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.
The story of Evergrande, its larger implications, and the Chinese recession, is a fascinating one, happening in right front of our eyes. In this episode of FEDWATCH, we get to have a closer look at the details surrounding it and reflect on some of the arguments made in Episode 60. To kick things off we get to have a look at the lay of the land, depicting the kind of financial trouble that Evergrande finds itself. They are currently trying to liquidate their assets, including land, apartment units, commercial real estate, and more. The results of this are price decreases for the market and the spread of these effects is quite alarming and pervasive, with real estate being the main form of investment for the Chinese public. To complete this picture, we also discuss the steps the Chinese government is taking, and how these limitations are affecting the culture and the lifestyle of its citizens. We also explore the larger, global implications of this recession for the rest world, and discuss inflation and misallocation. So for all this and more, on an extremely important topic, be sure to listen in with us today!
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The Deep Dive by Bitcoin Magazine is the most comprehensive, up-to-date newsletter out there. Dylan LeClair is leading this formidable project, and in today’s episode, he joins CK and Ansel Linder to talk about some of the findings from August. Of course, we cannot talk about Bitcoin without touching on the history that is currently being made in El Salvador. We dive into some of the charts that have been included in the report, like hodler net position change chart, the hash rate ribbon chart, and the energy value chart. You may think that a report about Bitcoin only includes insights about Bitcoin, but this is far from true. There are some incredible macro findings, and we talk about issues like debt, inflation, deflation, and even the worldwide semiconductor shortage. We realize how interconnected everything is, which is why talking about it all makes so much sense. Tune in to hear this and so much more!
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Bitcoin Magazine is back in print!
Get Bitcoin Magazine shipped directly to your front door!
Get 21% off with promo code: MAG21
https://store.bitcoinmagazine.com/discount/MAG21?redirect=%2Fproducts%2Fbitcoin-magazine-annual-subscription
"The Deep Dive" delivers the latest Bitcoin on-chain market intelligence directly to your inbox!
Get 1 Month free with promo code: PODCAST
https://deepdivebtc.substack.com/01e06e79
Bitcoin 2022 will be the biggest Bitcoin conference ever! Miami, FL from April 6–9, 2022
Get 15% off tickets with promo code: MAG21
https://b.tc/conference/
Hosts: Christian Keroles and Ansel Lindner
In this episode of Bitcoin Magazine’s “Fed Watch” podcast, we respond to Chairman Powell’s comments at Jackson Hole on 27 August. We listen to several important sound bites and discuss it along the way. Powell was expected to announce a Fed taper, where they begin to shrink their monthly purchase of securities in QE.
We have often said that Powell is somewhat of a straight shooter relative to other central banks of the past and present. We also are hesitant to ever agree with a Federal Reserve Chairman, but in this case, we find many points to agree on.
Bitcoin is beginning to naturally fit into every discussion on central banks and the international financial system. We touch on bitcoin throughout this episode.
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Bitcoin Magazine is back in print!
Get Bitcoin Magazine shipped directly to your front door!
Get 21% off with promo code: MAG21
https://store.bitcoinmagazine.com/discount/MAG21?redirect=%2Fproducts%2Fbitcoin-magazine-annual-subscription
"The Deep Dive" delivers the latest Bitcoin on-chain market intelligence directly to your inbox!
Get 1 Month free with promo code: PODCAST
https://deepdivebtc.substack.com/01e06e79
Bitcoin 2022 will be the biggest Bitcoin conference ever! Miami, FL from April 6–9, 2022
Get 15% off tickets with promo code: MAG21
https://b.tc/conference/
In this special episode of Bitcoin Magazine’s “Fed Watch” podcast, we are joined by Greg Foss and Aaron Segal, two notable individuals operating in the Bitcoin space. Viewing Bitcoin from a national and global perspective, this conversation focuses on the interplay between centralization and decentralization. Aaron’s latest essay on the topic breaks down the core facets of this hierarchical authority, and in this discussion he highlights the five axioms of centralization vs. decentralization. Expanding on how decentralization is a stabilizing force, and why centralization doesn’t always correlate with fascism or totalitarianism, Aaron shines a light on how Bitcoin can play a role in fluctuating economic environments. Touching on China’s economic shift and what the U.S. can learn from it, the conversation ramps up on Aaron’s fifth axiom: Bitcoin as a decentralizing force. Should we fight the federal reserve? Is the unpredictable nature of the Chinese government deterring passive investors? Join our panel-style discussion as we debate these economic changes and the future of decentralization.
