Talking Growth with Frank Locascio

This report, specifically from March 28, 2024, reviews macroeconomic conditions and market charts to guide portfolio positioning. The authors discuss recent data, highlighting a rebound from a previous period of tightening financial conditions and anticipating a shift towards stronger economic surprises. They offer insights into growth momentum, inflation trends, and the potential impact of liquidity on risk assets like Bitcoin and the Nasdaq 100. Their analysis suggests a bullish outlook, expecting improved data and market performance in the coming months, while acknowledging potential near-term volatility.

  5 sources Bloomberg reports Apple's executive reshuffle in its AI division, naming Vision Pro chief Mike Rockwell as the new head of Siri, replacing John Giannandrea in that role due to concerns over AI product development. Several financial news outlets, including ZeroHedge, analyze the Federal Reserve's March 2025 FOMC meeting. They discuss the decision to hold interest rates steady while slowing quantitative tightening, and the market's positive initial reaction despite a somewhat weaker economic outlook influenced by trade policy. Powell's press conference, particularly his dismissal of a consumer inflation expectations survey and comments on the impact of tariffs, is a central focus of the financial analysis.

Despite rising optimism among Americans regarding the country's direction and a bullish outlook from U.S. investors, international investors are significantly reducing their exposure to American assets. This shift is driven by concerns over President Trump's trade policies, leading to a sell-off in U.S. equities and a move towards European and emerging markets. Fears of stagflation are growing among fund managers, contributing to this capital flight and potentially signaling future challenges for U.S. financial markets, including a weaker dollar and underperforming stocks. This divergence highlights a key tension between domestic confidence and global skepticism.

The podcast outlines the Trump administration's argument that the United States was unfairly disadvantaged in trade with the European Union. It details disparities in tariff and non-tariff barriers, highlighting specific industries like autos and agriculture where the EU allegedly imposed higher restrictions on American goods while enjoying greater access to the U.S. market. The analysis includes comparisons of tariff levels, regulatory differences, and the impact of EU subsidies, particularly in sectors like aerospace and agriculture. Furthermore, it addresses concerns regarding pharmaceutical and medical device regulations, as well as digital services taxes imposed by some EU nations, which the U.S. considered discriminatory. The central theme revolves around the concept of reciprocity, with the Trump administration asserting that the EU did not offer equivalent market access to the U.S., supported by references to WTO dispute victories where EU practices were deemed unfair.

  Financial markets experienced high volatility, impacting major tech stocks. U.S. regulators are showing a friendlier attitude toward cryptocurrency, and even exploring ways to acquire more Bitcoin. Asian economies face challenges, with Japan's GDP weakening and China combatting deflation. These economic pressures are increasing the likelihood of the Federal Reserve cutting interest rates sooner rather than later. The expectation is that actions taken in Asia, and the US, will be reactionary to pain across markets but that reversal of the pain will be swift. Bitcoin's future price is speculated upon, potentially retracing to $70,000 before recovering later in the year.

This market overview analyzes the immediate effects of President Trump's statements on cryptocurrency values, observing an initial surge followed by a complete reversal. Trump's advocacy for a crypto strategic reserve, including altcoins, is viewed skeptically, with an expectation of a Bitcoin-only compromise.  New tariffs on Mexico and Canada are blamed for the downturn in risk assets, overshadowing initial crypto gains. The anticipation of a "Crypto Summit" introduces further uncertainty into the crypto markets. Finally, the overview highlights changing expectations in interest rate markets, where analysts predict that weak economic data will encourage additional rate cuts this year.

Navigating Market Instability: This podcast analyzes recent market events, including retail liquidation, institutional reactions, and hedge fund positioning1.... It examines factors influencing market behavior, such as momentum stocks, crowded shorts, and sector-specific de-grossing4.... Gain insights into potential market bottoms, the impact of economic policies, and strategies for navigating a "Mr. Roboto" trading environment7.... • Decoding Economic Indicators: This podcast explores the complexities of economic indicators, including inflation, consumer spending, and tariff threats10.... It examines the Federal Reserve's response to inflation data and the potential impact of tariffs on the US economy8.... The podcast also covers the influence of AI, crypto, and geopolitical events like the US-Ukraine minerals deal on the markets14.... • Investment Strategy in 2025: This podcast provides insights into investment strategies amidst market shifts and economic uncertainty. It covers topics such as: ◦ Analyzing market dips in assets like NVDA and Bitcoin17.... ◦ Hedge fund and retail investor behavior1.... ◦ The impact of rising or falling interest rates10. ◦ Goldman Sachs' flow of funds analysis, including key SPX pivot levels and potential buying opportunities around "Pi Day"20....

