Episode Details
| Title | What is Macro Telling Us? | Weekly Roundup |
|---|---|
| Date | 10/12/2024 |
| Podcast | Forward Guidance ā |
Key Insights
Bullish:
- š¢ $BTC - Bullish on Bitcoin due to a shift in the macro environment, particularly the Fed's policy changes that are seen as supportive for risk assets and inflation hedges.
- āI think from September 17th, FOMC 50 basis points and on, it is a markedly different macro environment where the Fed has, you know, backed in Jackson Hole and then kind of backstopped the labor market despite inflation being sticky.ā - Quinn (26:00)
- āSo, that changes, like, what you want to own because if they are cutting into this inflationary regime, whether it's reaccelerating, whether it's just sticky, etcetera, they're backstopping the economy, so, you're going to need to be invested in things that protect your real purchasing power, which is going to be risk assets.ā - Quinn (26:03)
- š¢ $RISKYASSETS - š
- š¢ $CRYPTOEQUITIES - š
- š¢ $LAYERONE - š
Bearish:
- š» $BONDS - š