Assets are melting up as optimism around the business cycle improves. Discussion on trading the cyclical comeback. Crypto assets celebrating the uptick post-launch of Bitcoin ETFs. Insights on market growth, NVIDIA's dominance, and strategic stockpiling. Strategies for cryptocurrency investment amid global geopolitical shifts. Analysis of US approval decision, European support for Ukraine, government spending impact on interest rates, investment opportunities in a growing economy.

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.

The podcast discusses commodities like oil, copper, and silver breaking out, along with the strong inflow to Bitcoin. Topics include comparisons of government investments in China, US, and Europe, potential ramifications of a cryptocurrency ETF approval, solo staking in the crypto community, detailed analysis of bank meetings and market trends, and insights into monetary policies and China's manufacturing momentum.