Stay ConnectedFed Watch is a weekly podcast with Bitcoin Magazine’s Podcast Editor CK and Historian/Economist Ansel Lindner of Bitcoinand Markets.com.
Ck and Ansel interview the best analysts, traders, and thinks in both Macro economics and Bitcoin as well as give the audience their takes of important news and press conferences in the macro space.
This is the perfect podcast to learn about and stay on top of Bitcoin, Macro Economics, and the world at large.
This week on Bitcoin Magazine's Fed Watch, Ck and Ansel sit down with a Bitcoin OG and listener of the show, Kenny Rowe to answer his basic questions about the Fed and Macro. Kenny is currently at Urbit and has been working on Bitcoin and Crypto projects for many years now. Kenny and Urbit are pioneers in the sovereign server movement.
Find Kenny at: https://twitter.com/kennyrowe
Find us: Bitcoin Magazine: https://twitter.com/BitcoinMagazine
Bitcoin Magazine YouTube: https://www.youtube.com/channel/UCtOV5M-T3GcsJAq8QKaf0lg
CK: https://twitter.com/ck_snarks
Ansel: https://twitter.com/AnselLindner
Bitcoin Dictionary: http://bitcoindictionary.cc
Steven’s Youtube: https://www.youtube.com/channel/UCRIQM-CUkxVazVPv980YZsw
Twitter: https://twitter.com/MetreSteven
In this interview, we are joined by macro commentator Steven Van Metre. He has become well-known for his clear articulation of a contrarian macro take which focuses around the coming recession, bonds, and the dollar.
Timestamps:
4:06 - 4:24 Talking about Bonds and their role in the global economy.
8:42 - 11:21 Steven explains what this mean for the dollar
16:09 - 17:39 How QE works
22:17 - 24:00 Stocks V Bonds
24:32 - 26:14 Where do you see the next 5-10 years?
29:55 - 31:04 Will Bitcoin do well in a down turn?
Find us: Bitcoin Magazine: https://twitter.com/BitcoinMagazine
Bitcoin Magazine YouTube: https://www.youtube.com/channel/UCtOV5M-T3GcsJAq8QKaf0lg
Christian: https://twitter.com/ck_snarks
Ansel: https://twitter.com/AnselLindner
Bitcoin Dictionary: http://bitcoindictionary.cc
In this interview, we are joined by bitcoin legend Stacy Herbert. We talk about her background in Hollywood and how she and Max found bitcoin. It is a wide ranging conversation about GIABO “Global Insurrection Against Banker Occupation” and the long term very accurate narrative that she and Max have crafted over the last 10 years. She is a memer and storyteller and that really comes through in this interview.
Max Keiser Youtube: https://www.youtube.com/user/MaxKeiserTV
Orange Pill podcast: https://www.buzzsprout.com/1263314 S
Stacy on Twitter: https://twitter.com/stacyherbert
Find us: Bitcoin Magazine: https://twitter.com/BitcoinMagazine
Bitcoin Magazine YouTube: https://www.youtube.com/channel/UCtOV5M-T3GcsJAq8QKaf0lg
Christian: https://twitter.com/ck_snarks
Ansel: https://twitter.com/AnselLindner
Bitcoin Dictionary: http://bitcoindictionary.cc/
This is Fed Watch, the Bitcoin Magazine podcast and show focused on bringing together the worlds of Macro Finance and Bitcoin. This week on Fed Watch hosts CK and Ansel Discuss Fed Chairman, Jerome Powell's speech at the Jackson Hole Federal Reserve Meeting. The hosts also discuss deflation in Europe and the ECB's inability to create inflation. We close the show out with Bitcoin Technical Analysis and Fundamentals.
Powell’s Speech PDF transcript: https://www.bis.org/review/r200827d.pdf
Hypothesis highlights: https://hyp.is/go?url=https%3A%2F%2Fwww.bis.org%2Freview%2Fr200827d.pdf&group=__world__
The speech meant to announce their new consensus statement and framework of how they interpret their mandate from Congress. It was the culmination of a 2 year internal audit and research. The speech is organized into parts, (a) Evolution of Fed tools/framework from inflation fighter to deflation fighter, (b) the four key economic developments motivated our review, (c) discussion of unemployment side of the mandate, and (d) discussion of the inflation side of their mandate.
