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Liquidity Will Soon Rise | Joe McCann
On The Margin
In-depth discussion on the importance of macroeconomics in crypto investing
The speaker emphasizes the critical role of macroeconomics in crypto investing, highlighting how their specific and differentiated view on macro guides their investment decisions. They express that getting the macroeconomic analysis right is key to making accurate crypto investments. By predicting events like the Fed's rate decisions and global liquidity trends, they have been able to make successful investment moves. The speaker suggests that cuts in rates are forthcoming based on factors like employment data and immigration trends affecting the economy. They stress the importance of paying attention to details like data revisions, which often go unnoticed but impact investment strategies. Overall, the speaker remains bullish on crypto investments, viewing crypto as an optimal way to express positive views on the value of risk assets, especially considering the historical performance trends in different quarters.
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