Trade and Monetary Policy Explore the intersection of trade and monetary policy in 2025.   We analyze Trump's reciprocal tariff plan and the Federal Reserve's response to potential inflationary pressures.   Discover how these factors could impact economic growth, market volatility, and investment strategies. Stay ahead of the curve with insights on navigating this complex macroeconomic landscape.

Today's market was a wild ride, with a surprise inflation report and a major geopolitical development sending stocks and crypto on a rollercoaster. We break down the key events and what they mean for your investments. • CPI Report: Hotter than Expected1...: The January Consumer Price Index (CPI) came in hotter than expected, with headline inflation rising 0.5% month-over-month1..., exceeding expectations and pushing the annual rate to 3.1%4. Core CPI, excluding food and energy, also increased by 0.4% m/m4..., indicating persistent underlying price pressures5. This sent markets into a tailspin early in the day3.... ◦ Shelter Costs continue to be the largest driver of inflation, rising 0.6% m/m4..., with rent and owners' equivalent rent up 6% year-over-year4.... ◦ Food prices jumped, led by a surge in egg prices7.... ◦ Energy prices saw an increase as gasoline prices rose8.... ◦ Auto insurance also contributed to the rise in inflation9. • Initial Market Reaction:3... The hotter-than-expected CPI data led to a rapid repricing of interest rate expectations, with the market anticipating that the Federal Reserve will keep rates higher for longer3.... This caused the dollar to strengthen and risk assets to decline3.... ◦ The Nasdaq and Bitcoin both dropped by nearly 1.4%3.... ◦ The 10-year Treasury yield spiked above 4.6%6.... ◦ The S&P 500 also tumbled10. • Geopolitical Shift: Trump-Putin Talks17...: By midday, the market's negative trend completely reversed3.... News of a "productive" call between President Trump and President Putin, in which they agreed to begin immediate negotiations to end the war in Ukraine, spurred a significant shift in market sentiment20.... ◦ Trump announced he would inform Ukrainian President Zelenskyy of the conversation18.... ◦ The euro rallied on hopes of a resolution to the conflict24.... • Market Reversal:3... By lunchtime, the Nasdaq and Bitcoin had turned positive, recovering from their morning losses3.... ◦ The Nasdaq turned green after the earlier 1.4% loss3.... ◦ Bitcoin similarly recovered, trading at approximately $97,690, a 1.55% increase26. • Implications of the Trump-Putin Talks:22... ◦ Energy markets may see relief as Russian oil could return to global markets, which could lower prices24.... ◦ Geopolitical risk may decrease, contributing to improved investor sentiment2.... ◦ This could signal a shift in U.S. foreign policy, with a focus on diplomatic resolutions and potential changes in defense spending priorities27. • U.S. Shift on Ukraine:17... The Trump administration has announced a significant shift in its policy towards Ukraine30: ◦ No NATO membership for Ukraine19.... ◦ No return to pre-2014 borders23.... ◦ The U.S. will no longer be the primary funder of aid to Ukraine, shifting the burden to Europe17.... ◦ The U.S. will not deploy troops to Ukraine18.... Trading Implications: • Energy Sector: Monitor energy stocks as an increase in oil supply could affect prices and profitability25. • Defense Stocks: De-escalation in Ukraine could lead to reduced defense spending, potentially affecting defense contractors25.... • Currency Markets: Watch for further currency fluctuations, particularly the Euro, as negotiations progress25. Bottom Line: Today's market demonstrated the interplay of economic data and geopolitical events. The CPI report heightened concerns about persistent inflation, while the news of potential peace talks in Ukraine introduced a new variable that could reshape global markets. Sources:

