All Episodes
Less Noise, More Signal — 136 episodes
How a Macro Trader Actually Reads Markets
Bitcoin Is Down While Liquidity Is Up. Here’s Why
Bitcoin May Be the Only Asset Pricing the Risk
The Biggest Headwind for Bitcoin Is Not Strategy
Bitcoin Is Not Just Digital Gold Anymore
The Strategy Bitcoin Sale Everyone Misread
Why Strategy Selling Bitcoin May Actually Be Bullish
Why there are no Real Buyers Left in the Bond Market
The Formula One Rule for Building Wealth
The Hidden Fragility Inside Every Portfolio
How to Know A Rally Is Actually Spot Driven
Why the Altcoin Game Has Changed Forever
Why Altcoins Are Bleeding While Stocks Rip Higher
When Do Bitcoin Bears Lose? James Check Explains
The Central Bank Put Is Dying, Here’s What Breaks Next
Major Podcast Update
James Check: The Bitcoin Bear Case Dies Above This Level
Why Bitcoin Could Bottom During the World Cup
Bitcoin’s Next Move Depends on One Thing Nobody Tracks
The AI buildout will be stopped the hard way
The West Got Rich, But Forgot How to Defend Itself
Bitcoin, Debt Cycles, and the Fourth Turning
Bitcoin’s Next Move Could Shock Everyone
The Fed’s Hidden Gift to Stocks and Gold
Most Portfolios Are Not Built for This World
Inflation Won't Go Back to 2%. Here's What Happens Next
The Fed, War, Oil, Bitcoin: What Actually Matters Now
How Pros Read Bitcoin Order Books Before Breakouts
The Hidden Market Structure Behind Bitcoin
The Real Edge Is Not Predicting the War
Markets Are Still Pricing “No Problem”
The Hidden Market Plumbing Problem Nobody Is Talking About
Ben Kizemchuk: This Looks Like the First Real Bear Market Rally
Bitcoin’s Next Big Unlock? Lightning, Yield, and AI Agents
Lightning Is NOT Dead. Everyone’s Just Looking at the Wrong Metrics
The Macro Model You are Using is Probably Broken
The Market Warned Us Months Ago, Everyone Missed It
The End of the One-World System Has Started | Michael Every
How Smart Investors Are Playing this Bitcoin Bear Market
This textbook indicator will tell you when Bitcoin has bottomed
Institutional Investor: Here’s Where I Was Wrong About Bitcoin
The Real Plan Behind Trump, Iran, and Oil (with Mel Mattison)
Do we need Bitcoin in the coming age of super abundance?
This Is How Low Bitcoin Could Fall (Not What You Think)
You’ve Been Lied To About the Bitcoin Standard
AI Agents Sound Smart. Are They Actually Useful?
Where will the marginal liquidity come from in 2026? (w/ Michael Howell & Capital Flows)
Why your money gets debased hard in 2026 (w/ Vincent Deluard)
The Fed will have to raise rates soon (w/ Danny Dayan)
Macro is very constructive moving into 2026 (w/ Ram Ahluwalia)
Major macro-tail risk for 2026?
This company will own more Bitcoin than Strategy
Bitcoin's True Potential: Why It's Not Money Yet!
Brent Johnson on what everyone is missing about stablecoins
Here’s what proper execution looks like as a crypto trader
Charles Edwards: Bitcoin's Headwinds and the Quantum Threat
Jordi Visser on how Artificial Intelligence is the new QE
Murad Mahmudov on AI, Inequality, and the Future of Crypto
The Truth About Bitcoin, Gold & Liquidity (w/ Michael Nadeau)
What everyone gets wrong about the current repo market
Infranomics: Why the U.S. Dollar Is Losing Its Power
Jamie Coutts: Global liquidity has been slower than expected - Is it changing now?
Ben Kizemchuk: Bank reserves are now scarce. Expect high volatility
How to benefit from digital credit powered by Bitcoin!
Trader legend Willy Woo: A 80% Bitcoin drawdown again is possible
How your house can help you get ONE Bitcoin
Market analyst Caleb Franzen: A key risk going forwards is interest rate volatility
Macro economist Henrik Zeberg: The largest bubble ever is about to pop
Trader legend Benjamin Cowen: All cycles ended after THIS happened
Glassnode co-founder: The real bitcoin top was in July
Market structure expert Tyler Neville: Welcome to Weimar America
Macro thinker Mel Mattison: The next big driver of this bubble is unlocking financing in US housing
Head Strategist at Tether Gabor Gurbacs: We are rebuilding the entire capital market stack
Climate tech investor Daniel Batten: Bitcoin is absolutely critical to the green energy transition
Mexican billionaire Ricardo Salinas: Bitcoin is like your house - just see its value go up!
