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What is Macro Telling Us? | Weekly Roundup

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Manage episode 444862218 series 3300108
Indhold leveret af Blockworks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Blockworks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week we sat down at Permissionless to discuss the latest CPI and labor market data, the likely noise in the upcoming labor data, and the impact of coordinated central banking. We also delve into the election, its potential impact on crypto, and much more. Enjoy!

Follow Mike: https://x.com/MikeIppolito_

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Follow Blockworks: https://twitter.com/Blockworks_

Timestamps:

(00:00) Introduction

(01:26) Inflation & Labor Market Data

(06:03) Inflation Mechanics

(10:13) Labor Market Noise

(14:13) Coordinated Central Banking

(19:26) Bifurcated Economy

(23:45) Is Macro Bullish or Bearish?

(30:11) Crypto & the Election

(36:18) Bitcoin Outlook & Final Thoughts

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.

  continue reading

427 episoder

Artwork
iconDel
 
Manage episode 444862218 series 3300108
Indhold leveret af Blockworks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Blockworks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week we sat down at Permissionless to discuss the latest CPI and labor market data, the likely noise in the upcoming labor data, and the impact of coordinated central banking. We also delve into the election, its potential impact on crypto, and much more. Enjoy!

Follow Mike: https://x.com/MikeIppolito_

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Forward Guidance: https://twitter.com/ForwardGuidance

Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance

Follow Blockworks: https://twitter.com/Blockworks_

Timestamps:

(00:00) Introduction

(01:26) Inflation & Labor Market Data

(06:03) Inflation Mechanics

(10:13) Labor Market Noise

(14:13) Coordinated Central Banking

(19:26) Bifurcated Economy

(23:45) Is Macro Bullish or Bearish?

(30:11) Crypto & the Election

(36:18) Bitcoin Outlook & Final Thoughts

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.

  continue reading

427 episoder

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