

Recession Cancelled? | Macro Monday With James Lavish, Dave Weisberger & Mike McGlone
Jan 23, 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 22 23 24 25
Introduction
00:00 • 2min
The Fed's 98% Chance of a Recession
01:41 • 2min
The Fed's Tightening of the Market
03:22 • 2min
The Politics of Recession
05:27 • 2min
The Difference Between a Recession and a Recovery?
07:50 • 3min
The Curve and the Inverted Curve
11:05 • 2min
Bitcoin: A Use Case for Digital Gold
13:20 • 3min
The Most Bearish Thing About Crypto Markets
15:55 • 4min
Bitcoin Maximists: The Fastest Horse
19:36 • 2min
The Myth of the Fed Pivot
21:22 • 2min
The Fed's Tightening Cycle
23:01 • 2min
The Volatility of Bitcoin
25:14 • 3min
Bitcoin and Crypto Assets Can Fully Decouple in a Recession
28:15 • 3min
Bitcoin: The Ultimate Risk Asset Right Now
31:13 • 2min
Bitcoin's Up and Everything Else Is Up
32:50 • 2min
The Trillion Dollar Coin Idiocy
34:51 • 2min
The Yelling Says That She's Not in Favor of It
37:17 • 3min
The Dollar and the Debt Ceiling Breach
39:59 • 2min
The Strength of the US Is Open Discourse
42:12 • 2min
The Problem With Debt Ceilings
44:04 • 2min
The Debt Ceiling and the Future of the Economy
45:43 • 3min
The Importance of Inflation
48:55 • 3min
The Fed's Decision to Revise the CPI Number
51:48 • 2min
The History of Inflation
53:32 • 2min
The Recession Is Not Cancelled
55:03 • 3min