Podcasts about s dollar

Play Episode Listen Later Apr 11, 2024 40:04

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This is part 2/2 of our conversation with Lyn Alden & Luke Gromen. In this episode we deep dive into the path forward for inflation, the U.S Dollar, bonds & what is fueling the gold & Bitcoin bull market. Enjoy! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Lyn: https://twitter.com/LynAldenContact Follow Luke: https://twitter.com/LukeGromen Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- (00:00) Inflation (04:42) Oil & It's Impact On Inflation (11:41) The U.S Dollar (13:04) Mantra Ad (14:09) Gold & Bitcoin (24:28) The Bond Market (33:25) Permissionless Ad (34:03) Inflation vs Recession -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Federal Reserve Staying Hawks

BFM :: Market Watch

Play Episode Listen Later Feb 7, 2024 17:22

Recent statements from the U.S Fed indicate that they may be pulling back from an earlier dovish pivot to aggressively cut rates. How has this affected sentiment on U.S Dollar assets like Treasury Bonds and the Greenback. Vishnu Varathan, Head of Economics & Strategy, Mizuho Bank tells us whilst weighing in the upcoming Chinese IPI and inflation data.Image credit: Shutterstock.com

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Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation

Forward Guidance

Play Episode Listen Later Jan 8, 2024 64:17

On today's episode, Former Fed trader, CIO at Monetary Macro & Author Joseph Wang joins the show to discuss his outlook for 2024. Joseph walks through his stock market "crack up boom" thesis, the rise of fiscal dominance & the path ahead for bonds as the U.S runs record high deficits. We then deep dive into the Fed's QT program, the reverse repo outlook as well as broader financial plumbing and how it may impact markets in the year ahead. To hear all this & more, you'll have to tune in! Today's interview is sponsored by Public. Add fixed income to your portfolio with corporate, Treasury, and municipal bonds. Go to https://public.com/forwardguidance to get started. __ Follow Joseph Wang on Twitter https://twitter.com/FedGuy12 Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Use code FG10 to get 10% off Blockworks' Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london __ Timestamps: (00:00) Introduction (00:33) Disinflation Is Transitory (07:48) Record Deficits Will Fuel A Stock Market Rally In 2024 (11:34) The Fed Will Cut Rates Three Times In 2024 (16:33) Why Isn't The Fed Pushing Back Against Market Pricing? (19:22) Fading The Recessionista's (23:25) The U.S Dollar (26:52) Quantitative Tightening (35:45) The Reverse Repo (46:32) Mortgages Role In The Fed's QT (54:39) Housing (01:01:10) The Rise Of Fiscal Dominance __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Hawkish Pivot For BOJ?

BFM :: Market Watch

Play Episode Listen Later Dec 10, 2023 12:32

The Yen made strident gains versus the U.S Dollar in recent days on rumours that the Bank of Japan will dismantle its negative rate policy at its December meeting. We discuss the policy direction of the BOJ as well as other central banks and their impact on market sentiment with Kelvin Wong of OANDA.Image credit: Shutterstock.com

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The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup

Play Episode Listen Later Oct 7, 2023 57:47

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the historic "bloodbath" in the bond market with the long end sell-off continuing. We also discuss the blowout payrolls data, which under the surface may not be as hot as the headline suggests. To hear all this & more, you'll have to tune in! -- Digital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/01:15 Renewed Bond Bear Market -- Timestamps: (00:00) Introduction (03:14) DAS London (06:11) "Bloodbath" In The Bond Market (11:24) Payrolls Come In Hot (18:54) The Global Wrecking Ball: Oil, U.S Dollar & U.S Yield's (24:36) Blockworks Research Ad (25:24) Beware Of FOMO (35:10) Diving Into The Payrolls Data (37:25) Are Equities About To Crack? (41:49) What Stops This Bond Market From Selling Off? (44:27) The BoJ Steps In To Curb Yen Losses -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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The U.S Dollar Wrecking Ball In A China Shop | Michael Kao & Nick Glinsman

Play Episode Listen Later Aug 23, 2023 75:51

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Michael Kao former hedge fund manager turned private investor & Nick Glinsman Co-Founder at Malmgren-Glinsman Partners join the show. With every recent headline revolving around China, we invite two China watchers to the show for a deep dive on China's debt problem, real estate headwinds & battle with outright deflation. We discuss the impact of the "U.S Dollar wrecking ball", which has being swinging in Asia, and what "trouble" lies ahead for the U.S treasury market. To hear all this & more, you'll have to tune in! -- Follow Nick: https://twitter.com/nglinsman Follow Michael: https://twitter.com/UrbanKaoboy Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Referenced In The Show: Geopolitics/Inflation/USD-Ball In A China Shop: https://www.urbankaoboy.com/p/re-geopoliticsinflationusd-ball-in USD/China - The Donkey Kong Dollar Peg: https://www.urbankaoboy.com/p/re-usdchina-the-donkey-kong-dollar Inflation/Real Estate - CRE Trends / The Strong US Consumer & The "Ivan Drago" Fed: https://www.urbankaoboy.com/p/re-inflationreal-estate-cre-trends Mental Models-Destructive/Constructive Interference In Econ Cycles: https://www.urbankaoboy.com/p/re-mental-model-destructiveconstructive USD Wrecking Ball - Whither Art Thou?: https://www.urbankaoboy.com/p/re-usd-wrecking-ball-whither-art Inflation-The Case for Bear Steepening/Why The Fed Won't Pivot Soon: https://www.urbankaoboy.com/p/re-inflation-the-case-for-bear-steepeningwhy Geopolitical Mosh Pits & Sovereign Debt Endgames: https://twitter.com/UrbanKaoboy/status/1578888215494156289 West Point Paper -- Part 1/4: https://www.urbankaoboy.com/p/west-point-paper-part-14?r=jt0hj -- Timestamps: (00:00) Introduction (00:44) USD Wrecking Ball In A China Shop (11:05) China's 40-Year Boom Is Over (26:13) Permissionless Ad (27:24) What's Causing The Bond Market Sell-Off? (36:56) Bull vs Bear Steepening: Making Sense Of The Yield Curve (44:40) Blockworks Research (45:27) Geopolitical Mosh Pits & Sovereign Debt Endgames (58:06) The Sovereign Debt Endgame (01:04:21) China's Impending Minsky Moment -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Your U.S Dollars Are NOT SAFE! (Buy Bitcoin?) | BRICS Summit 2023

Crypto Banter

Play Episode Listen Later Aug 22, 2023 35:42

The Annual BRICS Summit kicks off in South Africa, with major updates already being released! IS the U.S Dollar about to lose its status as global reserve currency status and global leadership and what will be the new reserve currency to replace it? Join Cryptoman Ran in today's episode of Crypto Banter for the latest crypto market update!! ⚠️

