Debt Ceiling Deal Threat to Risk Assets? - FED 146
US debt ceiling avoids default, but will it dry up liquidity as the Treasury refills the TGA? China PMI disaster, German recession and more
Fed Watch
Public Thoughts on Bitcoin 2023, plus Macro Update - FED 145
Hosts: Ansel Lindner and Christian Keroles
Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. Each episode we use current events to question
CPI Forces Fed to Crush Banks, China reopening flops, Bitcoin Warming Up - FED 144
US CPI and PPI data, bank runs and PacWest, Chinese import/export numbers are not good.
Has the Fed Doomed the Economy? - FED 143
FOMC reaction, IMF on CBDCs, DAME tax for bitcoin mining, and more!
Dollar Demise or Shortage? - FED 142
US GDP, M2 money supply and dedollarization have to be taken together to make sense.
SEC has FAILED, CBDC news heats up! - FED 141
Bitcoin price charts, oil, dollar, US treasury rates. Gensler testimony in front of Congress. Lagarde speech for unity in a fragmenting world.
CPI and PPI Reveal Startling Facts! - FED 140
We discuss March CPI and PPI, as well as economic indicator pointing to a global economic slowdown.