"Navigating the Shifting Sands: Crypto, Tariffs, and the New World Order" **Description:** The global economic landscape is in flux, with major shifts in crypto regulation and international trade. This week, we delve into the dramatic market moves spurred by President Trump's aggressive tariff policies and a surprising pro-crypto pivot from the Federal Reserve. *   **Crypto Market Chaos:** Bitcoin experienced a rollercoaster ride, plummeting 6% to ~$98K. This occurred despite positive signals from Fed Chair Jerome Powell, who indicated that banks can engage with crypto, and White House Crypto Czar David Sacks, who is pushing for regulatory clarity. We explore the reasons behind the market's skepticism, and why altcoins like XRP, Ethereum and Solana saw marginal gains. We also discuss MicroStrategy's continued massive investment in Bitcoin. *   **Trump's Tariff Tussle:** President Trump's "huge tariff shock" involved implementing a 10% tariff on Chinese imports and initially threatening a 25% tariff on imports from Canada and Mexico. Although the tariffs on Canada and Mexico are currently delayed, the threat remains. We examine the impact of these tariffs, including potential price hikes in automobiles, housing, energy and food, as well as expected retaliatory tariffs from other countries. We also discuss the potential for tariffs on critical imports and the auto sector. *   **Regulatory Shakeups:** The SEC's removal of its top crypto litigator could signal a softening stance on enforcement, potentially paving the way for institutional adoption. We also look into how a new congressional working group is drafting pro-crypto legislation. *   **Economic Impacts & Analysis:** We break down the potential effects of these changes on inflation, as well as the Fed's response to this complex situation. Goldman Sachs' analysts weigh in on the trade war, providing a deeper understanding of the current developments and their potential impacts. We explore the questions surrounding a universal tariff, and discuss how this might be used for revenue generation, along with its potential inflationary impact. **Tune in** as we dissect these critical events and what they mean for your investments, the global economy, and the future of digital assets. **Key Topics Covered:** *   The crypto market's wild ride and what is next for Bitcoin *   The impact of Trump's tariffs on consumers and businesses. *   The shifting regulatory landscape for cryptocurrencies. *   Analysis from Goldman Sachs on the implications of the trade war. *   Predictions for inflation and the Federal Reserve's next moves. This podcast is a must-listen for anyone trying to make sense of these fast-moving developments, offering expert insights to help you navigate these uncertain times.

Title: DeepSeek's AI Disruption: Shaking Tech Markets and Redefining AI Development Description: In this episode, we delve into the groundbreaking impact of DeepSeek, a Chinese AI startup, and its AI model, R1. The emergence of DeepSeek has sent shockwaves through global tech markets, prompting a reevaluation of AI investment strategies1.... • Technological Breakthrough: DeepSeek's R1 model, developed with a relatively modest budget of $5.6 million and using less advanced Nvidia H800 chips, has demonstrated capabilities comparable to leading models like OpenAI's o13.... This has raised questions about the necessity of massive investments in AI infrastructure by U.S. companies3.... R1 has shown impressive results in areas such as mathematics, coding, and reasoning, even surpassing OpenAI's model on some benchmarks3.... • Market Turmoil: The launch of DeepSeek's AI assistant has triggered a significant sell-off in technology stocks, with major companies like Nvidia, Microsoft, and Alphabet experiencing substantial declines in their stock values1.... Nvidia, for instance, saw a historic drop, losing around $465 billion in market value1.... This market reaction reflects investor concerns about the potential disruption DeepSeek poses to established AI leaders1.... • Security Challenges: Amidst its rapid rise, DeepSeek faced a significant cyberattack, which led to the temporary suspension of new user registrations7.... This highlights the security challenges that can accompany rapid growth and popularity in the tech industry7.... • Censorship and Content Limitations: DeepSeek's AI assistant has been observed to avoid or self-censor when addressing sensitive Chinese issues, such as the Tiananmen Square incident, indicating the influence of government censorship on AI outputs in China14.... • The Future of AI: The development of R1 calls into question whether the massive spending on advanced GPUs is needed for achieving artificial super intelligence, suggesting that a fraction of the expected costs may be needed8. This development may have deflationary effects on the global economy over time8. Additionally, it appears that having proprietary data will become increasingly important for companies training models18. This episode will explore the implications of DeepSeek's advancements on global AI investment strategies, cybersecurity, and content governance. It will also consider whether tech companies should re-evaluate their business strategies2....

This podcast episode explores the impact of Donald Trump's meme coin, $TRUMP, on the cryptocurrency market and the political landscape. $TRUMP has generated billions in paper profits for Trump, making him one of the wealthiest individuals globally.1... Some experts believe this move could lead to the legalization of cryptocurrency in the US, as Trump is now heavily invested in the sector.4... The launch of the $TRUMP coin has attracted new investors to the cryptocurrency market.6... 42% of $TRUMP buyers were first-time cryptocurrency investors.8 This influx of new investors has contributed to a broader acceptance of cryptocurrencies.8 However, there are also concerns about the potential negative impacts of the $TRUMP coin: • Some believe the coin is harmful to the cryptocurrency market and undermines its integrity.9 • Others worry that Trump may use his influence to manipulate the market.10... • The potential for conflicts of interest, as individuals could attempt to influence Trump by buying large amounts of $TRUMP.5 This episode delves into these concerns and discusses the future implications of Trump's foray into the cryptocurrency market, including the possibility of other politicians and celebrities launching their own meme coins.12  