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Prepare For A "Reckoning" In The Soft Landing Narrative | Jesse Felder

The "What is Money?" Show

Play Episode Listen Later Aug 2, 2023 43:26

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — On todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year. Questioning the soft landing narrative, Jesse expects a deterioration in economic data in the coming months at a time when sentiment is as bullish as ever. We also discuss the current state of the U.S fiscal situation, the BoJ's surprise yield curve control tweak & the path ahead for the U.S Dollar. To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jesse: https://twitter.com/jessefelder Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Timestamps: (00:00) Introduction (01:07) Where Are We In The Cycle? (07:37) Bear Market Rally, Or New Bull Market? (11:47) Permissionless II Ad (12:36) Sentiment & Valuations (16:58) "At Some Point The Bond Market Takes Away The Money Printer" (21:28) The Bank of Japan Surprises Markets (31:15) Research Ad (32:28) The Path Ahead For The Dollar (36:41) While Monetary Policy Tightens, Fiscal Continues Spending (38:45) Is The Inflation Fight Really Over? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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World History Told Through the Lens of Money with Niko Jilch (WiM336)

Play Episode Listen Later Jul 7, 2023 51:55

Niko Jilch joins me to discuss world history through the lens of money, how the EU attempted to break free from the U.S. dollar, and how Bitcoin provides hope for the future. Niko Jilch is a financial journalist, moderator, and speaker from Vienna. He has worked as an expert on financial markets, investing & Bitcoin for over 10 years. // GUEST // Twitter: https://twitter.com/NikoJilch Substack: https://substack.com/@fixthemoney Podcast: https://www.fixthemoney.net/podcast// SPONSORS // In Wolf's Clothing: https://wolfnyc.com/ Gold Investment Letter: https://www.goldinvestmentletter.com/ iCoin Hardware Wallet (use discount code BITCOIN23): https://www.icointechnology.com/ Wasabi Wallet: https://wasabiwallet.io/ Casa (use discount code BREEDLOVE): https://keys.casa/ Bitcoin Apparel (use discount code BREEDLOVE): https://thebitcoinclothingcompany.com/ Feel Free Tonics (use discount code BREEDLOVE): https://botanictonics.com Carnivore Bar (use discount code BREEDLOVE): https://carnivorebar.com/ // OUTLINE // 00:00 - Coming up 00:57 - Intro 02:30 - Helping Lightning Startups with In Wolf's Clothing 03:16 - Introducing Niko Jilch 03:38 - The End of the Gold Standard 09:23 - Establishment of the Euro 12:59 - Similarities between Euro and Bitcoin 14:18 - America's Cooperation with China and Saudi Arabia 16:36 - The EU: A Decentralized Peaceful Community 18:24 - Our Currency, Our Problem 19:59 - Maximize Your Profits with Gold Investment Letter 20:55 - Secure Your Bitcoin Stash with the iCoin Hardware Wallet 21:51 - The Market Effect of Gold Marking 25:16 - Misunderstanding Digital Gold 26:44 - Invasion of Iraq and Domination of the U.S Dollar 30:08 - Uncertain Future of the Euro 34:31 - Global Reserve Currency and Energy 37:06 - A Bitcoin Wallet with Privacy Built-In: Wasabi Wallet 37:57 - Hold Bitcoin in the Most Secure Custody Model with Casa 38:46 - Bitcoin and Hope for the Future 44:47 - The World of Hypernormalization 47:28 - Why Bitcoin Counts 50:54 - How to Find Niko's Work // PODCAST // Podcast Website: https://whatismoneypodcast.com/ Apple Podcast: https://podcasts.apple.com/us/podcast/the-what-is-money-show/id1541404400 Spotify: https://open.spotify.com/show/25LPvm8EewBGyfQQ1abIsE? RSS Feed: https://feeds.simplecast.com/MLdpYXYI // SUPPORT THIS CHANNEL // Bitcoin: 3D1gfxKZKMtfWaD1bkwiR6JsDzu6e9bZQ7 Sats via Strike: https://strike.me/breedlove22 Sats via Tippin.me: https://tippin.me/@Breedlove22 Dollars via Paypal: https://www.paypal.com/paypalme/RBreedlove // WRITTEN WORK // Medium: https://breedlove22.medium.com/ Substack: https://breedlove22.substack.com/ // SOCIAL // Breedlove Twitter: https://twitter.com/Breedlove22 WiM? Twitter: https://twitter.com/WhatisMoneyShow LinkedIn: https://www.linkedin.com/in/breedlove22 Instagram: https://www.instagram.com/breedlove_22 TikTok: https://www.tiktok.com/@breedlove22 All My Current Work: https://vida.page/breedlove22

Financial Crisis Prediction

The Slippery Slope

Play Episode Listen Later May 29, 2023 8:02

The end of King Dollar? The forces at play in de-dollarisation The almighty dollar has had a lock on commodity trading, allowing Washington to hinder market access for producer nations from Russia to Venezuela and Iran. But trade is shifting. India is purchasing Russian oil in UAE dirham and roubles. China switched to the yuan to buy some $88 billion worth of Russian oil, coal and metals. Chinese national oil company CNOOC and France's TotalEnergies completed their first yuan-settled LNG trade in March. We are seeing a push toward a Global Financial System that pulls away from the U.S Dollar at the centre. The Bible predicts a system that will be under the sole control of a Global Leader who will insist on absolute adherence to the system. The Bible also predicts an upcoming crisis of extreme inflation with food shortages and scarcity on the earth. We see these things starting to unfold and broadcast on Global News Headlines, don't bury your head in the sand and ignore what the Bible has already told us will happen. This is just my opinion. PS: If you enjoy my content, I will think of you while drinking my coffee. – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Slippery Slope Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠J Fallon Apple Music⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠J Fallon Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠J Fallon YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Slippery Slope Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Slippery Slope YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Slippery Slope Stitcher --- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-fallon/message

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(MIAC #413) Very Few Are Ready For This Fast of A Change (Are You One of Them?)

