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Macro

Summing Up Markets and Gold vs Bitcoin - E179

This week sums up some of the macro events we’ve been seeing and analyzing how they fit into the recent bitcoin price movements. The end of the show is dedicated to my Gold vs Bitcoin debate for people new to this space that are discovering topics on money for the first time.

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How the 5Y5Y Forward and breakevens reveal transitory inflation and signal a looming recession through market inversions.

Macro Minute: Dr. Copper Crashing is Bad Signal for the Global Economy

Macro Minute: Dr. Copper Crashing is Bad Signal for the Global Economy

The Implications of China's Slowing Economy, Copper Stockpiles and Global Market Trends

A Response from Team Transitory

A Response from Team Transitory

Was inflation transitory or not? It seems so, but what were the reasons and excuses now offered by the other side. A response to a AIER post.