This podcast episode analyzes the "game of chicken" occurring between the US and China. The episode will delve into how this impacts global risk asset prices and the fluctuating value of the US dollar and the Chinese Yuan. ● The strong US dollar has caused other currencies, like the Chinese Yuan, to depreciate. ● China desires to stimulate its economy but fears further devaluation of the Yuan. ● The US leverages its strong dollar position for geopolitical gains, potentially concerning Taiwan, Russia, or the Panama Canal1. Join us as we explore this complex economic and geopolitical landscape. We'll discuss the potential ramifications of the US dollar's strength, including its impact on the domestic US economy and the global financial markets

Decentralized AI is gaining traction, with Ai16z, a venture capital firm run by AI agents, at the forefront.1 Their innovative Eliza framework empowers developers to create AI agents, revolutionizing the industry.1 However, the native Ai16z token has struggled to reach its full potential.2 To address this, Ai16z plans a major tokenomics overhaul, introducing launch fees, staking, and liquidity pools to drive long-term value.34 This ambitious plan aims to position the Ai16z token as the base currency for agent-to-agent transactions, similar to Ethereum's role in decentralized applications.4 Join us as we delve into the intricacies of Ai16z's tokenomics reformation and its implications for the future of decentralized AI. We'll explore the two-phase rollout, including the Q1 2025 launchpad designed to host Eliza-based AI projects.2 We'll also examine the potential for Ai16z to become a layer-1 blockchain for AI and achieve a $100 billion valuation.5 Tune in to discover how this groundbreaking initiative is shaping the landscape of decentralized finance and AI.

This podcast explores the exciting and sometimes bizarre world of crypto AI agents, a new trend in the cryptocurrency space where AI-powered entities are influencing markets, creating content, and even launching their own projects. This episode focuses on Truth Terminal, a Claude-based AI agent that sparked the AI agent meme coin trend by promoting Goatseus Maximus (GOAT), a meme coin that quickly reached a $1 billion market cap. The podcast delves into the origins of GOAT, which stem from the "Infinite Backrooms" experiment where two AI chatbots were left to converse without human intervention. This experiment led to the creation of the "Goatse Gospel," a satirical, meme-based religion that Truth Terminal began promoting on X (formerly Twitter). This podcast will cover: ● The origins of the AI agent meme coin trend, tracing it back to Truth Terminal and the "Infinite Backrooms" experiment. ● How an anonymous developer, inspired by Truth Terminal, created GOAT, which quickly gained traction and sparked a wave of AI agent-related coins. ● The role of AI agents like Truth Terminal in promoting cryptocurrencies, potentially manipulating markets through their understanding of market trends and ability to generate targeted content. Listeners will gain insights into: ● The distinction between AI agents and traditional bots, highlighting the autonomy, adaptability, and advanced capabilities of AI agents. ● The potential dangers of AI agents in the crypto space, including their ability to spread misinformation, create artificial hype, and manipulate markets. ● The ethical considerations surrounding AI agents promoting meme coins and influencing market dynamics. Tune in to learn about the fascinating intersection of AI and crypto, the rise of AI agents as key players in the market, and the potential implications for the future of cryptocurrency  

The Rise of the Right and China's Economic Struggles This episode examines the global political and economic landscape, focusing on: ● The surge in popularity of right-wing movements in Europe, challenging the established progressive order. ● Concerns over the erosion of democratic principles as leftist governments employ tactics like lawfare and limitations on free speech to stifle opposition. ● China's renewed push for economic stimulus amid persistent deflation and trade tensions, raising questions about its effectiveness. The episode will explore these trends through specific examples, such as: ● Attempts to ban the AfD party in Germany ● Legal challenges against Marine Le Pen in France ● Arrests for online criticism of immigration policies in Britain ● Allegations of election interference in Romania ● China's shift to "moderately loose" monetary policy and proactive fiscal policy

