Episode 12: What Could Tariffs Do To Global Liquidity? With Christopher Tipper

Maggie Lake sits down with Chris Tipper, Chief Economist and Strategist at Ainslie Wealth, for a chart-packed tour through the liquidity, macro, and Bitcoin cycles. With markets acting spooked today by Donald Trump's tariff announcement Friday, it's a good time to assess where we are in these all-important cycles, how tariffs may impact them, and how investors can use them to help allocate their capital. Chris' Chart Deck: https://drive.google.com/file/d/1q6jN... Connect with me on Substack: https://maggielake.substack.com Connect with me on Twitter: https://x.com/maggielake 00:00 - Introduction: Tariffs, Liquidity, and Market Volatility 00:30 - Chris Tipper's Background in Gold, Crypto, and Hard Assets 02:45 - Are Investors Underestimating Tariff Risks? 05:15 - Global Liquidity Trends: What Comes Next? 08:03 - Rising Liquidity and the Impact on Risk Assets 10:00 - Recession Risks: Why the US May Avoid a Downturn 13:13 - The Crypto Cycle: Where Are We Now? 17:30 - Is Bitcoin Still A Risk Asset? 22:20 - Inflation: 3% is the New 2% What Happens With Bonds? 26:00 - China’s Role in Global Liquidity and Gold Markets 30:10 - Tariff Uncertainty and Market Reactions 33:00 - The Future of Bitcoin 35:25 - Tariffs: Hate Them as an Economist Love Them as a Trader *We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.