ADAPT 2030 | Mini Ice Age Conversations

Play Episode Listen Later May 19, 2023 19:48

The blindside takedown of the U.S Dollar is happening so fast that many will not be ready for the devaluation or hyperinflated daily life cost. This talk explains where how we arrived at this moment so quickly and what comes next. Thank You for Visiting my Sponsors: Free Sustainability Course from The Grow Network ADAPT 2030 (PATREON) 25 Year Shelf Life Storable Foods Hemplucid True Leaf Market Heirloom and Organic Seeds ADAPT 2030 AMAZON SHOP

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Here Is Why Markets Are Rallying

Play Episode Listen Later Apr 16, 2023 38:25

On today's episode of The Macro Trading Floor, Alfonso & Andreas begin by breaking down the bank earnings on the back of the recent banking turmoil across markets. We then discuss why markets are rallying as everything from the S&P, Banks & Bitcoin begin to retrace prior losses. With the U.S Dollar also erasing its gains against other major currencies, is this the perfect environment for a continued rally, or not? Finally, Alf & Andreas share their actionable trade ideas, but to hear that, you'll have to tune in! -- Today's show is sponsored by Public.com: Get a 4.9% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://public.com/macrotradingfloor *26-week T-bill rate (as of 4/16/23) when held to maturity. Rate shown is gross of fees. **As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22). -- Follow Andreas: https://twitter.com/AndreasSteno Follow Alf: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://www.themacrocompass.com/ Subscribe To Steno Research: https://stenoresearch.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Does Gold Need a Weak Dollar To Rally?

The Real Money Show

Play Episode Listen Later Apr 15, 2023 43:34

Does there have to massive collapse in U.S Dollar to see a rise in precious metals? Tune in todays to hear Real Money hosts talk about de-dollarization and what this means for the precious metals market. Remember, if you can't hold it, you don't own it! For more information call 1-877-SILVER OR visit https://guildhallwealth.com/

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The End of The US Dollar?

Play Episode Listen Later Apr 2, 2023 33:02

On today's episode of The Macro Trading Floor, Alfonso & Andreas begin by discussing the banking turmoil of recent weeks and how commercial real estate could impact loan books in both the U.S and Europe. Alfonso & Andreas then move on to discuss the hot topic of the week, the U.S Dollar. With headlines hitting the wire mentioning energy transactions being conducted in Yuan and further relations between the BRICS nations, some investors believe this is a pivotal moment in the end of the U.S Dollar as world reserve currency. Alfonso & Andreas walk through what characteristics make a world reserve currency, and why recent headlines will likely remain just headlines. To hear all this and more, you'll have to tune in! -- Today's show is sponsored by Public.com: Get a 4.8% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://public.com/macrotradingfloor *26-week T-bill rate (as of 4/2/23) when held to maturity. Rate shown is gross of fees. **As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22). -- Follow Andreas: https://twitter.com/AndreasSteno Follow Alf: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://www.themacrocompass.com/ Subscribe To Steno Research: https://stenoresearch.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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WHY THE U.S DOLLAR IS IN SERIOUS TROUBLE! (HUGE BITCOIN TRADE!)

Crypto Banter

Play Episode Listen Later Mar 27, 2023 57:18

Breaking news to be discussed as countries exit the U.S Dollar as a reserve and trade currency due to China's big plan! Many countries are following suit and if this trend continues any longer, the US Dollar could be in serious trouble! This event is powering one of the strongest Bitcoin moves in 5 years and in today's episode of Crypto Banter, we discuss exactly what happens next, and what we are doing about it right now! ⚠️

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U.S Dollar's Role In The Great Power Competition | Michael Kao

Play Episode Listen Later Jan 18, 2023 89:32

On today's episode of On the Margin, Michel Kao joins the show for a discussion on the U.S Dollar and its role in the great power competition. Michael outlines his thesis for an upcoming paper on the U.S Dollar looking at the geopolitical significance of the Dollar and the four key economic pillars of which is stands upon. As many have called for the demise of the U.S Dollar, Michael sees the current rules based order continuing, despite the less favourable policies the U.S has enacted. To hear all this and more, you'll have to tune in! -- Follow Michael Kao: https://twitter.com/UrbanKaoboy Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Use code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Referenced In The Show: Inflation/USD Wrecking Ball-Who's Gonna Out-Hawk the Fed?: https://twitter.com/UrbanKaoboy/status/1613279643754463232 Money and Empire: Charles P. Kindleberger and the Dollar System: https://www.cambridge.org/core/books/abs/money-and-empire/money-and-empire/E9C856CAE32893E703C9BF474511A046 Sanctions book – Backfire: Agathe Demarais: https://agathedemarais.com/sanctions-book-backfire/ Chip War: The Fight for the World's Most Critical Technology: https://www.christophermiller.net/semiconductors-1 Acquired: TSMC: https://podcasts.apple.com/us/podcast/tsmc/id1050462261?i=1000534514877 The Geopolitical Mosh Pit: https://twitter.com/UrbanKaoboy/status/1589253118268944386 Sir James Goldsmith Presciently Explaining Globalization in 1994: https://www.youtube.com/watch?v=UKe38mVpHgk Rubicon: The Last Years of the Roman Republic: https://www.goodreads.com/book/show/91017.Rubicon -- Timestamps: (00:00) Introduction (01:17) The Primacy of the US Dollar And Its Role In the Great Power Competition (04:04) Economic Pillars of National Power: Geography, Natural Resources & Industrial Capacity (16:56) The Aftermath of Bretton Woods (32:38) The Geopolitics of U.S Dollar Sanctions, Semiconductors & Energy Policy (47:38) Energy Independence, The Dollar Wrecking Ball & Inflation (59:35) Permissionless Ad (1:00:20) The U.S Dollar Dutch Disease (1:15:34) The Great Power Competition & Rules Based Order (1:23:33) A Summary of The Great Power Competition Between The U.S & China -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Brent Johnson: U.S Dollar's Role In The Fourth Turning

Play Episode Listen Later Dec 28, 2022 46:08

On today's episode of On the Margin, we are joined by Brent Johnson CEO of Santiago Capital for a discussion on the macro forces that drove markets in 2022 and what to expect heading into 2023. The story of 2022 was the U.S Dollar says Brent, long known for his "Dollar milkshake theory". With the Dollar surging all throughout 2022, Brent walks through the effect it had on other markets from bonds, equities and Gold. Warning of the bear market rallies of 2022, Brent remains cautious on risk assets heading into 2023 as the Fed continues tightening financial conditions. Finally, Brent shares his outlook for 2023 where he expects more volatility, uncertainty and geopolitical risk. Sharing his view through the lens of The Fourth Turning, Brent highlights the most important factors to pay attention to in 2023 and beyond, but to hear that, you'll have to tune in! -- Follow Brent: https://twitter.com/SantiagoAuFund Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (01:16) The Macro Story of 2022 (03:55) The Fed Will Continue Raising Rates Into 2023 (06:33) Did The Fed Loose Credibility In 2022? (11:08) Everybody's Looking At The Fed, What About Other Central Banks? (16:01) What Is Happening With The BoJ? (26:15) We Are In The Heart of Triffin's Dilemma (32:29) The Fourth Turning (40:50) Brent's Big Calls For 2023 -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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RN320 | Futures ต่ำสุดในรอบ 1 เดือน ปรับหน้าเทรดอย่างไร?