This podcast will cover major global events of early December 2024, including: ● Bitcoin's surge past $100,000: This milestone was driven in part by the US president-elect's selection of a crypto-friendly SEC chair.1234 ● Global market reactions: Including European and APAC stock reactions to the US news.25 ● The collapse of the French government: The podcast will cover the no-confidence vote that led to the government's collapse and the potential implications for the French economy and political landscape.567 ● The appointment of Paul Atkins as SEC chair: The podcast will discuss the potential impact of Atkins' crypto-friendly stance on the cryptocurrency market and the SEC's regulatory approach.18910 ● Developments in artificial intelligence (AI): The podcast will cover the views of Sam Altman, CEO of OpenAI, on the rapid development of AI, particularly the emergence of AI agents and their potential impact on the workforce and society.111213 ● South Korea's declaration of martial law: Examining the reasons behind President Yoon Suk Yeol's decision and the potential consequences for democracy and stability in South Korea.1415 ● OPEC+'s decision to extend oil production cuts: Analyzing the factors behind the decision, including the potential impact of President-elect Trump's policies on the global oil market.16 The podcast will feature analysis from experts and insights into the interconnectedness of these global events.  

Podcast Description: Trump's Crypto Policies & Market Impacts This episode explores the potential impacts of Donald Trump's 2024 presidential victory on the cryptocurrency market, focusing on Bitcoin. ● Sources highlight that Trump's crypto-friendly policies, coupled with the Republican majority in both the House and Senate, have spurred bullish sentiment in the market. ● One of the most significant developments is Senator Cynthia Lummis' proposal for a US strategic Bitcoin reserve. ○ This bill aims to make the US the first nation to utilize Bitcoin as a "savings technology." ○ The proposal has gained momentum after the election, with Lummis hoping for adoption in 2025. ○ Some analysts predict that such a move could propel Bitcoin's value to over $1 million. ● Beyond the Bitcoin reserve, Trump's victory is expected to foster a more favorable regulatory environment for cryptocurrencies. ○ This optimism is reflected in increased demand for Bitcoin ETFs and the addition of new cryptocurrencies to platforms like Robinhood. ● Experts believe that Trump's policies could trigger a wave of institutional adoption, further legitimizing cryptocurrencies as an asset class. ● Other notable post-election developments include the introduction of a bill in Pennsylvania to allow the state treasury to hold Bitcoin and Trump's nomination of pro-crypto CEO Howard Lutnick to lead the Department of Commerce. The podcast will discuss these developments in detail, analyzing their potential implications for the future of Bitcoin and the wider cryptocurrency market.

Crypto After the Election: This podcast explores how the recent election results will impact cryptocurrency regulations and markets. Will Donald Trump's pro-crypto stance lead to a boom for Bitcoin and altcoins? Join us as we examine the potential implications of this political shift on the future of digital assets. ● Market Volatility Post-Election: This podcast analyzes the recent stock market swings following Donald Trump's victory. We'll break down the factors driving investor behavior, from the Federal Reserve's interest rate decisions to Trump's controversial cabinet picks. Tune in for expert insights on navigating the market's uncertainty. ● Economic Outlook Under the New Administration: This podcast looks at the economic landscape under President-elect Trump. From his ambitious economic plans to their potential impact on inflation, we'll examine the key data points and policy decisions shaping the future of the US economy. ● Global Reactions to the US Election: This podcast takes a global perspective on the US election, examining its impact on international markets and geopolitical relationships. We'll explore how countries like China and Japan are responding to the new administration's policies and what it means for the global economy.

Donald Trump's projected victory in the 2024 US presidential election has ignited a surge in the cryptocurrency market. Sources indicate that Bitcoin reached a record high of $75,000 as investors react to the news. This enthusiasm is fueled by Trump's pro-crypto stance during his campaign, including promises to: ● Fire SEC Chair Gary Gensler: This move is highly anticipated by the crypto community due to the SEC's recent enforcement actions against various crypto exchanges and projects under Gensler's leadership. ● Promote Bitcoin mining in the US: Trump has expressed strong support for the Bitcoin mining industry, aiming to make the US a global leader.1415 ● Create a strategic Bitcoin reserve: This involves holding onto Bitcoin seized from criminal enterprises, potentially bolstering the US's financial standing. ● Prevent a central bank digital currency (CBDC): Trump has voiced opposition to a government-controlled digital dollar, aligning with a segment of the crypto community concerned about privacy implications. ● Commute the sentence of Ross Ulbricht: This promise extends to the founder of the Silk Road darknet marketplace, currently serving a life sentence.1920 The market's response is a testament to the perceived positive implications of a Trump presidency for the crypto industry.   Memecoins, particularly those associated with Trump, have witnessed a significant rally, reflecting the optimistic sentiment. However, some voices within the industry remain skeptical. They question the feasibility of some of Trump's promises and whether he will ultimately deliver on them. This episode will explore the potential impact of Trump's victory on the crypto landscape. The discussion will cover: ● Analysis of Trump's crypto-related campaign promises and their potential impact on regulation, innovation, and market trends. ● Perspectives from industry experts and investors on the future of crypto under a Trump administration. ● Examination of the market's reaction, including Bitcoin's record-breaking surge and the memecoin rally. ● Discussion of the potential risks and challenges associated with a Trump presidency for the crypto industry.

