Podcast Launch: Rough Consensus with @TXMCTrades (EP#1)
from Rough Consensus with Checkmate
G’day Folks, Today I have a real treat for you. With all the turmoil in markets this week, I wanted to jump on the phone with someone who has done serious proof-of-work understanding the wider macro landscape. This is the inaugural episode of Rough Consensus, which is a set of ad-hoc conversations I plan to have with analysts that I really respect. Few analysts fit the bill as well as TXMC, who is one of my very good friends, and a man who has developed an incredibly deep, data-driven, and long-term thesis on where the US economy is going. We dive into so many important topics including: * Interest rates and Fed policy * How debt, deficit, and debasement have trapped central banks * How this time is measurably different * Why classic cycle analysis likely breaks down * Our expectations for asset performance I really hope you enjoy this conversation as much as I did, and if so, please consider sharing the episode, as it helps more folks find our work. Be sure to give TXMC a follow if you haven’t already. Other ways to listen: Watch on YouTube. Listen on Spotify. Listen on Apple Podcasts. Disclaimer: This podcast is general in nature, and is for informational, and entertainment purposes only, and it shall not be relied upon for any investment or financial decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit newsletter.checkonchain.com/subscribe
Embed this episode
No transcript yet.