ถามอีก กับอิก Tam-Eig

Play Episode Listen Later Dec 11, 2022 63:00

ถามอีก กับ ถามอีก กับ อ.จิม คุณจิณณะ สินส่ง เจ้าของเพจ เล่นพื้นฐาน อ่านเทคนิค คุยอะไรกันบ้าง? - ภาพรวม SET50 Index Futures ต่ำสุดในรอบ 1 เดือน - Gold Spot - Bitcoin / U.S Dollar - บทเรียนอะไรที่ได้เรียนรู้จากปีนี้ - คำแนะนำคนที่จะเข้ามาเล่น TFEX เพื่อปั้นพอร์ต - คำว่า คุ้มและไม่คุ้ม อ.จิม ดูอย่างไร ? - การดู Risk Reward - การใช้ Alligator - ทิ้งท้าย

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RN314 | สินทรัพย์ไหนรุ่ง - ร่วง ปี 2023

ถามอีก กับอิก Tam-Eig

Play Episode Listen Later Dec 6, 2022 64:02

ถามอีก กับ อ.นิพนธ์ สุวรรณประสิทธิ์ กรรมการผู้จัดการ สถาบันการลงทุน QIQP บล.ไอร่า จำกัด (มหาชน) คุยอะไรกันบ้าง? - บทเรียนที่นักลงทุนรายย่อยได้รับในปีนี้ - SET - หุ้นเด่นปี 66 ต้อนรับปีกระต่าย - กลุ่มประมูลพลังงานหมุนเวียน - กลุ่มค้าปลีก - กลุ่มธนาคาร - กลุ่มอสังหาฯ - กลุ่มโรงพยาบาล - กลุ่มอิเล็คทรอนิกส์ - กลุ่มที่มีปัจจัยเด่นเฉพาะตัว - น้ำมัน - Gold Spot - BTC - U.S Dollar - ทิ้งท้าย

s dollar

IP #129 The U.S Dollar Dominance As Global Reserve Currency

Insightful Principles

Play Episode Listen Later Nov 10, 2022 10:05

IN THIS EPISODE, YOU'LL LEARN:2:27-The U.S Dollar function as a global reserve currency?2:41-The Bretton Woods Agreement of 1944? 3:08- The impact of the dollar being off a gold standard? 5:01- Dollar market size amongst global currencies? 6:06- Challenges to the U.S Dollar's Global Role?Kevin explained the U.S Dollar Dominance compared to most global currencies. The U.S Dollar has developed a reputation of being a global reserve currency. Many countries rely on it for global trade & settling financial transactions. Kevin discuss how most foreign exchange reserves are held in dollars with central banks around the world. The U.S Dollar is also issued as debt where many countries have to pay back those debts in dollars. How long can the dollar remain as a global reserve currency? Could China be the next powerhouse? How will the BRIC'S Nations compete with the dollar within the future? All of this and more was explained throughout today's episode. Sponsors:Buzzsprout, the best way to start a podcast!https://www.buzzsprout.com/?referrer_id=1305358Safely secure your crypto with Ledger, the largest crypto hardware wallet! https://shop.ledger.com/?r=aa519baed9caInvest in crypto through a tax advantage retirement account with ITrust Capital!https://itrustcapital.com/referral100?utm_source=partner&utm_medium=youtube&utm_campaign=partner850&oid=10&affid=850Show email & contact info:Email: insightfulprinciples@gmail.comLinkTree: https://linktr.ee/insightfulprinciplesSocial Media:Instagram & Tik Tok: @insightfulprinciplesTwitter: @insightprinplesLinkedIn: Kevin Jenkins#global #reserve #currency #insightful #principlesSupport the show

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Brent Johnson: An Update On The Dollar Milkshake Theory

Play Episode Listen Later Oct 6, 2022 28:43

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Brent Johnson of Santiago Capital for a timely update on the US dollar milkshake. Throughout 2022 the US dollar has continued to climb higher against most currencies around the world, most notably the Japanese Yen, British Pound & the Euro. Many years ago, Brent outlined his dollar milkshake thesis stating that as long as the current monetary system stays intact, the US dollar will continue to outperform major currencies around the world and cause some real damage in the process. Brent now joins us for an update on his thesis, but to hear that, you'll have to tune in! -- Follow Brent Follow Alfonso Follow Blockworks Subscribe To The Macro Compass Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter -- Referenced In The Show: Bank of England announces gilt market operation Fed Pivot My A*S -- Timestamps: (00:00) Introduction (00:36) An Update On The U.S Dollar (03:49) Fed Pivot? Think Again... (05:24) Intervention In The FX Markets (08:34) The BoJ Will Not Be Bullied (11:40) How Effective Are FX Reserves At Saving Currencies? (15:13) The Dollar Milkshake Theory (22:17) The Great Deleveraging (25:28) Final Thoughts -- Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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U.S Dollar Is Starting To Break Things | Mike McGlone

The Indicator from Planet Money

Play Episode Listen Later Sep 30, 2022 46:18

Recorded on Monday 26th: Before the BoE's Gilt announcement On today's episode of "On the Margin", Mike McGlone Senior Commodity Strategist at Bloomberg joins the the show for a wide ranging discussion. As the U.S Dollar continues rising, markets are beginning to crack. Is there any end in sight for economies around the world? We also discuss what is happening in energy, commodity and crypto markets. How will oil perform ahead of mid term elections in the U.S? Is gold set for a move higher? And have crypto markets felt enough pain or is more to come? To find out, you'll have to tune in! -- Follow Mike McGlone: https://twitter.com/mikemcglone11 Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Circle's USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is. -- Timestamps: (00:00) Introduction (01:33) What Is Happening With The British Pound? (14:32) Gasoline & Biden's Approval Rating (17:41) How Energy Is Effecting Global Currencies (20:14) Circle Ad (21:33) The U.S Dollar Wrecking Ball (31:02) Gold (36:32) Which Countries Are Positioned To Outperform? (42:05) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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The mighty US dollar (Encore)

Play Episode Listen Later Sep 28, 2022 7:59

According to the U.S Dollar Index, the U.S Dollar reached a twenty year peak. Today, we're revisiting a classic episode to ask: What exactly are the pros and cons to U.S dollar dominance? For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.

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Central Bank's Credibility Is On The Line | Brent Donnelly

Play Episode Listen Later Sep 20, 2022 25:18

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Brent Donnelly, President of Spectra Markets, for a discussion on FX markets. As the U.S Dollar wrecking ball keeps marching higher, just how is the currency landscape evolving in both emerging and developed markets. How important is energy in determining FX rates in 2022 with the backdrop of a global energy crisis affecting Europe's current accounts? Finally, Alf & Brent end the discussion talking about the BoJ and their yield curve control. But to hear that, you'll have to tune in! -- Follow Brent: https://twitter.com/donnelly_brent Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (00:56) What To Expect Ahead of FOMC (04:40) The Effect of Energy On FX (12:13) How Energy Bailouts Will Effect FX In Europe (17:12) The BoJ Will Not Be Bullied -- Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Targeting 3200 On The S&P500 | Mr. Blonde

Play Episode Listen Later Sep 13, 2022 25:09

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by anonymous analyst Mr. Blonde for a discussion on the forces driving equity markets. Mr Blonde shares his thoughts on current financial conditions, the effect of a strong U.S Dollar on markets, the path forward for the Fed & what we would have to see to target 3200 on the S&P 500. But to hear that, you'll have to tune in! -- Follow Mr Blonde: https://twitter.com/MrBlonde_macro Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Stuck In The Middle: https://stuckinthemiddle.substack.com/ -- (00:00) Introduction (00:32) Financial Conditions (02:11) How Financial Conditions Effect Equities (04:10) The U.S Dollar (05:34) Real Yields (08:40) The Path Forward For The Fed (15:26) Market Outlook (19:38) The Path Towards 3200 On The S&P 500 -- Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Ben Melkman: Expecting A U.S Dollar Decline

Play Episode Listen Later Sep 4, 2022 57:50

On today's episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Ben Melkman Founder & CIO of Light Sky Macro. Expecting a secular shift in inflation, Ben shares his thoughts on the current state of markets as the Fed continues their fight to slay the inflation dragon. Could the Fed be out of ammo? Are markets mispriced for a secular shift in inflation? Ben walks through the biggest opportunities he sees today in markets before sharing his actionable trade idea, but to hear that, you'll have to tune in! -- This episode is sponsored by Saxo Bank. Saxo Bank offers unparalleled market coverage across fiat, crypto and metals. Moreover, you can trade Gold your way, using either Futures, Options, Forwards or ETCs and gain access to a wide range of government and corporate bonds. Discover more opportunities at https://goto.saxo/macrofx -- DAS Digital Asset Summit is crypto's most institutional conference. DAS is the only conference that truly combines the worlds of macro finance and crypto, with speakers like Danielle DiMartino Booth, Mike Green, Jurrien Timmer, Brent Johnson. Visit digitalassetsummit.io and sign up -- Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Stenos Signals #13 - No, Germany is probably not running out of gas: https://andreassteno.substack.com/p/stenos-signals-13-no-germany-is-probably UK's Liz Truss will probe extent of Bank of England independence, supporter says: https://www.reuters.com/world/uk/uks-liz-truss-will-probe-extent-bank-england-independence-supporter-says-2022-08-04/ -- Timestamps: (00:00) Introduction (01:01) Natural Gas In Europe (03:40) Inflation In Europe (06:26) Pricing A Systemic Risk In Europe (10:55) Feature Interview: Ben Melkman (11:31) A Secular Shift For Inflation (21:00) Jerome Powell's Comments At Jackson Hole (28:49) Will The Fed Accept Above 2% Inflation? (31:09) The U.S Dollar (37:41) Ben's Actionable Trade Idea (47:55) Post Interview: Final Thoughts -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Michael Howell: Capital Wars, Liquidity & The Rise of China

Play Episode Listen Later Aug 31, 2022 50:41

On today's episode of "On the Margin", Michael Howell CEO of Crossborder Capital joins the show for a discussion on the number one force driving markets, liquidity. Discussing Michael's book titled "Capital Wars: The Rise of Global Liquidity", Howell walks through the role of global liquidity, increasing debt and volatility on today's financial system. Have these three factors made our financial system more susceptible to central bank intervention and financial crises? Tune in to hear this discussion & much more! -- Attend DAS, crypto and macro's favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Michael Howell https://twitter.com/crossbordercap Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: WTO successfully concludes negotiations on China's entry https://www.wto.org/english/news_e/pres01_e/pr243_e.htm Transcript: US Treasury Secretary Janet Yellen on the next steps for Russia sanctions and ‘friend-shoring' supply chains https://www.atlanticcouncil.org/news/transcripts/transcript-us-treasury-secretary-janet-yellen-on-the-next-steps-for-russia-sanctions-and-friend-shoring-supply-chains/ Suez Crisis https://www.history.com/topics/cold-war/suez-crisis Russian gas in Germany: A complicated 50-year relationship https://www.dw.com/en/russian-gas-in-germany-a-complicated-50-year-relationship/a-61057166 -- (00:00) Introduction (00:25) The Rise of Global Liquidity (06:25) China Entering The WTO (12:28) How A Lack of Liquidity Leads To Financial Crises (19:20) Is Europe The Canary In The Coal Mine? (30:06) Bretton Woods, World Trade & The Role of The U.S Dollar (40:00) Capital Wars Between The U.S & China (44:53) Current Market Liquidity & Outlook -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Luke Gromen: U.S Dollar's Role In The Global Energy Crisis

Play Episode Listen Later Aug 24, 2022 65:31

On today's episode of "On the Margin", Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the U.S Dollar's role in the global economy. After spending the past number of years outlining his thesis and the importance energy plays in being the global reserve currency issuer, now was the perfect time to get Luke back on the show to break down some of the tectonic geopolitical changes that have occurred throughout 2022. From energy shortages in Europe to Russian FX sanctions and now rising tensions in Taiwan, the U.S Dollar sits at the very centre of this discussion. This is an episode you can't afford to miss and will find yourself watching over and over again as we attempt to understand the geopolitical & macro landscape. -- Attend DAS, crypto and macro's favorite institutional conference: http://digitalassetsummit.co/ - Use code MIKE250 to get $250 off tickets -- Follow Luke Gromen: https://twitter.com/LukeGromen Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Twilight in the Desert: https://en.wikipedia.org/wiki/Twilight_in_the_Desert Assessing and Strengthening the Manufacturing and Defense Industrial Base and Supply Chain Resiliency of the United States: https://bit.ly/3QEY91I California Turns To China For New Bay Bridge: https://www.npr.org/2011/09/16/140515737/california-turns-to-china-for-new-bay-bridge?t=1661252480276 Don't forget the golden rule: whoever has the gold makes the rules: https://reaction.life/dont-forget-the-golden-rule-whoever-has-the-gold-makes-the-rules/ The Quiet Coup: https://www.theatlantic.com/magazine/archive/2009/05/the-quiet-coup/307364/ -- Timestamps: (00:00) Introduction (00:38) The Post Bretton Woods System (11:09) Peak Cheap Energy (20:55) The U.S. Industrial Manufacturing Base, The End of Globalization? (26:09) The Closing of Russia's FX Reserves (33:30) The Energy Crisis In Europe (34:46) Gold & Bitcoin: "The Last Functioning Fire Alarm" (40:00) The U.S. Entitlements & Balance Sheet (46:38) Rising Inequality (51:14) The Quiet Coup: Privatizing The Gains & Socializing The Losses (57:14) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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789: Tim Sykes | The Trading Challenge