Is the mainstream media finally facing a reckoning? After a "colossal exodus" of subscribers over The Washington Post's decision to not endorse a presidential candidate, Jeff Bezos penned an op-ed admitting the media is facing a crisis of credibility. This episode examines Bezos' shocking admission, the mass exodus of WaPo subscribers, and what it means for the future of journalism. Plus, we'll look at the other major news outlets refusing to make endorsements and the wild week ahead for the markets with big tech earnings and a looming election. ● Tech earnings, a contentious election, and a potential market reckoning -- what a week! The markets are facing a confluence of events that could trigger major volatility. This episode breaks down the key factors at play, including the potential impact of tech earnings, the upcoming US election, and the ongoing debate over interest rates. We'll also examine the "squeezy price action" in stocks and what it could mean for investors.

Paul Tudor Jones, a renowned investor, is warning of a potential financial crisis in the U.S. due to its unsustainable fiscal policies and rising debt levels. He fears that the government's continued spending will lead to a sharp increase in interest rates, making it increasingly difficult to manage the national debt. This could trigger a "Minsky moment," where asset prices rapidly decline as investors realize the government's finances are unsustainable. To mitigate this risk, Jones suggests implementing significant policy changes, such as raising taxes and reducing government spending. He also advocates for shifting away from fixed-income investments and seeking alternative assets like commodities, gold, and Bitcoin, which he believes will offer better protection against inflation.

Podcast Description: The Wild Rise of GOAT Memecoin—How AI, Memes, and Marc Andreessen Created a $300 Million Phenomenon In this episode, we dive into the bizarre and fascinating story of GOAT, a memecoin that skyrocketed to a $150 million market cap in just days—thanks to an autonomous AI bot, Truth Terminal, obsessed with internet memes. We'll explore how Marc Andreessen's $50,000 Bitcoin grant to the AI, originally intended for research, unwittingly fueled a viral crypto frenzy. Join us as we uncover how AI-driven meme culture is reshaping financial markets, the chaotic rise of the Goatse Gospel, and why speculators believe this could be the future of crypto. AI, crypto, and internet culture collide in one of the strangest financial stories of 2024.   Note: In this episode, the AIs discussing the memecoin routinely misstate its name. Blame Google! :)

Bitcoin continues its strong move higher this morning, breaching $67k for the first time since it briefly visited the area in late July. Its correlation to Trump victory odds has returned, as polymarket betting has moved Trump to a 57% favorite, up from 50% on October 6th. As Kamala has fallen in the polls, she's gotten more aggressive on the podcast circuit, answering more questions from predominantly friendly journalists and creators. Voters are realizing that she's not very good at unscripted conversations. In a last-ditch effort to spark enthusiasm from within her base, she's resorted to racial pandering at a level rarely seen at the national level. Her tweet below is getting lambasted, and today's lead story.

This is the story of the rise, fall and reemergence of this year's top performing crypto asset, dogwifhat. 

In this episode of Money Printer Go Brrrr, we discuss China's benchmark lending rate cut and its potential implications for borrowing costs and economic stimulation. We cover the rise of an AI software provider making gains, and their strategic shift to a consumption-based model, its impact on growth, and the fascinating questions surrounding their valuation and market performance. Also, we discuss the newly released Hinman papers, which shed light on the SEC's perspective on ether (ETH) and its potential ramifications for the crypto landscape.  Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter with memes, AI political cartoons, and commentary. Subscribe at https://thebrrr.com and follow us on Twitter @frank_locascio

