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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Aug 27
Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Roundup
The macro establishment is turning on itself as Stan Druckenmiller challenges Scott Bessent’s efforts to suppress long-term Treasury yields. This week, we unpack the Druck-Bessent clash and what it reveals about fiscal policy, Fed independence, and market intervention. We also pr ... Show More
53m 9s
Mar 2025
US Stocks and Dollar Tank. What’s Next? - Ep 1015
Peter Schiff discusses market drops, tariff impacts, Trump's Bitcoin reserve, and advocates for foreign stocks and gold investments.Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/goldStart your free online visit today at https://hims.com/goldIn this e ... Show More
1h 1m
May 2024
Global Macro Update: Bitcoin Bounces 10%, Economy Falters
<p>In this episode, Nik brings us a global macro update, focusing on bitcoin's correlation with the stock market, the US government's intentions on inflation, and recent weak economic data. He presents 18 charts to recap an eventful week in currency markets, what was said at the ... Show More
31m 36s
Mar 2023
From Liquidity To A Credit Crisis
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued fallout from the collapse of Silicon Valley Bank, and what it means for markets. The Fed's H.4.1 report was released this past week, which saw the balance sheet increasing by roughly $300 Bill ... Show More
44m 24s
<p dir="ltr">In this week's episode of the Coin Stories News Block powered exclusively by <a href= "https://www.Ledn.io/natalie">Ledn</a>, we cover these major headlines related to Bitcoin, macroeconomics, and global finance:</p> <ul> <li dir="ltr" role="presentation">U.S. digita ... Show More