Build Your Network

Play Episode Listen Later Aug 22, 2022 25:35

The investing party is over! Tim Sykes, our guest for today's episode, is a penny stock trader and teacher who became a self-made millionaire by the age of 22 by trading $12,415 of bar mitzvah money. After becoming disenchanted with the hedge fund world, he established the Tim Sykes Trading Challenge to teach aspiring traders how to follow his trading strategies. He's been featured in a variety of media outlets including CNN, Larry King, Steve Harvey, Forbes, Men's Journal, and more. He's also an active philanthropist and environmental activist, a co-founder of Karmagawa, and has donated millions of dollars to charity. Tune in as Travis and Tim discuss today's reality of the stock market, why people should focus on financial education and why we should prepare for the future. Tim also shares his unique view on networking and mentorship and how he helps his students make more money than him with his Trading Challenge. Key Highlights: [00:01 - 07:51] The Million Dollar InjuryFrom tennis to trading in the stock marketTurning Bar Mitzvah money into MORE moneyThe hedge fund failure [07:52 - 14:08] Prepare for the FutureHow Tim's journey made him successful at tradingWhy today's market is at an all time lowTim's new favorite asset class: The U.S Dollar [14:09 -17:01] Networking: Not for TimTim shares why he doesn't rely on networking or mentorship to succeedTransparency as a priority Tim's students being better than him Building schools and helping communities in third world countries Tweetable Quotes: “You can chill and have no life and be prepared for the craziness that's coming in the next 3-5 years” - Tim Sykes“I have the easiest job in the world, all I have to do is say what I do! ” - Tim Sykes“Patience is actually good for education and trading” - Tim Sykes Book Mentioned:The Complete Penny Stock Course Connect with Tim: IF YOU'RE LOOKING TO GET RICH QUICK DO NOT GO TO THIS LINK Check https://karmagawa.com/ Follow Tim on:FacebookInstagramYoutube–Did you love the value that we are putting out in the show? LEAVE A REVIEW and tell us what you think about the episode so we can continue putting out great content just for you! Share this episode and help someone who wants to connect with world-class people. Jump on over to travischappell.com/makemypodcast and let my team make you your very own show!If you want to learn how to build YOUR network, check out my website travischappell.com. You can connect with me on Facebook, Instagram, and Twitter.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

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Are You Paying Attention to Emerging Markets? | Nick Stadtmiller

Play Episode Listen Later Aug 14, 2022 56:57

On today's episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Nick Stadtmiller Director of Emerging Markets Strategy at Medley Advisors. With an expertise in emerging markets, Nick joins the show for a discussion on the macro forces driving EM's. From global inflation rates to the rising U.S Dollar's effect on EM currencies, Nick provides a region by region walkthrough of all the strongest and weakest emerging market's you can't afford to not pay attention too. Finally, Nick shares his actionable trade idea, but to hear that, you'll have to tune in! -- This episode is sponsored by Saxo Bank. Saxo Bank offers unparalleled market coverage across fiat, crypto and metals. Moreover, they provide free currency subaccounts and competitive interest rates on deposits in local currencies. Learn more at: https://www.home.saxo/products/forex?cmpid=affi_cm_28261487_342027945_0 -- DAS: Digital Asset Summit is crypto's most institutional conference. DAS is the only conference that truly combines the worlds of macro finance and crypto, with speakers like Danielle DiMartino Booth, Mike Green, Jurrien Timmer, Brent Johnson. Visit digitalassetsummit.io and sign up for 20% off with code "MACRO." -- Follow Nick: https://twitter.com/NickStadtmiller Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (02:01) Breaking Down The CPI Report (08:46) The Liquidty Cycle (10:15) DAS NY (12:51) Feature Interview with Nick Stadtmiller (14:35) Market Reaction To Lower Inflation (18:05) The U.S Dollar (22:18) What Is Happening In Emerging Markets? (28:40) China (38:00) Nick's Actionable Trade Idea (43:25) Post Interview: Final Thoughts -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Inflation Is Driving Demand For UBI | Jordi Alexander

Play Episode Listen Later Aug 10, 2022 49:11

On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital joins the show to discuss how inflation is driving demand for UBI. We begin discussing Jordi's outlook for the rest of 2022 with a major focus on the U.S Dollar and how the rising dollar could lead to liquidity problems. Drawing parallels to 2020, when the Fed extended U.S Dollar swap lines all around the world, Jordi explains how this dynamic could further exacerbate the publics demand for UBI. We then close the discussion looking at the cycles of inflation, crypto markets and Jordi's outlook for markets through the rest of the year, but to hear that, you'll have to tune in! -- Follow Jordi Alexander: https://twitter.com/gametheorizing Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Federal Reserve announces bilateral swap lines: https://www.federalreserve.gov/newsevents/pressreleases/monetary20200319b.htm Main Street Lending Program: https://www.federalreserve.gov/monetarypolicy/mainstreetlending.htm - - (00:00) Introduction (00:40) Jordi's Framework For 2022 (02:57) The U.S. Dollar (09:56) Wealth Distribution & Social Cohesion (12:20) Cycles of Inflation (27:52) The Bull & Bear Case for Bitcoin (36:20) Crypto Markets (42:00) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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The Fed Will Break Inflation's Back, No Matter What | Teddy Vallee

The Heresy Financial Podcast

Play Episode Listen Later Aug 7, 2022 53:37

On today's episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Teddy Vallee, Founder & Chief Investment Officer at Pervalle Global. After positioning to be short everything in the first half of 2022, Teddy now sees an environment where inflation will begin to roll over. With typical growth indicators slowing down such as commodities, Teddy sees an attractive risk/reward in the bond market. Teddy then shares his actionable trade idea, but to hear that, you'll have to tune in! -- DAS Digital Asset Summit is crypto's most institutional conference. DAS is the only conference that truly combines the worlds of macro finance and crypto, with speakers like Danielle DiMartino Booth, Mike Green, Jurrien Timmer, Brent Johnson. Visit digitalassetsummit.io -- Referenced In The Show: BOE Raises Rates by Most Since 1995, Warns of Long Recession: https://www.bloomberg.com/news/articles/2022-08-04/boe-raises-rates-by-most-since-1995-warns-of-long-recession Sweeping Mortgage Boycott Changes the Face of Dissent in China: https://www.bloomberg.com/news/features/2022-08-03/china-real-estate-market-crisis-protests-may-spur-multi-billion-dollar-rescue -- Follow Teddy: https://twitter.com/TeddyVallee Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (01:17) Top Stories Of The Week (10:13) DAS (11:33) Feature Interview with Teddy Vallee (16:12) Why Is Inflation Heading Lower? (21:20) Will Powell Pivot? (23:34) Market reaction To Powell's Comments (28:42) The Effects Of Quantitative Tightening (31:02) Outlook For The U.S Dollar (34:11) What Is Happening In The Bond Market? (36:49) Teddy's Actionable Trade Idea (40:51) Post Interview: Final Thoughts -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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China and Russia Announce New Global Reserve Currency

Play Episode Listen Later Jul 30, 2022 9:23

China and Russia recently announced that they're going to be launching a new global reserve currency. They're going to be jointly working together to create a new international reserve currency to replace the U.S Dollar.

