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macro economics
Explore "macro economics" with insightful episodes like "Karen Karniol-Tambour - Macro Headwinds vs. Tech Tailwinds - [Invest Like the Best, EP.329]", "Did Macro Kill Crypto? with MacroAlf", "BTC055: What is the Cantillon Effect w/ Sahil Bloom (Bitcoin Podcast)" and "80 - Ethereum is the Greatest Trade | Raoul Pal" from podcasts like ""Invest Like the Best with Patrick O'Shaughnessy", "Bankless", "We Study Billionaires - The Investor’s Podcast Network" and "Bankless"" and more!
Episodes (4)
Did Macro Kill Crypto? with MacroAlf
Alf is the former head of a $20B investment portfolio, a passionate global macro investor, and the author of a free newsletter called, “The Macro Compass," available on Substack.
On this episode, Alf helps us understand macro in a digestible way. What’s in our potential future? How bad will it hurt? How long will it last? Answers to these questions and much more in the interview.
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Topics Covered
0:00 Intro
8:00 What to Know About Macro
11:03 Tiers of Money
13:07 Deflationary Timeline
15:20 The Housing Market
17:33 The Inflation Remedy
19:54 Indicators
23:10 Global Credit Impulse Cycle
30:25 Can We Have a Soft Landing?
34:50 How Bad Will This Hurt?
39:29 Volatility in the Bond Market
52:18 Switching to Crypto Assets?
55:57 DXY
1:02:09 Bond/Crypto Market Cycles
1:05:30 What Will Make the Fed Pivot?
1:09:36 The Long-Term
1:15:45 Probability & Adapting
1:19:08 Generating Productivity
1:22:27 The Internet’s Unlock
1:23:40 Why Macro is Important
1:25:40 Action Items & Disclaimers
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Resources:
MacroAlf
https://twitter.com/MacroAlf
The Macro Compass
https://themacrocompass.substack.com/
Is It 2021 Again?
https://themacrocompass.substack.com/p/back-to-2001#details
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
BTC055: What is the Cantillon Effect w/ Sahil Bloom (Bitcoin Podcast)
80 - Ethereum is the Greatest Trade | Raoul Pal
Raoul Pal is the CEO and co-founder of Real Vision, the content production studio focused on democratizing access to financial knowledge. He’s an investor with a sharp eye on the global macro environment, and has a strong grasp on the relationship between history and economics.
What has changed since the last time Raoul was on the podcast? His takes on Ethereum are fascinating and thought-provoking, and his bullishness does not come lightly.
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Topics Covered:
0:00 Intro
5:00 Raoul Pal
7:31 The Macro World
11:48 Inflation
18:33 The Macro Crypto Story
31:43 Network Effects and Adoption
40:25 The Greatest Trade
46:25 Communities and Killers
52:50 The Ethereum Layer Zero
1:00:00 Raoul’s Allocation
1:03:27 NFT Mania & Culture
1:14:56 What’s the Metaverse?
1:22:07 Regulation, Social Tokens, Projects
1:25:43 Cyclical Markets, Predictions
1:28:41 Hope in a Rocky Decade
1:33:45 Closing & Disclaimers
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Resources:
Real Vision
https://www.realvision.com/
Raoul on Twitter
https://twitter.com/RaoulGMI?s=20
The World Is Waking Up To Crypto
https://newsletter.banklesshq.com/p/the-world-is-waking-up-to-crypto
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures