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Oct 2022
1h 23m

BTC101: 4th Quarter Macro Overview w/ Lu...

The Investor's Podcast Network
About this episode

IN THIS EPISODE, YOU’LL LEARN:

  • 01:22 - What is happening between the United States and China with chip manufacturing?
  • 04:55 - Is the FED being weaponized against Russia and China?
  • 23:11 - What should people expect in the energy sector moving forward?
  • 29:54 - Zoltan Pozsar's quote about commodity-backed money.
  • 31:36 - Who's actually buying UST right now?
  • 35:18 - What triggers the next big FED Pivot?
  • 47:24 - What happens in US Real Estate with 30 year loans currently at 7.22% fixed.
  • 48:25 - Luke's thoughts on the 3 month and 10 year treasury being at parity.
  • 01:03:34 - What's currently happening the Japanese treasury market?


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


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