They say there are two certainties in life: death and taxes. And while we don’t get know of anyone who has managed to cheat death, we certainly know of people who have dodged their taxes. In this episode we unpack the myth that cryptocurrency can help you evade taxes, walk through the history of offshore accounts, and discuss some of the open questions about ... Show More
Nov 2019
Episode 28: Breaking Banks with Bitcoin
This episode of What Grinds my Gears was recorded live on stage at SF Blockchain Week 2019. In this episode, Meltem Demirors and Jill Carlson discuss banking Bitcoin, what a bank really is, and whether or not we're just building the same thing in a different way. -----If you enjo ... Show More
25m 23s
Feb 2025
Trading Crypto's Weekend Meltdown | 1000x
This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shorting in this market environment & more. Enjoy!--Go follow the new 1000x feed to keep ... Show More
59m 58s
Sep 26
Economic Reacceleration or Growth Scare? | Weekly Roundup
This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — ... Show More
1h 7m
Jun 2025
The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup
This week, we're back with another weekly roundup to discuss the unwinding of the U.S Dollar & it's impact on markets. We deep dive into this weeks economic data, rising geopolitical conflict, the global fiscal supercycle & more. Enjoy! — Follow Quinn: https://x.com/qthomp Follow ... Show More
50m 22s
Nov 2024
Why The Macro Is Still Bullish Liquidity | Weekly Roundup
This week we discuss the latest NFP report, the Treasury's Quarterly Refunding Announcement, and whether the Trump trade is unwinding. We also delve into the moves in yields, MicroStrategy, and much more. Enjoy!—Follow Quinn: https://x.com/qthompFollow Tyler: https://twitter.com/ ... Show More
55m 25s
May 2025
The Fed's Strategy Is To Be Late | Weekly Roundup
This week, we discuss our FOMC takeaways, Bessent making progress on a China trade deal, and how we’re thinking about the yield curve. We also delve into Fed QE misinformation, the bullish vs bearish risk-to-reward right now, the Taiwan dollar and Mag7 exodus, Bitcoin repeating l ... Show More
56m 21s
Feb 2025
Can Trump, Bessent, & DOGE Drive Long Bond Yields Lower? | Weekly Roundup
This week, we discuss the possibility of the market discounting Trump, Bessent, & DOGE success, the market implications of the Treasury QRA, and whether the manufacturing uptick is tariff front-running or the beginning of a new boom. We also delve into the state of the crypto mar ... Show More
51m 14s
Jan 2025
CPI, Yields, & The Growth Debate | Weekly Roundup
This week we discuss what the latest CPI data means for markets, whether we’re in the early stages of the credit cycle, and trading Inauguration day. We also delve into the crypto reserve debate, the potential BOJ rate hike, and much more. Enjoy!—Follow Quinn: https://x.com/qthom ... Show More
47m 29s
Sep 5
The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and ... Show More
42m 7s
Apr 2025
US Assets Are Dead Money Without A Policy Shift | Weekly Roundup
This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we should expect a significant growth slowdown. We also delve into rate cuts & the yield curve, why Bitcoin is the trade after the trade, ... Show More
53m 24s
Dec 2024
The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup
This week we discuss the November jobs report, the Fed’s cutting path, and the goldilocks scenario for 2025. We also delve into the different R* models, MicroStrategy, the Milken moment for crypto, and much more. Enjoy!—Follow Capital Flows: https://x.com/GlobalflowsCapital Flows ... Show More
1h 10m