logo
episode-header-image
Oct 2023
13m 8s

Macro Signals Are All Flashing Warnings

Blockworks
About this episode
What the hell is going on with bond markets? Why are people buying less food? Is the Fed priced into more rate hikes? NLW explores all of this and more. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribe to the newsletter: https://breakdown.beehiiv.c ... Show More
Up next
Jul 6
Venice Is Now a Crypto-AI Unicorn — But Its Token Tanked 50%
VVV is down 50% on news that should be good for Venice. David unpacks why — covering the token vs. equity distinction, Dragonfly's reasoning, and what the onchain data says about how many people are actually using Venice's paid features right now. FOLLOW THE SHOW › David — https: ... Show More
30m 24s
Jul 1
2 Groups Now Control Ethereum's Future. Here's What They Want.
David sits down with Paul Dylan-Ennis — lecturer at University College Dublin and member of the Ethereum Foundation’s Silviculture Society — to map the split between the EF and the newly-formed ETH Labs. TIMESTAMPS: (00:00) Intro (00:41) EF Silviculture Society (03:28) Full Cyphe ... Show More
34m 46s
Jun 29
Binance Needs A Friend in The European Union
Binance is out of the EU as of July 1 after its MICA license application in Greece was rejected. David runs through who is and isn't licensed under MICA, checks Blockworks Research for Binance's actual spot market share (~33%), and looks at whether the outflow data suggests real ... Show More
29m 46s
Recommended Episodes
Jun 2022
Interview with Macro Alf: Is it Time to Buy Bonds? [Eurodollar University, Ep. 253]
<p>How does a former bank trader with billions of euros in assets react to an impending recession? Is the inflection in bond yields (back down) and prices (back up) starting right now? Did the European Central Bank just warn of a re-run of the 2011-12 European Sovereign Debt Cris ... Show More
1 h
May 2023
The Credit Crunch is Here
Subscribe to The Macro Trading Floor YouTube channel: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- Alf and Andreas discuss the recent Federal Reserve and ECB decisions and the market reactions. They also dig deep into the unfolding regional bank crisis and discus ... Show More
34m 6s
Dec 2022
What Does The Fed Even Do? - FedWatch 121
Hosts: Ansel Lindner and Christian Keroles Fed Watch is a macro podcast like no other. We question narratives and schools of thought, trying to form our own understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an e ... Show More
1h 3m
May 2024
A New Fed Put?
Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite hawkish. Alf and Brent discuss potential opportunities arising from this setup, and spend time arguing whether Powell just announced a ... Show More
37m 24s
Sep 2022
Russia, Ukraine, & Geopolitical Risk With Timothy Ash
<p>Are geopolitics only furthering the stagflation narrative?<br/><br/>Check The Lead-Lag Report on your favorite social networks.<br/>Twitter: https://twitter.com/leadlagreport<br/>YouTube: https://www.youtube.com/c/theleadlagreport<br/>Facebook: https://www.facebook.com/leadlag ... Show More
59m 8s
Apr 2023
What's Happening In Global Macro?
Subscribe to The Macro Trading Floor YouTube channel: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- On today's episode of The Macro Trading Floor, Alfonso & Andreas take a tour of the global macro landscape by looking at the key themes to watch around the globe. We ... Show More
38m 32s
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed PoliciesIn this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut expectat ... Show More
1h 1m
Dec 2016
What the Fed's Move Means for You
The Fed raises interest rates. Chipotle makes big changes in the boardroom. Yahoo! gets hacked. And Pier 1 stuns Wall Street. Plus, CNBC's Carl Quintanilla talks about the business of binge-watching and previews the year ahead. Get a free preview of our brand new service Motley F ... Show More
40m 49s
Apr 2023
The Hiking Cycle Is Over
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signalling. We then explore the chances of a Fed pause/pivot. Have the probabilities increased since the recent turmoil in the banking syste ... Show More
34m 13s
Listen to millions of songs and podcasts on Anghami