Less Noise, More Signal

Pascal
undefined
Aug 28, 2025 • 1h 10min

Market structure expert Tyler Neville: Welcome to Weimar America

Tyler Neville, a macro expert and market structure analyst, dives into the troubling state of the financial system, calling it 'Weimar America.' He discusses the impact of government policies and corporate buybacks on investment strategies. With a long-term bullish outlook, he navigates risk management and presents Bitcoin as a potential safe haven amid economic turmoil. Tyler also reflects on the complexities of market dynamics and the shifting landscape of macroeconomics while pondering the future of currency in a changing world.
undefined
9 snips
Aug 21, 2025 • 1h 16min

Macro thinker Mel Mattison: The next big driver of this bubble is unlocking financing in US housing

Mel Mattison, a seasoned writer, investor, and fintech executive with over 25 years in financial infrastructure, discusses the current economic landscape with Pascal Hugli. They delve into the influence of AI on growth, the disconnect between financial markets and the real economy, and the effects of tariffs on inflation. Mel shares insights on housing market dynamics, the implications of rising energy costs, and strategies for navigating market volatility. The conversation wraps up with predictions about interest rates and future investment opportunities.
undefined
Aug 14, 2025 • 43min

Head Strategist at Tether Gabor Gurbacs: We are rebuilding the entire capital market stack

In this engaging discussion, Gabor Gurbacs, CEO of Hedron by Tether, and strategy visionary at Tether, shares insights into the revolutionary changes in capital markets. He emphasizes the power of tokenization and Bitcoin in reshaping financial systems. The conversation dives into the challenges posed by traditional finance and regulatory hurdles facing stablecoins. Gurbacs also explores how blockchain can enhance asset ownership and liquidity, pushing towards an inclusive and efficient financial landscape. Tune in for a glimpse into the future of investing!
undefined
Aug 7, 2025 • 1h 20min

Climate tech investor Daniel Batten: Bitcoin is absolutely critical to the green energy transition

Daniel Batten, a climate tech investor and Bitcoin mining analyst, discusses the pivotal role of Bitcoin in the green energy transition. He debunks environmental myths, revealing how Bitcoin mining can actually support renewable energy initiatives. Batten emphasizes Bitcoin's potential to empower underserved communities and improve financial literacy. He also explores Bitcoin’s disruptive technology status and its regional benefits, while advocating for a clearer understanding of its governance and social implications.
undefined
10 snips
Jul 31, 2025 • 33min

Mexican billionaire Ricardo Salinas: Bitcoin is like your house - just see its value go up!

In this engaging discussion, Ricardo Salinas, the visionary CEO of Grupo Salinas and advocate for financial freedom, advocates for Bitcoin's potential as modern digital gold. He emphasizes the need for education in achieving financial independence while sharing corporate strategies for investing in Bitcoin. Salinas critiques government interference and highlights its impact on personal liberty. He stresses continuous learning and social initiatives to foster understanding of Bitcoin, advising the community on privacy and long-term investment approaches, akin to owning property.
undefined
26 snips
Jul 24, 2025 • 1h 2min

Michael Howell on GENIUS Act: Stablecoin adoption could mean slower credit growth

Michael Howell, CEO of Cross Border Capital and liquidity trends expert, shares insights on the current liquidity cycle. He discusses how a weakening dollar is reshaping global markets and the unconventional dynamics of stablecoins. Howell delves into the Genius Act's potential to alter the banking landscape, stressing how stablecoin adoption might slow credit growth. With over 40 years in finance, he emphasizes the importance of asset valuation strategies in an inflationary environment. His analysis suggests a shift towards real assets for investors.
undefined
Jul 21, 2025 • 48min

James Check: Here’s what’s weird about this Bitcoin all-time high

In this conversation, Bitcoin on-chain analyst James Check, founder of CheckOnChain, shares his insights on the current Bitcoin market dynamics. He emphasizes the significance of market psychology and the patience required from investors. The discussion also covers the recent price surge, the implications of low trading volume, and strategies for navigating volatile markets. James explores the potential future of Bitcoin coexisting with fiat currencies and addresses blind spots that investors should consider.
undefined
19 snips
Jul 17, 2025 • 1h 47min

Portfolio Manager Ben Kizemchuk: Stop using 20th century investment models in a 21st century market

Ben Kizemchuk, a portfolio manager at Wellington Altus, shares his insights on the evolving landscape of investment strategies. He and Pascal Hugli discuss fiscal dominance as the new economic driver and the vital 'Four F's' framework for understanding market dynamics. Kizemchuk explores the growing importance of fixed supply assets like gold and Bitcoin, while emphasizing the need for investors to adapt to changes propelled by technology and fiscal policies. Unpacking the limitations of traditional models, he inspires a fresh approach to wealth management in today's economy.
undefined
Jul 10, 2025 • 53min

Macro expert: Banks are likely to buy more risk assets soon!

Dive into the complexities of the monetary system with discussions on the Federal Reserve's impact and the Treasury's crucial role. Unpack liquidity dynamics and its effects on market strategies, especially regarding cryptocurrency. Explore the implications of potential changes to the Supplementary Leverage Ratio and how this could lead banks to take on more risk. Also, discover how geopolitical events shape Bitcoin trends and the importance of technical analysis in this evolving financial landscape.
undefined
Jul 3, 2025 • 1h 7min

Will Clemente: The U.S. is now in full ponzi mode

Will Clemente, a top crypto analyst and co-founder of Reflexivity Research, shares compelling insights about the U.S. economy and its political landscape. He discusses how figures like Trump and Musk shape economic narratives and explores the burgeoning role of Bitcoin as a hedge against currency devaluation. The conversation delves into the future of altcoins, the emergence of crypto equities, and the responsibility of key opinion leaders in the crypto space to uphold transparency and ethical standards amid market volatility.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app