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, and more. Enjoy!
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Today
The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel
In this episode, Raoul Pal and Julien Bittel explain their “Everything Code” framework showing how global debt cycles, demographics, and liquidity drive all asset prices. They argue fiat debasement is running at ~8% annually, meaning only tech stocks and crypto have outperformed ... Show More
1h 10m
Jul 4
Unpacking The Crypto Treasury Meta
In this live panel from Permissionless IV, we unpack the rapid rise of token acquisition vehicles like MicroStrategy and Defi Dev Corp. We explore why institutions are using these vehicles to accumulate crypto faster, analyze premium-to-NAV dynamics, discuss the evolution from eq ... Show More
35m 9s
Jul 4
All Roads Lead To Debasement | Weekly Roundup
This week, we dive into the latest jobs and unemployment data surprises, the hidden role of immigration in labor force changes, and why both political parties are terrible. We also dig into the looming deficit and treasury issuance implications, the EM-ification of the US, the sy ... Show More
1h 13m
Sep 2024
Growth concerns persist, ECB set to cut rates again this week
The US employment report for August showed a slower than expected increase in jobs, but a fall in the unemployment rate to 4.2%. Markets reacted negatively, with the S&P 500 having its worst week since March 2023, closing at 5408 points. Other asset classes such as Bitcoin and oi ... Show More
12m 18s
Apr 2024
BoJ Begging For Mercy + A Conversation with Peter Polanskyj of Obra Capital
On this episode of “On The Tape,” Dan Nathan and Liz Young give their take on earnings season thus far (4:00), Meta (8:00), CEOs talking about the consumer (14:00), how the stock market could react to the Fed Meeting & Jobs Report this week (20:00), yields/currencies (24:30), and ... Show More
57m 16s
Aug 2024
As Good As It Gets For The Stock Market?
On this latest episode of the "On the Tape" podcast, hosts Guy Adami, Liz Young Thomas, and Dan Nathan discuss market trends and Federal Reserve updates. They reflect on Fed Chair Jerome Powell's recent comments and his effective communication strategy while anticipating the upco ... Show More
34m 21s
Nov 2024
Bitcoin soars alongside record-high US stocks
Stock markets in Europe and the US started the week on a high note, with all three major US indices hitting new record highs. However, the momentum did not carry over to the Asia-Pacific region, where markets fell across the board in overnight trading. Meanwhile, commodities were ... Show More
11m 56s
Dec 2024
Should Old Investments Be Forgot?
In the final episode of the On the Tape for 2024, Guy Adami and Danny Moses reflect on a remarkable year. They start by honoring former President Jimmy Carter, discussing his overlooked contributions. The conversation shifts to market trends, specifically the dominance of passive ... Show More
30m 57s
Sep 2024
Unthought Known Path of Rate Cuts with Luke Gromen
Dan Nathan and Danny Moses discuss the ongoing bull market, with insights into the S&P 500's new highs and the NASDAQ's performance. They delve into the implications of the Fed's recent interest rate cut, Chair Jerome Powell’s press conference, its impact on the economy, and the ... Show More
1h 10m
Jan 2025
2025 kicks off with market optimism vs geopolitical jitters
US equities began 2025 with a brief sell-off followed by a rebound, while Chinese shares are having their worst start to a year since 2016. Microsoft said that it will spend USD 80 billion on data centres this year. This week, investors will be watching economic data releases, in ... Show More
11m 7s