Episode notes
IN THIS EPISODE, YOU’LL LEARN:
- 01:15 - Thoughts on the dollar remaining a global reserve currency.
- 06:40 - How much the fixed income market and inflation is going to influence the broader market conditions.
- 11:55 - Will negative interest rate spreads really matter that much?
- 20:18 - The impact of Ukraine and Russia on supply chains.
- 41:48 - Yield Curve Control and what it will take to get there.
- 45:10 - How much could Bitcoin dip if we have a substantial macro sell-off?
- 1:05:16 - Risk of not being in Bitcoin.
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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