeff Ross as they dive into the complexities of cryptocurrency. They tackle the fallout from the FTX scandal, dissect the state of major exchanges like Binance, and analyze liquidity's role in market volatility. The discussion touches on inflation trends, fixed income challenges, and the intricacies of the U.S. versus China's economic narratives, providing insightful forecasts for Bitcoin's future.

01:35:44

Episode guests

Dr. Jeff Ross

Steven McClurg

Joe Carlasare

AI Chapters

Episode notes

Intro

2min

Legal Implications of SBF's Scandal

2min

Unraveling Financial Crime in Crypto

18min

Ironies and Financial Skepticism Amid Sponsorship Messages

5min

Liquidity Dynamics and Market Risks

15min

Inflation Dilemma Amidst Government Spending

3min

Navigating Yield Curves and Labor Market Challenges

12min

Analyzing Economic Trends and Inflation Dynamics

18min

China's Economic Struggles and Ethical Investing

4min

10.

Investing Narratives: China vs. the U.S.

11min

11.

Bitcoin's Future and Market Dynamics

8min

12.

Engaging Wrap-Up and Contact Information

3min

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:37 - What's the mastermind's thoughts on FTX and SBF?

10:22 - What's happening with Gemini, DCG, Genesis, & GBTC?

14:37 - What's the group's thoughts on Binance?

15:04 - Why is a risk assessment of counterparts risk so important?

15:04 - Thoughts on liquidity and how to use it to understand volatility limits.

22:30 - An overview of Fixed Income Markets and High Yield Debt.

41:39 - Thoughts on inflation and what it might trend towards in 2023.

58:16 - The 30-year versus the 3-month and what that means for FED policy moving forward.

01:15:46 - Is China demand coming back online?

01:25:33 - What potentially causes a final capitulation for this cycle (will there even be one)?

01:31:05 - What to expect from the price of Bitcoin in 2023.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Joe Carlasare's Twitter.
Steven McClurg's Twitter.
Jeff Ross's Twitter.
Joe's legal practice.
Steven's Valkyrie Investments.
Jeff's Investment Management Fund: Vailshire Capital.
Related Episode: Listen to Bitcoin Mastermind Discussion w/ Joe Carlasare, Jay Gould, & Jeff Ross - BTC078 or watch the video.
Related Episode: Listen to Bitcoin Round Table w/ Joe Carlasare, Jeff Ross, and Jay Gould - BTC070 or watch the video.
Related Episode: Listen to FED Policy, Bitcoin ETFs, & Euro Dollar Impacts w/ Steven McClurg – BTC088 or watch the video.

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