Episodes

6 hours ago
6 hours ago
This report, specifically from March 28, 2024, reviews macroeconomic conditions and market charts to guide portfolio positioning. The authors discuss recent data, highlighting a rebound from a previous period of tightening financial conditions and anticipating a shift towards stronger economic surprises. They offer insights into growth momentum, inflation trends, and the potential impact of liquidity on risk assets like Bitcoin and the Nasdaq 100. Their analysis suggests a bullish outlook, expecting improved data and market performance in the coming months, while acknowledging potential near-term volatility.

Thursday Mar 20, 2025
Dovish FOMC, Powell Put, Apple Botched AI
Thursday Mar 20, 2025
Thursday Mar 20, 2025
5 sources
Bloomberg reports Apple's executive reshuffle in its AI division, naming Vision Pro chief Mike Rockwell as the new head of Siri, replacing John Giannandrea in that role due to concerns over AI product development. Several financial news outlets, including ZeroHedge, analyze the Federal Reserve's March 2025 FOMC meeting. They discuss the decision to hold interest rates steady while slowing quantitative tightening, and the market's positive initial reaction despite a somewhat weaker economic outlook influenced by trade policy. Powell's press conference, particularly his dismissal of a consumer inflation expectations survey and comments on the impact of tariffs, is a central focus of the financial analysis.

Tuesday Mar 18, 2025
FOMC Preview, Domestic Optimism vs Global Pessimism
Tuesday Mar 18, 2025
Tuesday Mar 18, 2025
Despite rising optimism among Americans regarding the country's direction and a bullish outlook from U.S. investors, international investors are significantly reducing their exposure to American assets. This shift is driven by concerns over President Trump's trade policies, leading to a sell-off in U.S. equities and a move towards European and emerging markets. Fears of stagflation are growing among fund managers, contributing to this capital flight and potentially signaling future challenges for U.S. financial markets, including a weaker dollar and underperforming stocks. This divergence highlights a key tension between domestic confidence and global skepticism.

Thursday Mar 13, 2025
The Case For Trump's Tariff War
Thursday Mar 13, 2025
Thursday Mar 13, 2025
The podcast outlines the Trump administration's argument that the United States was unfairly disadvantaged in trade with the European Union.
It details disparities in tariff and non-tariff barriers, highlighting specific industries like autos and agriculture where the EU allegedly imposed higher restrictions on American goods while enjoying greater access to the U.S. market. The analysis includes comparisons of tariff levels, regulatory differences, and the impact of EU subsidies, particularly in sectors like aerospace and agriculture.
Furthermore, it addresses concerns regarding pharmaceutical and medical device regulations, as well as digital services taxes imposed by some EU nations, which the U.S. considered discriminatory. The central theme revolves around the concept of reciprocity, with the Trump administration asserting that the EU did not offer equivalent market access to the U.S., supported by references to WTO dispute victories where EU practices were deemed unfair.

Monday Mar 10, 2025
Market Volatility, Crypto, and Global Economic Outlook
Monday Mar 10, 2025
Monday Mar 10, 2025
Financial markets experienced high volatility, impacting major tech stocks. U.S. regulators are showing a friendlier attitude toward cryptocurrency, and even exploring ways to acquire more Bitcoin. Asian economies face challenges, with Japan's GDP weakening and China combatting deflation. These economic pressures are increasing the likelihood of the Federal Reserve cutting interest rates sooner rather than later. The expectation is that actions taken in Asia, and the US, will be reactionary to pain across markets but that reversal of the pain will be swift. Bitcoin's future price is speculated upon, potentially retracing to $70,000 before recovering later in the year.

Tuesday Mar 04, 2025
Global Tariffs Now In Effect
Tuesday Mar 04, 2025
Tuesday Mar 04, 2025
This market overview analyzes the immediate effects of President Trump's statements on cryptocurrency values, observing an initial surge followed by a complete reversal. Trump's advocacy for a crypto strategic reserve, including altcoins, is viewed skeptically, with an expectation of a Bitcoin-only compromise.
New tariffs on Mexico and Canada are blamed for the downturn in risk assets, overshadowing initial crypto gains. The anticipation of a "Crypto Summit" introduces further uncertainty into the crypto markets. Finally, the overview highlights changing expectations in interest rate markets, where analysts predict that weak economic data will encourage additional rate cuts this year.

Friday Feb 28, 2025
Is The Crypto Cycle Cooked?
Friday Feb 28, 2025
Friday Feb 28, 2025

Wednesday Feb 19, 2025
Tariff Tango: Will Trump's Moves Trigger a Meltdown Or A US Renaissance?
Wednesday Feb 19, 2025
Wednesday Feb 19, 2025

Wednesday Feb 12, 2025
Inflation Shock, Trump-Putin Peace Talks, and the Future of Ukraine
Wednesday Feb 12, 2025
Wednesday Feb 12, 2025

Wednesday Feb 05, 2025
Tariff Chaos: Trump and JPow Moving Markets
Wednesday Feb 05, 2025
Wednesday Feb 05, 2025
"Navigating the Shifting Sands: Crypto, Tariffs, and the New World Order"
**Description:**
The global economic landscape is in flux, with major shifts in crypto regulation and international trade. This week, we delve into the dramatic market moves spurred by President Trump's aggressive tariff policies and a surprising pro-crypto pivot from the Federal Reserve.
* **Crypto Market Chaos:** Bitcoin experienced a rollercoaster ride, plummeting 6% to ~$98K. This occurred despite positive signals from Fed Chair Jerome Powell, who indicated that banks can engage with crypto, and White House Crypto Czar David Sacks, who is pushing for regulatory clarity. We explore the reasons behind the market's skepticism, and why altcoins like XRP, Ethereum and Solana saw marginal gains. We also discuss MicroStrategy’s continued massive investment in Bitcoin.
* **Trump's Tariff Tussle:** President Trump’s "huge tariff shock" involved implementing a 10% tariff on Chinese imports and initially threatening a 25% tariff on imports from Canada and Mexico. Although the tariffs on Canada and Mexico are currently delayed, the threat remains. We examine the impact of these tariffs, including potential price hikes in automobiles, housing, energy and food, as well as expected retaliatory tariffs from other countries. We also discuss the potential for tariffs on critical imports and the auto sector.
* **Regulatory Shakeups:** The SEC’s removal of its top crypto litigator could signal a softening stance on enforcement, potentially paving the way for institutional adoption. We also look into how a new congressional working group is drafting pro-crypto legislation.
* **Economic Impacts & Analysis:** We break down the potential effects of these changes on inflation, as well as the Fed's response to this complex situation. Goldman Sachs’ analysts weigh in on the trade war, providing a deeper understanding of the current developments and their potential impacts. We explore the questions surrounding a universal tariff, and discuss how this might be used for revenue generation, along with its potential inflationary impact.
**Tune in** as we dissect these critical events and what they mean for your investments, the global economy, and the future of digital assets.
**Key Topics Covered:**
* The crypto market's wild ride and what is next for Bitcoin
* The impact of Trump's tariffs on consumers and businesses.
* The shifting regulatory landscape for cryptocurrencies.
* Analysis from Goldman Sachs on the implications of the trade war.
* Predictions for inflation and the Federal Reserve’s next moves.
This podcast is a must-listen for anyone trying to make sense of these fast-moving developments, offering expert insights to help you navigate these uncertain times.