Supply Shock

Financial expert Danny Dayan discusses the potential for the Fed to raise rates again in 2024 instead of opting for rate cuts. Topics include the impact of loose financial conditions, the Fed breaking the yield curve in 2021, fiscal deficits, the U.S. debt problem, China's gold buying, and trading strategies for 2024.

This week, the podcast discusses the potential for a market melt-up, the bullish setup for an everything rally, and the return of roaring kitty. They explore the political landscape's impact on the cryptocurrency market and the concept of the 'banana zone'. The discussion also includes market trends, financial interventions, generational divide in trading strategies post-2008, controllers in financial systems, and the significance of stablecoins in crypto.

This podcast discusses the U.S fiscal situation, market impact of elections, and the growing debt burden. They explore blockchain solutions for financial institutions, debt forgiveness, and market implications. The episode also covers fiscal stimulus, transparency in economic governance, tech giants' investments, cryptocurrency politics, and market cycles.

This week's podcast discusses Powell's bullish signal to markets post FOMC & QRA, the rise of distrust in institutions, Japan's Minsky moment, the rise of passive investing, Layer 2 solutions like Kinto, market distortions caused by quantitative easing, challenges in finding reliable signals in the market, and the intersection of retail and institutional participation in the market.

Market analyst Bob Elliott discusses inflation, bond market liquidity, and the gold rally post FOMC meeting. Topics include the Fed's strategies for managing inflation, tokenization potential with Mantra blockchain, challenges of rising bond yields, central banks' interest in US bonds, and the case for gold as a portfolio diversifier. Also, exploration of oil prices, inflation, and political considerations.

This podcast delves into big tech earnings, fiscal dominance impact, and the transition to on-chain financial systems. They discuss the shift towards mature tech companies like Google offering dividends, Tesla issuing dividends, Bitcoin ETF stagnation, and market catalysts. The hosts also explore global economic challenges, inflationary pressures, and market trends.

Vincent Deluard, an inflationista, dives into the ongoing elevated inflation, the impact of geopolitical risk and oil on inflation, the strength of the U.S Dollar as a safe haven, and the rise of fiscal dominance. The podcast explores the tokenization of real-world assets, geopolitical tensions, the implications of Dollar strength, fiscal policy, and investment strategies for navigating economic transitions.

This week, the podcast delves into the macro forces driving markets, the 2024 Bitcoin halving, and the path forward for inflation. They discuss geopolitical tensions, market reactions, Kinto's solutions for financial system onboarding, Bitcoin trading patterns, sovereign entities' interest in Bitcoin, navigating inflation and interest rates post-pandemic, and the impact of inflation, politics, and Bitcoin on economic dynamics. The podcast also explores the US dollar's strength, market complications, market trends, and investment strategies.

Chris Kuiper, Director of Research at Fidelity Digital Assets, discusses the upcoming Bitcoin halving's impact, including ETF effects, current crypto market state, liquidity cycles, and post-halving expectations. Conversation also touches on retail interest, volatility vs. store of value, institutional Ethereum demand, and macro backdrop for Bitcoin in the cycle.

This week's episode discusses the surprise inflation hitting markets, rate cut expectations, and the impact on commodities. Topics include recent economic data releases, Federal Reserve's stance, geopolitical conflicts, Treasury market challenges, Japan's yield curve control shift, and global market volatility insights.