Bitcoin & Markets

Full show notes with links and charts: https://bitcoinandmarkets.com/e290/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode is about current events in bitcoin explored in a sweeping narrative form, including discussion of Michael Saylor and Microstrategy, CPI vs Shadow Stats vs Chapwood Index, the unimportance of M2 as a measure of money. Then we read through an article about the "Fab 4", a proposed semiconductor pact amongst the largest producers, Taiwan, South Korea, Japan and the US. Lastly, we talk US home sales and what they mean for the economy and credit conditions going forward. Enjoy. Links South Korea to join Fab 4 US home sales M2 tweet #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e289/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode goes over all the macro charts you can find below (bitcoinandmarkets.com/e289), plus a discussion on how the market picks the money it uses. It's not as simple as saying X,Y,Z properties are best for a money at all times and places. The macro environment changes through time. Some money will be better or worse, depending on the state of the global economic environment. Enjoy. #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e288/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode covers macro headlines about oil and PCE for November. I walk through exactly why a hard recession is unlikely in the US, as economic activity is coming off a HUGE nominal number as CPI is crashing. This creates the feeling of free fall in the economy but real GDP can actually stay positive. This puts massive downward pressure on the demand for oil globally, and since the US is a giant producer of oil and natural gas, it puts the US in the economic driver seat. Lastly, a member of the audience brings up a very big news item out of Russia, where they have stated that they "WILL" start using bitcoin as early as January for import/export deals. Links Russia to use bitcoin Freeport LNG delay US Durable goods decline PCE mixed signals Oil imports and exports to the US #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e287/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode covers several topics including repo rates, US GDP and what it means for the end of the year, drawing some conclusions about the timings of the coming recession, and lastly we have a robust listener comment section about altcoins and bitcoin. Links Schwerpunkt youtube channel #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e286/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode is a free form show. I cover serveral unrelated topics. First, is the current developments in the oil market, where production is up to 12.26 million bbl/d in the US, which is being offset by the decline in releases from the Strategic Petroleum Reserve, creating a net neutral supply condition, yet price is hitting higher highs. That tells me that economic activity is actually rising in the US. Next, we take a look at the bitcoin price and discuss some things from that market. Lastly, I go through the deep thought of the day. That without government involvement perhaps official measured living standards would drop, but living standards in other things would go way up. #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e285/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I cover the big news of the week for macro and that is the relaxation of yield curve control in Japan. I cover a few charts up front, that you can find below on bitcoinandmarkets.com/e285/, then read through some mainstream coverage of the event, and finally read through my own post from last year Yield Curve Control Skepticism. Big episode, thanks for listening! Links Kuroda-nado not enough to derail US Treasuries Yield Curve Control Skepticism #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e284/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I listen to a part of a recent Rabbit Hole Recap with Marty Bent and Matt Odell. In it they discuss inflation, monetary policy, Treasury yields and more. It is full of confusion and fallacies, so I set the record straight. Next, I go through two recent news items regarding the Federal Reserve. The first is that their data provider was hacked on the first day of the recent FOMC meeting, the second is their own research disproving their jobs data. Links Rabbit Hole Recap Federal Reserve data hack Philly Fed research on jobs #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e283/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I read through the weekly newsletter that was delayed this week. It usually comes out on Mondays, make sure you are subscribed! I discuss the main headlines for the week that effect bitcoin from the macro and popular side of things, and go on many tangents. Next we cover price, you can find those charts below or on the report linked. I touch briefly on the Elon Musk doxxing controversy and then take questions from the listeners. Links Bitcoin Fundamentals Report #221 EU threatens sanctions on Twitter, for too little then too much censorship #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e282/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I discuss Senator Elizabeth Warren's new anti-bitcoin bill introduced in Congress this week. It is atrociously bad, being Unconstitutional on multiple levels, and will go nowhere. It does a great job of outlining what the dystopian hell hole a CBDC will be. Next, I talk about the recent Japanese Center for Economic Research (JCER) report that now predicts China will not surpass the US economically in the foreseeable future. Exactly as I have been saying. They stopped short of calling out the real reason behind it though, that is communism. Enjoy the episode, make sure you are subscribed! Links Sen Warren article Thread by Pettis JCER article #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e281/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I include two live streams from Tuesday together. I heavily edited them for time and clarity. The first one is a live reaction to the CPI. The second is a wide ranging talk on why the market seem so counterintuitive at the moment. At the end, I go into a long exposition about misplaced narratives and the future in deglobalization, especially around Emerging Markets. Enjoy. #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/