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Nov 2024
52m 12s

Goodbye Recession: Welcome to the 2025 E...

The Bitcoin Layer
About this episode
In this episode, Nik Bhatia sits down with Eric Wallerstein of Yardeni Research to dissect the forces driving today’s financial markets. They explore how rising interest rates and evolving monetary policy are reshaping recession expectations and the resilience of the corporate bond market, dive into the Fed’s cautious balance sheet management, the risks of p ... Show More
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Apr 12
The Money Printer Is Back On with Lyn Alden
Nik welcomes back Lyn Alden for a wide-ranging conversation on AI's economic impact, the repricing of software stocks, and why the deficit only goes one direction. The Bitcoin Layer and its guests do not provide investment advice. 
1h 1m
Apr 1
The Everything Bubble Is Over: Michael Howell’s Warning for 2026
Nik welcomes back Michael Howell of CrossBorder Capital for an urgent breakdown of the global liquidity cycle. Michael explains why the cyclical top is in, how oil, the MOVE index, and the dollar have dealt a 20% blow to global liquidity, and why the everything bubble is over. Th ... Show More
1h 8m
Mar 25
RISE of the American Empire with Brent Johnson
In this episode, Nik welcomes back Brent Johnson of Santiago Capital for a wide-ranging global macro conversation. Brent breaks down the dollar's behavior during geopolitical crises, the deglobalization thesis and fracturing supply chains, and his Rise of the American Empire fram ... Show More
57m 7s
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