In this episode of Bitcoin Magazine’s “Fed Watch” podcast, hosts Christian Keroles and Ansel Lindner have a conversation about current Federal Reserve policy, headlines in the financial press, and rumors. Then we touch on PBoC and Evergrande problems in China. Lastly, the fun starts and we talk about the Infrastructure Bill and some hot takes about what to take away from it. It’s one of our longest episodes and a must listen for contrarian bitcoiner opinions.
In this episode of Bitcoin Magazine’s Fed Watch podcast, hosts Christian Keroles and Ansel Lindner review Ansel’s latest article What Caused the Mid-Cycle Bitcoin Price Correction and then do a tour of recent central bank news from around the world. We also hit on the future of China, North America, and the 4th Turning.
The situation developing in China is highly concerning. First they ban mining, then they ban US IPOs, they have been cracking down on technology companies effectively nationalizing them, and the latest news is the crackdown on video games as “spiritual opium”. If you place this in the context of the recession, the aggressive dealing with Hong Kong and the Uyghurs, and deglobalization, it might be the beginning of the end for the CCP. It’s important to remember the speed with which the Soviet Union collapsed. One year academic experts were still claiming the Soviets were about to take over the world, the next they fall apart. The same could happen to the CCP.
We often fall into a geopolitical discussion, and this episode is no different in that regard. We wrap up the show by talking about what the future holds for the US, China, and the global economy.
Once again, a very entertaining show. You get a dose of central bank news in a broad global context, which today must include a heavy concern for bitcoin.
Written by Ansel Lindner
Economist, author and bitcoin specialist. Find more from Ansel at the Bitcoin & Markets podcast (bitcoinandmarkets.com), the BitcoinDictionary.cc, and macro blog Bitcoin & Markets Research (BTCM.co).
In this episode of Bitcoin Magazine’s “Fed Watch” podcast, we, your hosts Christian Keroles and Ansel Lindner, discuss my recent article How Bitcoin Will Impact El Salvador’s Geopolitics. You will hear a bullish, yet realistic, perspective on El Salvador, and learn how bitcoin can affect countries as they adopt it as a legal tender.
We begin the show by talking about why this topic is important. El Salvador is blazing a trail by adding bitcoin as a legal tender and there is a lot of build up for bitcoin to perform. People are excited that bitcoin will show the world all the benefits it can bring to nations ready to take the giant leap into the future.
The article is broken into several sections and we take our time stepping through each one. First is history and politics. El Salvador’s history is a multicultural one. It was the meeting place for Mayan, Aztec and other Central American cultures. The region was traditionally relatively decentralized into micro regions and never consolidated into a vibrant seat of power. In more modern times, its people have found difficulty consolidating legitimate power in a government, with civil wars and rampant violent gang divisions. The recent successes in this area by Nayib Bukele are promising, but do not provide evidence that their historical proclivities are gone forever.
In this episode of Bitcoin Magazine’s “Fed Watch” podcast, we, your hosts Christian Keroles and Ansel Lindner catch listeners up on the global macroeconomic situation, discuss some financial current events, Fed taper, and of course dive into the current state of Bitcoin.
The first topic is a trip around the world starting in China. The CCP surprised the market recently with a Reserve Requirement Ratio (RRR) cut. From Reuters, “Late on Friday, the People’s Bank of China (PBOC) said it will cut the amount of cash that banks must hold as reserves, releasing around 1 trillion yuan ($154.19 billion) in long-term liquidity to underpin a post-COVID economic recovery that is starting to lose momentum.” This is being seen by many as a warning sign of a slowing Chinese recovery.
