

Bull Trap Or Bull Market? Bitcoin Hits 25k | Macro Alf, Dave Weisberger, Mike McGlone | Macro Monday
Feb 20, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
What's Happening in the Equity Market?
01:42 • 3min
The Market Is Fighting Back, but It's the Wrong Time to Hear
04:32 • 2min
Is Bitcoin Delinked From Risk Assets?
06:08 • 3min
Is China Reopening a Good Idea?
08:47 • 3min
Is China Pumping Liquidity Enough to Fight the Fed?
12:01 • 3min
Is There a Recession in the US?
14:57 • 4min
Is the Real Estate Market Going to Drop Another 20-25%?
18:29 • 4min
What's the Leading Lagging Thing in Markets?
22:31 • 3min
Is the Labor Market Still Strong?
25:16 • 3min
How Do You Fix That Bed's Tightening?
28:11 • 4min
Is the Fed Tightening Right Now?
32:23 • 2min
Do Liquidity Matters in the US?
34:20 • 2min
What Do You Think the Bear Market Is Doing?
35:57 • 4min
Is There a Recession Yet?
40:22 • 3min
What Are Markets Tell Me?
43:28 • 2min
Is the Fed Trying to Tighten Policy?
45:41 • 3min
Is the Fed Pivotal Equal by Stuff?
48:11 • 2min
Is There a Major Correction in the Stock Market?
49:48 • 4min
Is It the Right Time to Buy Bonds?
53:30 • 2min
The Final Thoughts
55:53 • 2min