Macro Mondays Macro Mondays #52 Escaping the TRAP of Sideways Markets - Guest: Mads Eberhardt
Jun 10, 2024
Mads Eberhardt joins the hosts to discuss topics like Bitcoin ETF inflows, Mexico's election impact on the US labor market, analyzing inflation's effect on the crypto market, and trading dynamics between China and India. The conversation also touches on Mt. Gox bankruptcy, GameStop frenzy, ECB rate cuts, and recent developments in the UK's sterling repo facility.
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Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Bitcoin ETF Inflows and Mt. Gox Bankruptcy Fallout
01:33 • 8min
Mexico's Election Impact on US Labor Market and Global Liquidity Trends
09:32 • 13min
Analyzing the Effect of Inflation on the Crypto Market and Portfolio Adjustments
22:21 • 2min
Analyzing China-India Relations and Trading Dynamics
24:43 • 6min