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.
In this episode, CK and I got the privilege to sit down with Andreas Steno, editor at Real Vision, co-host of the Macro Trading Floor podcast, and author of Steno Signals substack. Our discussion centers around the energy situation in Europe, but we start with talking about the Federal Reserve’s FOMC rate hike. Andreas has extensive knowledge of Bitcoin and his podcast Macro Trading Floor is hosted through Blockworks, which means we also got to pick his brain about his thoughts on the Bitcoin market.
Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
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Hosts: Ansel Lindner and Christian Keroles
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Special guest: Andreas Steno
Hosts: Ansel Lindner and Christian Keroles
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Fed Watch is a macro podcast, true to bitcoin’s rebel nature. In each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.
In this episode, CK and I get down and dirty in the August CPI data, some shocking Chinese economic data, and we talk about bitcoin and Ethereum prices.
Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.
In this episode, CK and I examine the current state of the Bitcoin market, the state of panic in Europe including some myths about the EU/Russia conflict, and finally read through an article about how China is really a Marxist country and proud of that fact.
Join my telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!
https://b.tc/conference/2023
Use promocode: BMLIVE for 10% off everything in our store!
https://store.bitcoinmagazine.com/
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Watch this Episode: YouTube / Rumble
Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.
In this episode, CK and I break down some charts, including bitcoin, the dollar, European energy, and US gasoline futures. Next, I read through a couple articles and address the complicated financial situation in China. Lastly, we examine what the big deal is with Zoltan Pozsar’s latest dispatch about “Chussia”.
Join my telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Watch this Episode: YouTube / Rumble
Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.
In this episode, CK and I revisit the Pakistan problems, check out the bitcoin chart and currencies, discuss what’s coming up for the Federal Reserve, and then dive into the European Central Bank’s most recent report on CBDCs.
Don’t forget to check out the Fed Watch Clips channel on YouTube. Liking and sharing YT and Rumble videos is the best way for us to reach new people. Thank you!
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Watch this Episode: YouTube / Rumble
Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.
In this episode, CK and I dive into the surprise rate cuts by the People’s Bank of China (PBOC) and read through some of Jamie Dimon’s recent leaked comments about the global economy and geopolitics.
Audio listeners can follow along with the slides here.
Don’t forget to check out the Fed Watch Clips channel on YouTube. Liking and sharing YT and Rumble videos is the best way for us to reach new people. Thank you!
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.
In this episode of Fed Watch, CK and I go through several charts, giving market updates on bitcoin, the dollar (DXY), and the Hong Kong dollar. Next, we examine the deteriorating situation in Pakistan, and ask the question, is it the next Sri Lanka. Lastly, we discuss the Taiwan - China situation and I read several important snippets, one from Chinese foriegn minister Wang Yi and the other from think tank expert Wang Wen.
Audio listeners can follow along with the slides here.
Don’t forget to check out the Fed Watch Clips channel on YouTube. Liking and sharing YT videos is the best way for us to reach new people. Thank you!
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Fed Watch is a macro podcast, true to bitcoin’s rebellious nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.
In this episode of Fed Watch, CK and I go through several charts, using them to springboard into different topics. We cover the bitcoin chart, the dollar, the Hong Kong dollar, US Treasury yields, and energy charts like oil, gasoline and natural gas.
Audio listeners can follow along with the slides here.
All images are sourced to bitcoinandmarkets.com.
Don’t forget to check out the Fed Watch Clips channel on YouTube. Liking and sharing YT videos is the best way for us to reach new people. Thank you!
Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!
https://b.tc/conference/2023
Use promocode: BMLIVE for 10% off everything in our store!
https://store.bitcoinmagazine.com/
Hosts: Ansel Lindner and Christian Keroles
Guests: Q_liketheletter and Chris Alaimo
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Fed Watch is a macro podcast with a true rebellious bitcoin nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.
In this episode, I’m joined by Q and Chris of the live stream crew to talk about the recession vs not-a-recession vs depression debate. I also dive into understanding the temporary effects of fiscal spending by governments and the brick wall facing the global economy, demonstrated through yield curves. We finish up with a Q & Ansel (Q&A) with questions from the guys and my community.
Don’t forget to check out the Fed Watch Clips channel on YouTube. Liking and sharing YT videos is the best way for us to reach new people. Thank you!
You can find the slide deck for this episode here.
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Fed Watch is a macro podcast with a true rebellious bitcoin nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.
In this episode, CK and I catch up on the week, go through an update on the evolving Chinese financial crisis, talk about why “fiat” money today should rightly be called credit-based money and the side effects of that fact, and lastly, we dive into the bitcoin chart and so forth.
You can access this episode’s slide deck of charts here or below, depending on the medium where you are viewing these show notes.
Please check out the Fed Watch Clips channel on YouTube, subscribe and share.
First up, is the situation in the Chinese economy. They are facing some major issues in their real estate market, economy and banking system. Currently, 28 of the top 100 real estate developers have defaulted on or restructured their debts. There is a growing “mortgage boycott”, where purchasers of unbuilt housing units in projects that are now delayed due to the pandemic, developer financial situation, and zero Covid policy, have refused to pay their mortgages. It started with 20 projects and has since grown to 230 projects.
The boycott accounts for roughly 100,000 households refusing to pay their mortgages. This amounts to 0.1-0.5% of all outstanding mortgages and 1% of outstanding mortgage value.
The rhetoric around this mortgage crisis is eerily similar to that in the US in 2007. Excuses like it is a small number of mortgages, effects are contained, and others are being used.
As a result of the developer and mortgage problems, small and medium-sized banks are running
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