WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comStocks have sold off sharply since hitting all time highs just 3 weeks ago.Bond prices are falling, too.What's going on here?Is this just a needed pullback to remove excessive froth before the market re…

Lyn Alden is a macroeconomist, Preston Pysh is a founder of The Investor Podcast Network, Allen Farrington is the author of Bitcoin Is Venice & Max Hillebrand is an economist & entrepreneur. In this interview, they discuss Bitcoin vs fiat, inflation and why Bitcoin is the best money. – Show notes: https://www.whatbitcoindid.com/podcast/the-economic…

On the famous fear/greed index, after spending most of the past year and half in "greed", we've suddenly switched to "fear" over a very short time frame. The S&P has broken below both its 20 and 50 Daily Moving Averages. Inflation printed hotter than expected, making Wall Street start to doubt the Federal Reserve's ability to deliver expected rate …

Well, the relentless bull rally that began in November is over. Stocks fell hard this week, with the S&P breaking below 5000 on Friday. It's now down nearly 300 points from its all-time hit, which it hit just 3 weeks ago. How low is this pullback likely to go? Portfolio manager Lance Roberts and I discuss just that in this week's Market Recap, as w…

In this episode, we have a panel from the recent CheatCode conference. This panel was titled A CheatCode for Payments, and was hosted by Natalie Brunell, with Calle (Cashu), Obi Nwosu (Fedi) & Ben Arc (LNBits). They discussed the past & present of Ecash, the power of lightning and the future of payments. – Show notes: https://www.whatbitcoindid.com…

In this interview, American HODL, Preston Pysh, Harry Sudock and Jeff Booth join us from the recent CheatCode conference. We discuss why bitcoin matters, the paradigm shift in money and the transition to a new system. – Show notes: https://www.whatbitcoindid.com/podcast/a-paradigm-shift-in-money This episode’s sponsors: IREN - Bitcoin Mining. Done …

The headline economic data gives a comforting sense the economy is strong. The media headlines tell us the consumer is "resilient" But if you ask most Americans, they'll tell you they're struggling. Last year, a Forbes Advisor survey revealed that nearly 70% of respondents either identified as living paycheck to paycheck (40%) or—even more concerni…

This is a live Special Report with geopolitical expert Ryan Bohl, MidEast analyst for the RANE Network. Given the serious nature of and confusion around the escalation of hostilities between Iran & Israel, I've brought Ryan on the program to ask him:- The drivers of tension between Iran and Israel- What led to this weekend's attack?- What do you ex…

Oscar Merry is the Founder of Fountain podcasts. In this interview, we discuss how the subscription model on the internet is changing and the power of value for value Bitcoin payments. – Show notes: https://www.whatbitcoindid.com/podcast/the-bitcoin-value-for-value-thesis This episode’s sponsors: IREN - Bitcoin Mining. Done Sustainably. Swan Bitcoi…

The price of gold has experienced a breakout over the past month and a half. What does that mean? Is that a sign that investors are worried about higher inflation to come? Or that capital is fleeing to safety in advance of approaching economic trouble? Or is this price surge due to speculative zeal? For answers, we turn to capital manager Axel Merk…

When I last interviewed today's guest back in December, he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into 2024. And to give credit where credit is due, his positioning was spot on the money. The S&P 500 & NASDAQ both increased by 11% in Q1 So what is his model telling us to expec…

The unending string of up weeks we saw in stocks in Q1 has ended here in April. The market had a volatile week, with the S&P ending roughly 100 points lower and bond yields continuing to rise, with the UST 10-year now over 4.5% Notably, the S&P has broken below the bullish trendline it has been trading in since the bull rally began back in November…

Freddie New is the Head of Policy at Bitcoin Policy UK. In this interview, we discuss current and proposed legislation affecting Bitcoin and why it often backfires, changing minds on Bitcoin, UK Bitcoin allies and how we win. – Show notes: https://www.whatbitcoindid.com/podcast/defeating-the-regulators This episode’s sponsors: IREN - Bitcoin Mining…

In Q1, investors could do no wrong. Making money was easy as almost every asset class rose to new highs as markets anticipated coming interest rate cuts from. But here at the start of Q2, things are starting to feel a lot less safe. Suddenly stock prices are plateauing, and services inflation plus a swiftly rising oil price are quickly dashing hope…

Nicholas Bowick is a systems engineer in the aerospace industry. In this interview, we discuss emergent behaviors in complex systems, positive and negative feedback loops and chaos vs systemic antifragility. – Show notes: https://www.whatbitcoindid.com/podcast/why-bitcoins-design-fixes-money This episode’s sponsors: IREN - Bitcoin Mining. Done Sust…

Today's guest expert is concerned that too many investors, giddy with the ferocious market gains since November, are increasingly willing to pay prices for assets that only make sense if the pace of gains continues into the far future. This is called "extrapolating the unsustainable" and is a hallmark of late stage price melt-ups. Historically, thi…

Alex Gladstein is Chief Strategy Officer at the Human Rights Foundation. In this interview, we discuss the ultimate bitcoin use cases. How it is used in commerce, for freedom and how it fundamentally changes energy systems. – Show notes: https://www.whatbitcoindid.com/podcast/the-ultimate-bitcoin-use-cases This episode’s sponsors: IREN - Bitcoin Mi…

There's a lot of uncertainty in the world right now -- geopolitical, economic, social, and environmental. At times like this when the path forward is unclear and the stakes are high, it's wise to tap the counsel of those with a strong command of the lessons of history, and the practical experience of a lifetime in the market trenches. There are few…

