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
Today
Coldcard Wallet Hack: What Happened and What to Do Now
In this episode, Nik and TBL's Demian Schatt cover a breaking security situation: a seed-generation vulnerability in Coldcard hardware wallets that has exposed some bitcoiners to theft, with reports of wallets being swept over the last twenty-four hours. Nik, speaking as a resear ... Show More
25m 40s
Jul 28
The Great Unwinding Wall Street Isn’t Pricing In with Matt Dines
In this episode, Nik welcomes back Matt Dines to lay out his thesis that the global order built after World War Two is being reset. Matt walks through the signals he is watching: the Kuwaiti pipeline deal with Blackstone, KKR, and Brookfield that reroutes energy toward Europe, th ... Show More
1h 10m
Dec 2022
147. Bond Markets with Nik Bhatia
<p>We are rejoined by Nik Bhatia, author of Layered Money, to get his perspective on the bond market, the global economy, and bitcoin. Why did bonds have their worst year ever? Why is Nik convinced a recession is looming? How does he see the bond market developing in the medium a ... Show More
1h 54m
Jan 2024
Dividend Growth Stocks, BTC ETF Analysis, and Trump's Iowa Sweep: Insights from 'Money Moves' Podcast | Money Moves
<p>This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF an ... Show More
46m 47s
Jan 2025
Yardeni Research's Eric Wallerstein: Stock Market at a Crossroads
The stock market is at a crossroads. After the strongest back-to-back years for the S&P 500 since the late 1990s, investors are wondering what to expect in 2025. Will higher productivity, stronger earnings, and D.C. deregulation win out and propel equities higher? Or will higher- ... Show More
17m 22s
Jan 2025
BTC215: Global Macro and Bitcoin Q1 2025 w/ Luke Gromen (Bitcoin Podcast)
Luke Gromen unpacks the dynamics of stablecoins and T-bills, Bitcoin’s role as a fiscal policy marker, and the implications of yield curve control. We delve into U.S. dollar devaluation, global liquidity in 2025, and the interplay of tariff threats and international Bitcoin reser ... Show More
59m 10s
Jul 2025
Fed Policy, Bitcoin Surge, and the Real Estate Reset | Money Moves
In this week’s episode of Money Moves, Matty A. and Ryan Breedwell team up to unpack the most important headlines and market moves that real estate investors and wealth builders need to watch right now.They cover the Federal Reserve’s latest signals on interest rates, the ongoing ... Show More
50m 27s
Aug 2024
E235 – Dissecting Recession Risks
<p>Is the U.S. heading for a recession? In today’s episode, Portfolio Manager Chris Heakes, ETF Strategist Bipan Rai, and your host, Mckenzie Box, examine key economic indicators and historical trends. They also share defensive strategies to add to your investing toolkit. </p>
<p ... Show More
24m 28s
Mar 2025
BTC226: Bitcoin Mastermind Discussion Q1 2025 (Bitcoin Podcast)
In this episode, Preston Pysh, Jeff Ross, American Hodl, and Joe Carlasare explore the implications of dollar weakness, overall liquidity, and the impact of Bitcoin bonds. They break down SBR, SAB 121, and recent legal updates, while also explaining the Supplemental Leverage Rati ... Show More
1h 9m
Jul 2025
Market Moves and Fiscal Fireworks
This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ... Show More
6m 41s
Nov 2024
Bullish trends, financials and infrastructure, Bitcoin break out
Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November ... Show More
12m 3s
Nov 2025
The Coming Market Reset: Inflation, AI Mania, and Why Patience Pays Off
In this week’s episode of Money Moves, Matty A. and Ryan Breedwell dig into the latest shifts shaping markets—from inflation and interest rates to the AI stock frenzy and how investors can prepare for what’s ahead.They break down why consumer debt is at record highs, what the Fed ... Show More
56m 2s