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U.S Dollar Wrecking Ball Is Causing Liquidity Stress | Lyn Alden

Play Episode Listen Later Jul 13, 2022 49:23

On today's episode of "On the Margin", Lyn Alden of Lyn Alden Investment Strategy joins the show. Lyn begins by explaining through the energy shock she spotted in 2021 walking through her most recent piece "Energy: The Area Under the Curve". Lyn then shares her outlook on the U.S Dollar wrecking ball as the DXY breaches 20 year highs trading over 108. How will a rising U.S Dollar effect the chances of a recession, stress in credit markets and more importantly the U.S treasury market liquidity? Could this be "checkmate" for the Fed? To find out, you'll have to tune in! -- Follow Lyn: https://twitter.com/LynAldenContact Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Energy: The Area Under the Curve: https://www.lynalden.com/the-area-under-the-curve/ Sohn 2022 | John Collison in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=-7sWLIybWnQ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Timestamps: (00:00) Introduction (00:51) Energy: The Area Under the Curve (04:50) Energy Crisis In Europe (07:58) Are Rising Energy Prices Leading To A Recession? (14:09) Should We Expect An Earnings Recession? (16:53) Signs Of Stress In The Treasury Market (20:36) Fireblocks Ad (21:55) Can The Fed Really Tighten? (28:14) How A U.S Dollar Spike Could Lead To Treasury Market Illiquidity (34:08) Universal Basic Income (41:52) The Decade Ahead -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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A Trade For The U.S Dollar's Reversal | Julian Brigden

Play Episode Listen Later Jul 10, 2022 61:53

On today's episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Julian Brigden Co-Founder of MI2 Partners. Making the statement that "macro is back with a vengeance", Julian joins the show for a wide ranging discussion on inflation, misconceptions in the yield curve inversion, the factors driving an equity bear market and the U.S Dollar's structural decline. Expecting a structural rise in yields, Julian takes us back 800 years quoting a research piece by the BoE that identified all major trend reversals in bond bull markets being caused by either a pandemic or war. Just how will this new regime shift Julian expects effect his actionable trade idea? To find out, you'll have to tune in! -- Follow Julian: https://twitter.com/JulianMI2 Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: So, Recession?: https://themacrocompass.substack.com/p/recession#details Summary of Economic Projections: https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20220615.pdf Lagarde plays down recession risks, says ECB is ready to 'move faster' on rates if needed. https://www.cnbc.com/2022/06/28/ecb-lagarde-plays-down-recession-risks-at-sintra-forum.html The current bond bull market is the longest in more than 500 years https://www.businessinsider.com/bank-of-england-paper-on-bond-bull-markets-through-the-years-2017-10?op=1&r=US&IR=T Bretton Woods III: https://static.bullionstar.com/blogs/uploads/2022/03/Bretton-Woods-III-Zoltan-Pozsar.pdf -- Timestamps: (00:00) Introduction (01:01) Top Stories Of The Week (06:53) Can the Fed pivot? (13:59) Feature Interview With Julian Brigden (23:59) The Labor Market (29:03) Will the Fed turn dovish? (34:44) The U.S. Dollar vs Equities (39:24) Julian's Actionable Trade Idea (46:01) Post Interview: Final Thoughts (51:29) The Role of the US Dollar -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Russell Clark: Brace For Structurally Higher Inflation

Play Episode Listen Later Jul 3, 2022 57:20

On today's episode of “The Macro Trading Floor,” Andreas is joined by Jack Farley, Host of the "Forward Guidance" Podcast as Alfonso is away on holiday. They discuss the top stories of the week including the recent sell-off in commodities, policy errors by the ECB and a recent interview with Jerome Powell, Andrew Bailey & Christine Lagarde. Andreas then welcomes Russell Clark, Former hedge fund manager of Russell Clark Investment Management for a discussion on the most important factor in markets right now, inflation. Expecting to see a switch from capital back to labor, structurally higher bond yields, higher inflation and elevated commodity prices, just what will this mean for markets? Russell then shares his actionable trade idea, but to hear that, you'll have to tune in! -- Follow Russell: https://twitter.com/rampagingruss Follow Jack Farley: https://twitter.com/JackFarley96 Follow Andreas: https://twitter.com/AndreasSteno Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Central bankers warn of end to low inflation era: https://www.ubs.com/global/en/wealth-management/insights/chief-investment-office/house-view/daily/2022/latest-30062022.html Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark Valek: https://open.spotify.com/episode/7wE5m3TAY61LpZNBUc1x2u?si=b79c323837f1431e Frances Donald: The Yield Curve Signals A Huge Warning: https://open.spotify.com/episode/36aWSiLz2tt45URVIOULTd?si=83c74291c04e40d9 -- Timestamps: (00:00) Introduction (01:01) Top Stories Of The Week (08:09) Falling Commodity Prices (12:14) Feature Interview With Russell Clark (15:32) A Regime Shift in Inflation (25:13) A Regime Shift in Currencies (28:25) The U.S Dollar (34:52) Russell's Actionable Trade Idea (40:57) The BoJ & Yield Curve Control (44:53) Post Interview: Final Thoughts -- Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Brent Johnson: The U.S Dollar Wrecking Ball

