Michael Novogratz

In this lively discussion, Michael Novogratz, founder and CEO of Galaxy Digital and a keen investor, shares insights on major geopolitical shifts and their market implications. They delve into the potential repercussions of Maduro's regime in Venezuela and critique the U.S. Cuba embargo. Michael forecasts an optimistic rise in stocks and commodities, driven by changing dynamics in crypto and a potential policy shift from the Fed. He also warns about the looming $40T debt bubble while emphasizing the need for adaptive strategies in the evolving economic landscape.

Michael Novogratz, founder and CEO of Galaxy Digital and veteran macro/crypto investor, offers sharp takes on a weakening dollar and rising gold. He and Anthony discuss currency collapse risks, Bitcoin vs. gold, globalization’s losers, AI’s geopolitical stakes, and the political fallout around big-bank litigation. Short, urgent conversations about money, markets, and stability.

Michael Novogratz, Founder and CEO of Galaxy Digital, dives into the intertwining worlds of crypto and politics. He shares insights from D.C. about the bipartisan push for crypto clarity ahead of the midterms. They discuss how Citizens United has altered the lobbying landscape, influencing banking sectors and digital assets. The conversation also touches on the complexities of Iran's protests and the ineffective governance in contrast to Saudi reforms, alongside critiques of Trump's Greenland comments and the competitive landscape of AI firms.

Michael Novogratz, Founder and CEO of Galaxy Digital and former President at Fortress Investment Group, dives deep into the inflation crisis and how the Federal Reserve’s decisions will shape 2026 markets. He discusses Trump’s influence on interest rates and the potential political shifts in choosing the next Fed chair. The conversation highlights Bitcoin's stalled momentum as a contrarian signal and touches on the yen carry trade’s effects on global liquidity. Novogratz also explores the implications for stocks and the future of crypto investments.

Michael Novogratz, Founder and CEO of Galaxy Digital, shares his insights as a macro and crypto investor. He discusses the uneasy optimism in the markets, driven by Fed rate cuts and Trump's economic policies, while cautioning about the widening wealth gap. Housing affordability emerges as a critical issue, with half of Americans earning below the threshold needed to buy homes. Novogratz also highlights the transformative power of tokenization and reflects on Abu Dhabi's rising status as a financial hub. His perspectives on the crypto market’s challenges reveal the psychological landscape investors face.