Michael Howell on GENIUS Act: Stablecoin adoption could mean slower credit growth
James Check: Here’s what’s weird about this Bitcoin all-time high
Portfolio Manager Ben Kizemchuk: Stop using 20th century investment models in a 21st century market
Macro expert: Banks are likely to buy more risk assets soon!
Will Clemente: The U.S. is now in full ponzi mode
Lyn Alden: At THIS Point, Bitcoin Will Threaten Government Deficit Spending
Macro brain Jordi Visser: Many established assumptions in macro are being challenged as we speak
Eric Weiss on how he orange-pilled Michael Saylor
Worldclass CIO from Blockstream: Bitcoin is the magic ingredient to any portfolio
Bloomberg Senior Analyst Eric Balchunas: Bitcoin Spot ETF could have prevented the FTX collapse
Market Strategist: The dawn of junk equities is now
Luke Gromen: US capital controls are inevitable! Here’s what you need to know
Head of Alpha Jeff Park: Bitcoin is perfectly made for financial engineering
Fund Researcher: No matter what valuation approach you choose, ether remains overvalued
Financial plumbing expert Mel Mattison: Why Trump‘s economic agenda mirros MMT
Global Strategist Michael Every: Our Liberal World Order is breaking down. Here’s what’s to come
Tether CEO Paolo Ardoino: Banks will blow up in the next years
Prince Filip of Serbia: It is only a matter of time until Djokovic is orange-pilled
Investment activist Matt Cole: Bitcoin and AI will shape tomorrow’s S&P 500 winners
Travis Kling: Crypto puts human nature and morality on display like nothing else
Benjamin Cowen: This is why Bitcoin needs to hit new highs by August
Macro investor: US bond markets are a signaling a crisis in confidence
Turkish Citizen: Movie tickets are now 200 Lira, once just 5
Upcoming macro analyst: Global M2 money supply is not a measure for global liquidity!
Tech Journalist: The era of Bitcoin-native capital markets has begun
Chief Crypto Analyst: It’s time to retire the term QE! This is what the Fed is going to do instead
Tokenization expert: "This is why we have to be excited about blockchain, whether you're a maxi or not"
Jim Bianco: "The days of stocks just going up 20 % a year is over"
Monetary Economist: “"Here's how Trump’s policies are rewiring the global financial system"
CEO of Truflation: “Here’s how you know where inflation goes before everyone else”
Systematic macro researcher: “All an investor needs to think about is growth, inflation and liquidity!”
Economics Professor: “Bitcoin's fixed supply is both a benefit and a harm in some ways”
On-Chain Trader James Check: “Here’s where the bear market price floor should be at for BTC”
Mathematician and Serial Entrepreneur: “You need to get double digit exposure to Bitcoin”
Sound money advocate: “Bitcoin plays a big part in my retirement plan”
Blockchain programmer and CTO: “Bitcoin has way better ‘smart contracts’ than Ethereum”
Finance Professor: “I have a vision on how to end the Fed”
Investment Professional Tom Dunleavy: "This is why Trumpcoin is net positive for this space"
Head of Research: “Bitcoin has been objectively winning for 16 years”
Senior Analyst: "Bitcoin-linked stock market is growing rapidly"
This is why Bitcoin will do well in 2025
Will Meta Be the Next Tech Giant to Adopt Bitcoin as a Treasury Asset?
Silicon Valley Insider: "the average retail banker is going away, because..."
Top crypto trader: “I don't think that the top is in, but…”
Startup CEO: “This is how you 10x your own Bitcoin security”
Financial Liquidity Expert: “We are not risk off yet, but there are major headwinds for 2025”
Bitcoin maxi turned memecoin influencer: "memecoins will survive into hyperbitcoinization"
“The Structured Finance Expert: “Credit investors have a fiat problem, and Bitcoin is the solution.”
“Ex Wall Street Banker: “look at how Orwellian today’s banking system has become.”
The Fintech Founder: “Inevitably, you will be better off borrowing against your Bitcoin than your house
US National Security Expert: “A US government established strategic Bitcoin reserve is more likely than not.”
The Traditional ETF Expert: “We are entering the golden age for crypto.”
The Convertible Bond Trader: "Microstrategy is making every TradFi pro pay attention to Bitcoin.”
The Tech-Savvy Bitcoin Cypherpunk: “I do not agree that Bitcoin has reached its full potential.”
The Venture Capitalist Nic Carter: “There’s no sector where retail gets to win forever.”
Top-Tier Investment Strategist Lyn Alden: "I don't see a liquidity party for 2025"
The Based Lawyer: “This is the worst case scenario that could happen to Coinbase”
The Macro Investor: "no one ever wins from war - except my portfolio“
The Bitcoin Contrarian: "Central Banks Are Not the Ultimate Evil"
The On-Chain Analyst James Check: "Trying to predict the price? You’re Doing It All Wrong!"
The Institutional Investor: "I Remain Bullish on Bitcoin Despite an Upcoming Recession"