All Episodes
Inflection Point — 510 episodes · page 3 of 6
Huge Bitcoin ETF Inflows, Coinbase Earnings Beat | Weekly Roundup
Surviving The GBTC "Widowmaker" Trade That Blew Up In 2021 | David Choi
Bitcoin ETF Inflows Continue | Weekly Roundup
The Bullish 2024 Thesis With Travis Kling
Grayscale's Bitcoin ETF Outflows Begin To Slow, What Happens Next?
Joseph Wang & Jack Farley on “Hawkish” January Fed Meeting, Tapering Quantitative Tightening (QT), and “Boring” Treasury Quarterly Refunding Announcement (QRA)
Financial Conditions Remain Loose, Liquidity Has Surged | Mark Yusko
The Stock Market Is Pricing In A Soft Landing | Darius Dale
The Bitcoin ETFs Attract Billions, Grayscale Outflows Continue
Bitcoin's Role In The Debt End Game | Jonah Van Bourg
The Bitcoin ETFs Launch | Weekly Roundup
Bitcoin ETF Is Approved.. For Real This Time
The Bitcoin ETF Is Approved | James Seyffart & Matt Hougan
The Bitcoin ETF: Bitcoin's Bullish Catalyst
Jim Bianco's Big Predictions For 2024
Mark Yusko's Big Calls For 2024
Big Calls For 2024 & Beyond | Will Clemente & Felix Jauvin
How Will Stocks & Crypto Fare In 2024
Everything You Need To Know About The Bitcoin ETF | Eric Balchunas
2024 Fed Pivot Fueling The Everything Rally | Weekly Roundup
Bitcoin ETF: A Positive Catalyst For Crypto's Reflexivity | Tim Grant
Bitcoin, Stocks & Bonds Rally - Is It Sustainable? | Weekly Roundup
Bitcoin Breaks $40,000, What Next? | Quinn Thompson
Bitcoin Approaches $40,000 | Weekly Roundup
The "Debt Spiral" End Game | James Lavish
The U.S. Dollar Is Overvalued
Liquidity Is Rising, "Tug Of War" Between Stocks & Bonds | Julian Brigden
Rising Liquidity Is Supporting A Bull Market | Weekly Roundup
Fed's Stealth Liquidity Is Fueling A Stock Market Rally | Michael Howell
Bitcoin Bulls Are Back | Weekly Roundup
The Path To $100,000 Bitcoin | Adam Back
Huge Rally In Stocks & Bonds, What Comes Next? | Weekly Roundup
Andy Constan: Janet Yellen's Fueling A Massive Stock Market Rally
Michael Kao on November Fed Meeting, Treasury Refunding, & Bond Market Bear Steepening
Bursting Of The Sovereign Debt Bubble | Arthur Hayes
Bitcoin Breaks $35k, The Next Bull Market's Here | Weekly Roundup
Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability & the Boundaries Of Debt-Fueled Economic Growth
Bitcoin Bounces To $30k, The Bond Sell-Off Continues | Weekly Roundup
An "Ocean Of Liquidity" Is Reversing | Neal Berger
Inflation Has Peaked, Unless Oil Resurges | Weekly Roundup
Bond Market Sell-Off Will Drive Equities Lower | Andy Constan & Nick Givanovic
The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup
China's Old Economic Model Is Dying | Leland Miller
The Next Phase Of The Bond Bear Market | Weekly Roundup
Is Goldilocks Going To End Soon? | Darius Dale
The Market Doubts The Fed | Weekly Roundup
Brent Johnson: “Heaven Help The World If Dollar Continues To Skyrocket”
A Second Bout Of Inflation, Or Disinflation?
A Wave Of Treasury Issuance Will Cause Bond Yields To Surge | Andy Constan & Bob Elliott
Bankruptcies Are On The Rise | Weekly Roundup
The Interest Rate Shock Hasn't Been Felt Yet | Cameron Dawson
Grayscale's Victory vs The SEC | Weekly Roundup
A Bitcoin ETF Is Coming, It's Just A Matter Of When | Charles Edwards
The Zero Interest Rate Era Is Over, What Next? | Weekly Roundup
The U.S Dollar Wrecking Ball In A China Shop | Michael Kao & Nick Glinsman
Housing Market Downturn Isn't Over
The Fourth Turning: How Will It End? | Neil Howe
China Slides Into Deflation, What Happens Next? | Round Up
The Blockworks Origin Story
The Bond Market Wrecking Ball Shocks Markets | Round Up
Prepare For A "Reckoning" In The Soft Landing Narrative | Jesse Felder
The 2023 Bull Market Has Further To Run | Weekly Round Up
Balaji Srinivasan: Crypto Networks, Sovereignty & Decentralization with Akshay BD
Powell Raises Rates To A 22-Year High, Is This The End? | Jim Bianco
The Big Tech Bull Market, Not A Mania Yet | Round Up
The Recession Paradox | Alfonso Peccatiello
Recession Cancelled: Crypto Summer Is Here | Weekly Round-up
Central Banks Fight Inflation, China Battles Deflation | Nick Glinsman
BlackRock's Bitcoin ETF Is A "Big Deal", Here's Why | Round Up
The End Game For Central Banks Inflation Fight | Lyn Alden
Will The Fed Get Their Soft Landing? | Weekly Round Up
Veteran Money Manager On A.I's Disruptive Innovation | Jordi Visser
Return Of The Bull Market? | Weekly Round Up
The Fed Won't Come To The Rescue Anytime Soon | George Goncalves
Is Global Liquidity Beginning To Resurge? | Weekly Round Up
Did The Federal Reserve Just Back Down? | Joseph Wang
Gensler Cracks Down On Coinbase & Binance, What Next? | Weekly Round Up
Markets Are Signalling A Recession Is Imminent | Eric Basmajian
The Effects Of Fed Tightening Are Emerging | Weekly Round Up
Bitcoin's Solution To "The Inflation Paradox" | Jeff Booth
What's The Global Liquidity Picture Signaling | Weekly Round Up
U.S Dollar & Energy's Role In The "Debt Death Spiral" End Game | Luke Gromen
The Debt Ceiling Looms, What Next? | Weekly Round Up
A Recession Is Unavoidable | Mike McGlone
Have Rising Interest Rates Been Felt Yet? | Weekly Round Up
Meme Mania: Why You Should Pay Attention | 1000x
Where Are We In The Macro Cycle? | Bob Elliott & Cameron Dawson
The Collapse Of First Republic Bank, What Happens Next? | Weekly Round Up
The Bull Market In Hard Assets | Jan Van Eck
The Banking Panic Isn't Over Yet | Weekly Round Up
The Incoming Recession Is A 2023 Story | David Rosenberg
An Update On The "March Banking Panic" | Weekly Round Up
Progressing Through The Credit Tightening Cycle | Julian Brigden
The "Wave Of Global Liquidity" Driving Markets Higher | Weekly Round Up
The Fed Hikes Until Something Breaks, Something Broke | Jim Bianco
Markets Are Trapped In A "Liquidity Limbo" | Jurrien Timmer
A Liquidity Masterclass: Preparing For A Credit Cycle Downturn | Darius Dale
The Next Stage Of The Banking Crisis, Commercial Real Estate
Will Bank Turmoil Cause The Fed Pivot? | Weekly Round Up
Can The Fed Keep Raising Rates Amidst A Banking Crisis? | Michael Howell