Supply Shock

The podcast discusses market reactions to a Biden vs. Trump win, indicators suggesting Fed rate cuts, crypto's setup, and Friday's PCE print. It also covers Bitcoin mining industry impact, profitability predictions, and market trends, along with the possibility of a Fed rate cut and economic analysis.

Economic strategist David Cervantes discusses recession outlook, Fed rate cuts, making macro actionable, US fiscal dilemma, and stock rally potential for 2024. Podcast covers strategies for current economic setup, Fed's policy decisions, inflation data analysis, bond yield trading, and equities performance

The podcast delves into market volatility, the impact of U.S. elections, inflation concerns, and potential growth slowdown. Discussions include market concentration, implied correlation index, AI trends, and economic uncertainties. The episode also explores taxation, tariffs, and societal issues, while highlighting the importance of authentic niche communities in marketing.

Expert Joe McCann discusses the intersection of macro & crypto markets, predicting a liquidity surge post-Fed rate cuts. Topics include Solana's appeal, Bitcoin's role, FOMC takeaways, and the upcoming liquidity wave. Insightful analysis on rate cuts, global liquidity, and market outlook for stocks & crypto.

This week's podcast discusses crucial CPI & PPI prints, the Fed's slightly hawkish FOMC meeting, market structure analysis, potential weakness in the rally, and the impact of future monetary policies on interest rates and market trust. Also explored are bond investments, credit spreads, market dynamics, and unpredictability in investing influenced by figures like Elon Musk and Jim Cramer.

Financial analyst Joseph Wang discusses his predictions for the stock and bond market in 2024, expecting stocks to outperform bonds. He touches on topics like rate cuts, gold, commodities, Bitcoin, and the wealth effect of crypto. Joseph also explores the potential bear cases for equities and the impact of fiscal spending on the market.

Topics include global rate cutting cycle impact, economic data interpretation, central bank policies, currency market volatility, Roaring Kitty's return, equity issuance, crypto conference announcement, market dynamics, centralization in asset markets, crypto space dynamics, and market sentiments

Rex and NoSleepJon explore the benefits and challenges of modularity in blockchain, discussing sovereignty, value accrual, and ecosystem competition. They delve into user onboarding, gas fees, the evolution of technologies, and the monetization dilemma in the crypto space. The debate on value accrual and leverage in the modular stack and the cultural dynamics of evolving blockchain ecosystems round up this insightful podcast.

Warren Pies, Founder of 3Fourteen Research, discusses the Federal Reserve's interest rate cuts, oil market impact on inflation & bond yields, and the Fed's strategy regarding easing. Topics also include rent inflation, core PCE target challenges, and speculations on Fed's monetary policy amid elections.

Explore the spectrum between modular and integrated blockchain designs with Keone from Monad and Zon from Initia. They discuss AppChains, rollups, composability challenges, EVM compatibility, and scaling strategies. Learn about the importance of decentralization and building Web3 communities organically.