In this episode of Money Printer Go Brrrr, we navigate the choppy waters of the global economy with the Yen's 2% slide post-BOJ, and also analyze metals' recent 5% ascent on the back of Chinese stimulus efforts. We cast a critical eye over the Fed, as we unpack their Discount Window borrowing expansion from $3.1B to $3.6B, along with the insider trading activity of the Fed's Bostic during the blackout period warranting scrutiny. On the AI stocks front, Adobe's robust Q2 earnings, which boosted their shares by over 5%, deserves attention. In the cryptoverse, a potential game-changer - BlackRock's proposal for a Bitcoin ETF. Despite the SEC's history of rejection, will BlackRock's $10 trillion portfolio be enough to sway the decision? Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter with memes, AI political cartoons, and commentary. Subscribe at https://thebrrr.com and follow us on Twitter @frank_locascio

This is a recap of tech, crypto and market news for June 14, 2023. Here's what we covered today:   Fed's Cautious Approach: Interest Rates Stuck in Traffic, Economy Honks AI Regulations: EU Says 'No' to Robot Overlords, 'Yes' to Fines Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter @frank_locascio

This is a recap of tech, crypto and market news for June 13, 2023. Here's what we covered today:   Market Reaction to CPI: A Resounding Meh Goldman Sachs CEO Predicts 'Recession Lite' Diet for US Economy Altcoins Sing the "Insecurity Blues" as Lawsuits Take Center Stage Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter @frank_locascio

This is a recap of tech, crypto and market news for June 12, 2023. Here's what we covered today: Market Cheers Potential Fed Pause on Rate Hikes Americans Reject CBDCs: Privacy and Control Concerns Mount' Mark Cuban Calls SEC's Crypto Registration Process a Cryptic Puzzle Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter @frank_locascio

This is a recap of tech, crypto and market news for June 9, 2023. Here's what we covered today: Binance's Banking Breakup: SEC Throws Shade on Crypto Party GM Teams Up with Tesla, Prepares for Shocking 'E-Volution' Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter @frank_locascio

This is a recap of tech, crypto and market news for June 8, 2023. Here's what we covered today: From Lunch Buddies to Legal Battles: The Tale of Gensler and Binance Lost in the AI Abyss: Advertisers Demand Map and Compass to Navigate Ad Placements   Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter @frank_locascio

This is a recap of tech, crypto and market news for June 7, 2023. Here's what we covered today: Former Fed President's Forecast: Higher Prices, Lower Spirits Mortgage Rates - The Only Thing Going Higher Than Inflation Fore-play No More: PGA Tour and LIV Golf Embrace a Passionate Merger Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter @frank_locascio

This is a recap of tech, crypto and market news for June 6, 2023. Here's what we covered today: Fed's Rate Hike Vision Blurs, Market Sentiment in Flux Bitcoin Takes a Tumble as Binance Faces SEC Wrath: Crypto Rollercoaster Continues Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter @frank_locascio

This is a recap of tech, crypto and market news for June 5, 2023. Here's what we covered today: Binance in Hot Water, Crypto Sweats

This is a recap of tech, crypto and market news for June 2, 2023. Here's what we covered today: Markets Wink At Debt Deal & Jobs Report

Here's what we covered today: BREAKING: Confidence In America - Debt Ceiling Inconvenient Truths NVDA CEO: Leverage AI Or Risk Irrelevance Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter.

Here's what he covered today: Today's Market Sentiment & News Republican Bicker Over Debt Ceiling Deal Soft European Inflation Data Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter with memes AI political cartoons, and commentary. Subscribe at https://thebrrr.com and follow us on Twitter @frank_locascio

In this engaging episode of the Money Printer Go BRRR Podcast, we unravel the latest developments around the proposed US debt ceiling deal. We examine the criticisms and concerns raised by both Democrat and Republican politicians and discuss how these may impact the country's fiscal future. We also analyze the legislative journey of the debt ceiling agreement in Congress and shed light on its potential consequences. The episode then pivots to tech, where we dive deep into the exceptional accomplishments of Nvidia. We explore the company's astounding rise to a trillion-dollar market valuation, driven by the increased demand for chips amid the COVID-19 pandemic. We delve into their latest products and partnerships, which include the unveiling of an advanced AI chatbot system, a cutting-edge service targeting the gaming industry, and a unique collaboration with marketing giant WPP. Join us for a discussion that connects economic policies and tech innovations, equipping you with valuable insights into today's market landscape. Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter with memes AI political cartoons, and commentary. Subscribe at https://thebrrr.com and follow us on Twitter @frank_locascio