Find us: Bitcoin Magazine: https://twitter.com/BitcoinMagazine Bitcoin Magazine YouTube: https://www.youtube.com/channel/UCtOV5M-T3GcsJAq8QKaf0lg
CK: https://twitter.com/ck_snarks
Ansel: https://twitter.com/AnselLindner
Bitcoin Dictionary: http://bitcoindictionary.cc/
Today, we have the privilege to sit down with Head of Global Research at Alhambra Investments Jeff Snider. We run through the basics of the eurodollar system, why people get it wrong when talking about the Fed, and where we are going from here. Of course, we finish up getting Jeff to talk about bitcoin, and what he says might surprise you! Alhambra Investments: https://alhambrapartners.com/commentaryanalysis/ Alhambra Youtube: https://www.youtube.com/channel/UCp8Xi-sPTL9VyZpHTPfLA-g Making Sense, Eurodollar University iTunes: https://podcasts.apple.com/us/podcast/making-sense/id1506469669 Before the interview, we have some time to talk about several other topics about the Fed and global money issues: Federal Reserve’s Cunha on the State (and Timeframe) of Digital Dollars https://www.pymnts.com/cryptocurrency/2020/federal-reserves-cunha-state-and-timeframe-digital-dollars/ IMF tweet on “Cryptocurrencies” https://twitter.com/IMFNews/status/1297640002604527621?s=20 Kristy-Leigh Minehan on a rumored big player coming to Bitcoin ASICs https://twitter.com/OhGodAGirl/status/1295942087582482432?s=20 Find us:
Bitcoin Magazine: https://twitter.com/BitcoinMagazine
Bitcoin Magazine YouTube: https://www.youtube.com/channel/UCtOV5M-T3GcsJAq8QKaf0lg
Christian: https://twitter.com/ck_snarks
Ansel: https://twitter.com/AnselLindner Bitcoin Dictionary: http://bitcoindictionary.cc/
This week CK and Ansel cover what’s new in the world of the Fed as well as riff on Bitcoin’s recent price action.
Topics:
FedNow payment network announcement
Covering recent speech from Brainard of the Fed
Bitcoin Metrics and price action.
Useful Links:
FedNow: https://www.federalreserve.gov/newsevents/pressreleases/other20200806a.htm
Brainard speech: https://www.federalreserve.gov/newsevents/speech/brainard20200813a.htm
Please rate and share the podcast!
You can find us @BitcoinMagazine on Twitter.
Ansel Lindner on Twitter @AnselLindner
Christian Keroles on Twitter @ck_SNARKs
Danielle DiMartino Booth
Bio CEO & Chief Strategist, Quill Intelligence https://quillintelligence.com/ The author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America Worked at the Fed, advisor to Dallas President Richard W. Fisher during the GFC
Other topics covered this week: FOMC statement from last week https://www.federalreserve.gov/newsevents/pressreleases/monetary20200729a.htm FOMC holds policies steady.
Places all blame on the virus. The virus has its own dual mandate here 1) distract from systemic weakness and failures 2) help manipulate sentiment, hopefully sentiment will recover as virus pressures abate ECB and Bundesbank view Germany’s Constitutional Court’s demands met http://archive.vn/S6vAN Euro spike discussed in context of a longer recession
This week, @ck_SNARKs and @AnselLindner have our first guest on to FED Watch, @edstromandrew. Andy is the head of institutional at Swan Bitcoin and he comes on to the show to debate Ansel on if we will experience Inflation or Deflation moving forwards. Ansel is arguing that deflation is in our future while Andy makes the case for inflation.
Please rate and share the podcast!
You can find us @BitcoinMagazine on Twitter.
Ansel Lindner on Twitter @AnselLindner
Christian Keroles on Twitter @ck_SNARKs
[Guest] Andy Edstrom @edstromandrew
Topics:
Review the FEDs Balance Sheet
Read Lorie Logan FED speech
EU passes Recovery Fund
Hash out Future Bitcoin scenarios
Useful Links:
Balance sheet YTD: https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm
Fed Currency swaps 1 yr: https://fred.stlouisfed.org/series/SWPT
Lorie Logan FED speech July 15th: https://www.newyorkfed.org/newsevents/speeches/2020/log200715
EU Recovery Fund: https://www.dw.com/en/unmasking-the-eus-massive-pandemic-recovery-fund-the-fine-print/a-54255523
Please rate and share the podcast!
You can find us @BitcoinMagazine on Twitter.
Ansel Lindner on Twitter @AnselLindner
Christian Keroles on Twitter @ck_SNARKs
Topics:
Please rate and share the podcast!
You can find us @BitcoinMagazine on Twitter.
Ansel Lindner on Twitter @AnselLindner
Christian Keroles on Twitter @ck_SNARKs
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