Play Episode Listen Later Jun 17, 2022 27:35

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Brent Johnson of Santiago Capital for a discussion on the US dollar. Known for his popular dollar milkshake theory, Brent says the U.S dollar wrecking ball is wounding the global economy. Recession looms as markets continue their sell-off, financial conditions tighten, and emerging markets scramble to pay off dollar-denominated debt — capital is just starting to get sucked down the dollar black hole. Just how badly will this end for global balance sheets? You'll have to tune in to find out. -- Follow : https://twitter.com/SantiagoAuFund Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Total credit to non-bank borrowers by currency of denomination: U.S Dollar https://stats.bis.org/statx/srs/table/e2?m=USD&f=pdf ECB Is Discussing Crisis Strategy as Well as Pandemic Program Reinvestments: https://www.bloomberg.com/news/articles/2022-06-15/ecb-is-discussing-crisis-strategy-as-well-as-pepp-reinvestments#xj4y7vzkg -- Timestamps: (00:00) Introduction (00:41) The Dollar Milkshake (05:57) U.S Dollar Denominated Debt (14:00) Rising Dollar, Gold, Equities & Rates (18:50) The Dollar Black Hole -- Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Fed “Taking The Punch Bowl Away” Triggers Market Sell-Off | Jurrien Timmer

Play Episode Listen Later Jun 15, 2022 52:33

On today's episode of “On the Margin,” Director of Global Macro at Fidelity Jurrien Timmer joins the show. As markets were in turmoil on Monday after a surging 8.6% inflation print on Friday, Jurrien joined the show to discuss all the macro forces driving markets. With bond yields spiking, equity markets selling off, crypto getting crushed, credit showing signs of stress and investors fleeing for the exit bidding the U.S Dollar higher, it's clear the "Fed taking away the punch bowl" caught investors out as liquidity dried up and correlations went to one. Jurrien goes on to discuss projected earnings, inflation expectations, the breakdown of a 60/40 portfolio during financial repression and the commodity supercycle thesis. Will the Fed be able to thread the needle? Looking back at periods throughout history, Jurrien helps answer that question, but to hear that, you'll have to tune in! -- Follow Jurrien Timmer: https://twitter.com/TimmerFidelity Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: US Home-Price Appreciation Accelerates for Fourth Month: https://www.bloomberg.com/news/articles/2022-05-31/us-home-price-appreciation-accelerates-for-fourth-month#xj4y7vzkg The Four Stages of an Economic Slowdown: https://www.youtube.com/watch?v=LuB2RcrXFHE Grant Williams Reveals the End Game for Central Bank Money Printing: https://www.youtube.com/watch?v=hs4z8eU1qvI Sohn 2022 | John Collison in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=-7sWLIybWnQ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (01:06)・Market Turmoil (03:24)・Rising Cost Of Capital (10:37)・Are We Heading For An Earnings Recession? (16:12)・The Fed's Goal Is Demand Destruction (21:56)・Inflation Expectations, The Fed Put & Rising Real Estate (30:35)・Fireblocks Ad (31:54)・Historical Stocks/Bonds Correlation (41:11)・Unwinding Of The 60/40 During Financial Repression (45:51)・The Commodity Supercycle Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Inflation Has Put The Fed In Handcuffs | Peter Boockvar

Play Episode Listen Later May 11, 2022 44:44

On today's episode of “On the Margin,” Peter Boockvar, chief investment officer at Bleakley Advisory Group, joins the show to discuss the Fed's dilemma. With markets selling off in reaction to one of the fastest hiking cycles in recent history, Peter explains how current inflation rates have "put the Fed in handcuffs.” Peter shares his outlook for both the stock and bond markets, answering the questions: Where is the Fed put in this cycle? Will the Fed be forced to reverse course if problems arise in credit and repo markets? Or is inflation the number one enemy? To find out, you'll have to tune in! -- Follow Peter Boockvar: https://twitter.com/pboockvar Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/Blockworks_ If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Referenced In The Show: Bretton Woods III. https://static.bullionstar.com/blogs/... "Russia, China new pipeline, to settle in euros": https://tinyurl.com/bd3hr69d Saudi Arabia Considers Accepting Yuan: https://tinyurl.com/pb6keeh2 Ben S. Bernanke Article: https://tinyurl.com/2p968u9m -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- Timestamps: (00:00)・Introduction (00:43)・Peter's Macro Outlook (02:18)・The Bond Market Bubble (09:40)・Unintended Consequences of Government Intervention (15:57)・The Credit Cycle (18:01)・Lack of Credibility In The Fed (23:31)・Fireblocks Ad (24:49)・The U.S Dollar (29:40)・Zoltan Poszar: Bretton Woods III (32:41)・Is The World Shifting Away From The Dollar? (34:35)・The Role of Commodities Over The Next Decade (36:24)・Equity Market Outlook (40:56)・Will Powell Be Forced To Pivot? Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Is This The U.S Dollar End Game? | Brent Donnelly

The Prophecy Club - All Broadcasts

Play Episode Listen Later May 4, 2022 33:27

Blockworks is proud to present a new podcast with Alfonso Peccatiello, co-host of “The Macro Trading Floor.” Each week on “Boiler Room,” Alf interviews the top names in finance to help you maneuver markets. In the debut episode, Alfonso is joined by Brent Donnelly, president of Spectra Markets and author of “Alpha Trader” and the AM/FX newsletter. They discuss the recent weaponization of the US dollar and whether this trend will accelerate de-dollarization. Brent also shares some of his medium-term outlooks for FX markets and explains how to position trades around uncertain outcomes. But to hear about that, you'll have to tune in! Read Brent's piece "Death of the dollar" - https://www.macrodesiac.com/death-of-the-dollar/ -- Follow Brent: https://twitter.com/donnelly_brent Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Spectra Markets: https://www.spectramarkets.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (00:32) Weaponization of The U.S Dollar (07:29) Why Is The Dollar The Reserve Currency (13:50) FX Market Outlook (23:01) Positioning A Short vs Long Term Trade (28:11) Final Thoughts: Trading Tips

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Our World is Changing 04/08/2022 - Audio

Play Episode Listen Later Apr 8, 2022 34:28

Today we are taking a look at how our world will never be the same again. It has forever changed, and more changes are coming quickly. A New World Order is soon to come on the forefront and our old financial system is being replaced. He also take a look at Russia's gold backed Ruble and how it's getting stronger by the day, weakening the U.S Dollar even more. 0:00 Our World is Changing 00:59 New World Order 10:00 Plug gets pulled on Khazarian Mafia 12:44 Ruble soars to 83 vs the Dollar 13:09 Buses to drop of Migrants at Capitol in DC 13:54 Headlines Confirmed by Chris Reed 18:56 America in Pieces 27:00 EMP Shield

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In this episode of On The Margin Mike is joined by returning guest Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence. As a former advisor at the Federal Reserve Bank of Dallas, Danielle provides a unique insight into the Fed's policy decisions throughout 2022. Danielle shares her thoughts on the dilemma's the Fed faces going into 2022, how the Fed exacerbated wealth inequality in America, Modern Monetary Theory, Universal Basic Income, her outlook for the U.S Dollar & so much more. -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

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Bitcoin — The Ultimate Inflation Hedge? Lyn Alden and Jurrien Timmer Discuss