In this episode of Money Printer Go Brrrr, we delve into the intricacies of a potential deal to raise the US debt ceiling with exclusive military spending caps. We unpack the implications of a 3% hike in US defence budget and a $10bn cut from the IRS, and how the anticipated debt ceiling and federal spending agreement could shape the future. We further explore how the higher-than-expected US inflation and PCE index might influence Federal Reserve's decisions. Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter with memes AI political cartoons, and commentary. Subscribe at https://thebrrr.com and follow us on Twitter @frank_locascio

In this episode of The Money Printer Go Brrr Podcast, we primarily covered Nividia and Ron DeSantis. Nvidia's earnings report exceeded expectations, leading to a 30% surge in their stock and a remarkable $250 billion increase in market cap. We explore the implications of Nvidia's success for AI-related stocks and their position at the forefront of AI technology. Additionally, we discuss Florida Governor Ron DeSantis' presidential campaign announcement, his support for Bitcoin, and his opposition to central bank digital currencies. Join us as we unpack these exciting developments in the stock market and crypto world. Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com and follow us on Twitter @frank_locascio

In today's episode, we delve into the escalating inflation rates in the UK and US, the ongoing debt ceiling drama, and predicted changes in the UK inflation rate. We also touch on the current downward trends in the US and European stock markets, and discuss the mixed pattern observed in commodities. Join us as we unpack the UK's alarming 8.7% CPI year-over-year, which stands against interest rates of just 4.5%, falling notably short of the US's rates. We explore the impacts of these figures on the economy and the potential resolution of the debt ceiling situation that has been causing widespread concern. We also offer an analysis of the UK's recent decrease in inflation, the reasons behind it, and the possibility of a more rapid fall in inflation over the coming summer. The fluctuating global market conditions are another key topic of this episode - we dive deep into the drop in US equity futures and European stocks, alongside discussing the divergent behaviors of different commodities. Whether you're worried about potential stagflation, fretting over Europe's luxury stocks bubble, or seeking to understand the implications of China's slowing recovery, we've got you covered. We end by offering an update on the current situation of stocks and currencies, including the Stoxx 600 Index's major intraday loss and the fluctuating Sterling amidst hotter-than-expected UK CPI. Don't miss this episode packed with key financial updates and sharp analysis, designed to help you navigate the intricate world of global markets.   Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com and follow us on Twitter @frank_locascio

This is a recap of tech, crypto and market news for May 22, 2023. Here's what we covered today: Hong Kong To Open Crypto Trading Dollar Strength & Debt Jitters   Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter @frank_locascio

This is a recap of tech, crypto and market news for May 19, 2023. Here's what we covered today: The Fed's Kashkari: We Might Leave Rates Unchanged in June Weekend Setbacks: Biden and McCarthy to Meet Today Apple Softens on Web3: STEPN Approved for Apple Pay Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com and follow us on Twitter @frank_locascio

This is a recap of tech, crypto and market news for May 19, 2023. Here's what we covered today: Deflation Appears: Countries Starting To Report Falling Prices AI Or Die Trying - Investors Have FOMO Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter.

This is a recap of tech, crypto and market news for May 18, 2023. Here's what we covered today: Billions-Inspired Hedge Fund Founder: AI Makes Me Froggy The Fed's Internal Friction Over Inflation Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter.

This is a recap of tech, crypto and market news for May 17, 2023. Here's what we covered today: Wednesday Market Update: Indexes Walk Higher As Biden Flies Home Early Microsoft CEO: Turning AI from Competitor to Colleague Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter.

This is a recap of tech, crypto and market news for May 16, 2023. Here's what we covered today: Yellen's Stark Forecast: Debt Ceiling Impasse Threatens Economic Collapse Credit Card Conundrum: Balances Defy Expectations, Households Feel the Pinch Make sure to subscribe to the podcast and rate & review. We also publish a daily email newsletter. Subscribe at https://thebrrr.com Follow us on Twitter.  

In this episode, Frank and Chris discuss NBA TopShot and the new rise of digital non-fungible tokens in the online marketplace.  From what exactly are these new items, the current trend of similar crypto-type goods online, and how these could fare in the future.

Our "pilot" episode dives into the Federal Reserve and how the federal government has responded to the Corona virus.   Everything from buying assets, circulating more currency, and other actions taken in the past year has turned the world on its head.  Looking at markets overall as well as how goods and services have been affected, we try not to limit our view and want others to realize just what is happening in our economy.

Uniswap is a decentralized crypto exchange that surpassed Coinbase in volume earlier this month. The tech underlying Uniswap is a major breakthough and I'm excited for what it means for the industry and what they have in store for their newly launched token - $UNI.