Supply Shock

Leland Miller, CEO of China Beige Book, discusses the death of China's old economic model. They debunk the misconception of China's imminent collapse, explore China's economic growth expectations vs reality, analyze China's inflation data, discuss China's economic model and its impact on the global economy, explore the possibility of decoupling the economic activity between the United States and China, and discuss trade tariffs on steel imports from China.

Explosive week in bond market and surge in oil prices. Potential Bitcoin and Ether ETFs. Mark's saying on risk transformation. Renewed Bond Bear Market. Bitcoin & Ether ETFs. Sinister Saturday: Does Inflation Benefit The Elites?

Darius Dale, founder of 42Macro, discusses his views on stocks, bonds, and the economy, explaining why he expects a hard landing. They also touch on the Fed's new dot plot, interest rates & bond yields, the sticky inflation narrative, and the outlook on stocks & bonds.

Fed Meeting and market views on stocks and bonds analyzed. Foreign holdings of Treasuries and inflation uncertainties explored. Anomalies in the economy and market reactions to rate changes discussed. Financial indicators and market trends, including Bitcoin's performance, highlighted. Importance of communication styles and Bitcoin's security budget debated.

Brent Johnson, market expert and founder of Santiago Capital, shares insights on the scorching summer rally in the US dollar against other currencies. He warns of potential consequences if the dollar continues to skyrocket. Topics covered include the relationship between bond markets and currencies, convexity in bond math, analysis of Saudi Arabia and China's holdings of US treasuries, the impact of the weakening yen on China and Japan, and the dilemma facing Japan in stabilizing its currency versus bond market.

The podcast explores recent experiences, crypto market debates, CPI and oil dynamics, market response to economic data, Blockworks Research offer, and the concept of permission and inflation in a centralized authority.

Andy Constan, the founder of Damped Spring Macro Research, and Bob Elliott, CIO at Unlimited Funds, discuss the emerging signs of a recessionary slowdown and the impact of U.S. treasury issuance on the bond market. They explore topics such as central banks' inflation fight, the repricing of the bond market, and the performance of hedge funds in 2023.

This podcast discusses the rise in bankruptcies in the U.S., dangers of a dominant culture, philosophical camps on growth, underfunded pensions, inflation projections, and insights on building a hedge fund.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins the show to discuss the impact of higher interest rates. They analyze Powell's shifting stance, factors behind the resilience of US economic growth, implications of credit card debt, Federal Reserve priorities, and compare earnings of Apple and Nvidia.

This week, the podcast discusses Grayscale's victory against the SEC and the potential approval of a Bitcoin ETF. They explore various topics such as the rise of Bitcoin spot ETF and futures ETF, roll costs in commodities ETF trading, SEC's decision on Bitcoin ETF, the recent court case between Grayscale and the SEC, factors impacting the cryptocurrency market, crypto factions and soft employment, and the potential role of DeFi in lending.