300. The Gold Standard Launch Interview ...

<p>In this lecture delivered at the Property and Freedom Society, Saifedean explains why the root cause of the Palestinian-Israeli conflict is the denial of property rights. Religious and racial conflict are not destined in Palestine; they are historically rare occurrences, but t ... Show More

<p>The Fiat Standard Lecture 17: Bitcoin Cost-Benefit Analysis explores bitcoin as an electricity-based savings tool, how the value stored exceeds security costs, and why declining supply growth increases monetary efficiency compared to fiat debasement.</p><p>You can buy the hard ... Show More

<p>The Fiat Standard Lecture 16: Bitcoin and Energy Markets discusses proof of work as a technological alternative to fiat’s political conflict, how miners seek zero-opportunity-cost energy globally, and why difficulty adjustment turns demand into network security.</p><p>You can ... Show More

(11/7/23) How did WeWork go from $47-B to Bankruptcy? Beware the days' 'narrative of the moment' in interest rates, AI. Market performance ahead, pre- and post-Thanksgiving. Is the Bond Bear market dead or just hibernating? Are bon yields doing the Fed's dirty work now? WeWork is ... Show More

This week Harris Kupperman returns to the show for a discussion on how he is thinking about markets in 2024. Expecting bonds to continue selling off, will equity markets crumble or continue to melt up as fiscal dominance takes the reigns? Harris then shares his thoughts on some ... Show More

Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed markets such as the U.S. and Eurozone, exploring the potential pa ... Show More

Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward. They also talk about how it's impacting fixed income, equities, and Bitcoin. Plus how the U.S. m ... Show More

marked a second consecutive pause following eight hikes since last year. In the US, data was mixed: inflation remains sticky but isn’t accelerating, and jobless claims unexpectedly surged. These developments have reinforced expectations of a Federal Reserve rate cut next week. As ... Show More

<p><span>Welcome back to EYL! In this insightful clip, special guest Austin Haynes sits down with Rashad and Troy to break down the seismic shifts happening in the crypto and financial markets leading up to 2025—and beyond. Are we seeing the end of the traditional four-year crypt ... Show More

<p>The global trade war intensifies as the Trump Tariffs come into effect. Equities continue to decline for the fourth consecutive day, threatening to push the S&amp;P 500 into bear market territory, as investors seek safe havens. Meanwhile, Treasuries, once considered the world' ... Show More

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

Bilal Hafeez, CEO of Macro Hive, is a veteran of macro analysis and he joins today’s interview with some truly bold calls. Hafeez argues that a severe recession is coming but the Federal Reserve will continue to hike interest rates to 7 or even 8 percent in order to destroy infla ... Show More

Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ... Show More