Next, we cover Germany’s slowdown in Purchasing Managers Index (PMI) and factory orders. While the headline numbers look just okay, factory orders from outside the Euro area fell by 9.3% according to Germany’s Federal Statistics office destatis! Germany is a bellwether for the global economy and that print doesn’t sound like global recovery.
Last on our world tour, we discuss Japan’s Japanese Government Bonds (JGB) yields. Earlier in the year, Japanese yields were taking off signaling growth and health of the economy, but since February have done an about-face and are again approaching zero. So both important economies, Germany and Japan, are flashing red slowdown. Jeff Snider from Alhambra Partners had a great write up on both Germany and Japan.
The Fed Watch: Bitcoin and Macro has a podcast feed separate from Bitcoin Magazine. In your podcast app search for “Fed Watch Bitcoin and Macro”.
In this episode of Bitcoin Magazine’s “Fed Watch” podcast, we, your hosts Christian Keroles and Ansel Lindner, had the privilege of sitting down with Aaron Segal of Bitcoin Magazine and Jeff Booth, author of “The Price Of Tomorrow,” to discuss some of the pitfalls of the current dominant narratives in bitcoin and sound money.
Segal is somewhat new to the bitcoin space but has already made a splash with two great essays for Bitcoin Magazine. The first is “Bitcoin Information Theory: B.I.T.,” and the second and the main subject of this podcast is called “Thinking Too Small And The Pitfalls Of The Inflation Narrative.” In both of these essays, Segal gives a fresh take on the bitcoin space from an insightful, new entrant perspective.
In this episode, we tried to flesh out the deflationist perspective, or at least why the inflationist perspective is not a given. Segal and Booth began by saying it is important to peel back the onion and not rest on surface-level monetary memes, like “money printer go brrr.” Segal does not want to get caught up on labels, instead concentrating on the underlying mechanisms of technological deflation meeting monetary inflation.
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Written by Ansel Lindner
Economist, author and bitcoin specialist. Find more from Ansel at the Bitcoin & Markets podcast (bitcoinandmarkets.com), the BitcoinDictionary.cc, and macro blog Bitcoin & Markets Research (BTCM.co).
Do not forget to subscribe to the separate Fed Watch: Bitcoin and Macro podcast feed. In your podcast app search for “Fed Watch Bitcoin and Macro”.
In this episode of Bitcoin Magazine’s “Fed Watch” podcast, we, your hosts Christian Keroles and Ansel Lindner, are back from a well deserved break. We start out the show by reminiscing about the Bitcoin 2021 conference from a couple of weeks ago. It was the first time we met in person. Perhaps next time, we will record a podcast together live from the conference.
We also talk about current price action for bitcoin and the incredible last couple of weeks for bitcoin that is not yet represented in price. Of course, El Salvador and Taproot are very bullish for bitcoin, but we also give a bullish spin to the crackdown on mining in China.
Our main topic for this episode is debriefing the reverse repo situation and the latest FOMC meeting. In the statement from last week by Chairman Powell, the Fed left their headline monetary policy stable. However, there were several changes, one minor and two major. The minor change was the dot plots. Each meeting of the Fed’s FOMC, members place dots on a chart where they expect the Fed Funds rate to be in the future. From that dot plot market participants form their expectations about future Federal Reserve policy and also draw conclusions about current market conditions.
The Fed is trapped. It will be fascinating to see what is next. Stay tuned to Fed Watch: Bitcoin and Macro and we will keep you up-to-date on all the developments.
Make sure to subscribe to the Fed Watch podcast feed wherever you listen to podcasts.
Thanks for listening. Make sure to visit our Sponsor b.tc/conference and find our new RSS feed!
Written by Ansel Lindner
Economist, author and bitcoin specialist. Find more from Ansel at the Bitcoin & Markets podcast (bitcoinandmarkets.com), the BitcoinDictionary.cc, and macro blog Bitcoin & Markets Research (
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