Are cracks starting to appear in the bull market rally? Portfolio manager Lance Roberts thinks so. His technical dashboard is now showing sell signals as volatility is increasing and the S&P has broken beneath its 20 Daily Moving Average.Next week should be telling. If the S&P rises and closes back above its 20 DMA, that should mean the bull trend …

James Lavish is a macro analyst, and Eric Yakes is the author of The 7th Property. In this interview, we discuss Wall Street’s arrival into Bitcoin, why TradFi struggles to understand it and how Bitcoin is a new paradigm for investors. – Show notes: https://www.whatbitcoindid.com/podcast/wall-street-embraces-bitcoin This episode’s sponsors: IREN - …

The Federal Reserve is one of, if not the most, significant institutions in the world given the global impact of its policy decisions.It influences the price of nearly everything, as well as the availability of jobs, the stability of our banking system, and the purchasing power of our money.When the Fed Chair speaks, the entire world stops to liste…

American HODL is an OG Bitcoin investor. In this interview, we discuss ordinals & ‘spam’, why bitcoin makes for a better world, if Wall Street will attempt to change Bitcoin and why we are still so, so early. – Show notes: https://www.whatbitcoindid.com/podcast/bitcoin-were-still-early This episode’s sponsors: IREN - Bitcoin Mining. Done Sustainabl…

Stocks have delivered a great ride over the past year and a half.That has attracted retail investors back into the markets with a vengeance. Household equity ownership is currently near an all-time high.Does this bull market still have plenty of room left to run?And if so, what are the skeptics misunderstanding?For insight, we have the good fortune…

Vortex is a developer and OG Bitcoin podcaster. In this interview, we look back at the blocksize wars, talk about the challenges upgrading Bitcoin, the dangers of ossification and get into covenants and LNHance. – Show notes: https://www.whatbitcoindid.com/podcast/why-we-must-upgrade-bitcoin This episode’s sponsors: IREN - Bitcoin Mining. Done Sust…

When I interviewed today's guest expert back in August of 2021, when inflation was 5%, he made the bold prediction that the CPI would eventually hit 9%, a prediction that seemed unthinkable at the time -- but it indeed proved true less than a year later.He then called for inflation to moderate substantially, which it also then did.Where does he see…

Nearly every asset class saw gains in Q1 -- stocks, the dollar, gold, Bitcoin and real estate.Will the rally keep powering higher through the remainder of 2024?Portfolio manager Lance Roberts thinks, while anything is possible, stocks are increasingly at risk of a pull-back, especially as the Presidential election approaches.Markets hate uncertaint…

Mark Moss is a serial entrepreneur, author, speaker and host of The Mark Moss Show. In this interview, we discuss how to play the game of money, using debt and inflation to your advantage and how to retire off Bitcoin. – Show notes: https://www.whatbitcoindid.com/podcast/how-to-play-the-money-game This episode’s sponsors: Iren - Bitcoin Mining. Don…

Animal spirits have certainly been running wild in the stock market of late.The S&P is up over 1,000 points (roughly 25%) in the past 4.5 months.Is this a new era of easy gains as giddy bulls are proclaiming? One investors should jump in and make the most of?Or is this the latest incarnation of irrational exuberance? And is caution warranted instea…

Bitcoin Mechanic is a Bitcoin educator and Chief Boiling Officer at OCEAN. In this interview, we discuss the issues with arbitrary data on the Bitcoin blockchain, if filters can work as well as OCEAN mining pool and the need for greater decentralisation in mining. – Show notes: https://www.whatbitcoindid.com/podcast/the-battle-for-bitcoin-with-bitc…

Recent inflation reports show that it's proving "sticky", stubbornly refusing to recede down to the target rates that central banks are shooting for. But rather than simply staying sticky, could it actually start surging again? Today's guest expert thinks it could due to growing global economic imbalances. If that happens, what will the implication…

Andy Edstrom is a financial advisor, and the author of Why Buy Bitcoin.Bitcoin. In this interview, we discuss Michael Saylor’s Bitcoin strategy, Bitcoin vs gold & real estate as well as demand, adoption and the four year cycle. – Show notes: https://www.whatbitcoindid.com/podcast/michael-saylors-bitcoin-moonshot-revisited This episode’s sponsors: I…

The global economy is awash in too much debt, which continues to pile up at an exponential rate.History is clear how such eras end. The purchasing power of currency gets destroyed.To understand why the barbarous relic has risen to an all-time high and may have an even better year lying ahead, we have the good fortune to speak today with macro & pre…

As Q1 concludes, corporations are starting to enter the blackout period preventing them from buying back their stock until they've released their quarterly earnings (weeks away for most companies)That temporarily removes THE most important buying support for shares. Combine that with other expected net liquidity reductions in Q2, such as the end of…

Portfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week's FOMC release and press conference with Fed Chair Jerome Powell. He'll also take live Q&A from viewers WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #federal…

David Seroy is a ZK rollup researcher. In this interview, we discuss the tradeoffs when scaling Bitcoin, the reality of ZK rollups in theory vs in practice as well as, the fee market and MEV on Bitcoin. – Show notes: https://www.whatbitcoindid.com/podcast/the-challenge-of-scaling-bitcoin This episode’s sponsors: IREN - Bitcoin Mining. Done Sustaina…

Nik Bhatia is the founder of ‘The Bitcoin Layer’ & author of ‘Layered Money’. In this interview, we discuss Bitcoin as an optimal base layer for the financial system, how the largest economic actors may be allocating to Bitcoin, and where the price could go. – Show notes: https://www.whatbitcoindid.com/podcast/bitcoin-etfs-have-changed-the-game Thi…

Well, the first-ever Thoughtful Money conference was held online this past weekend and I’m delighted to say the event was a real success.That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insight-packed 9 hour day.Lacy Hunt delivered the keynote, followed by Stephanie Pomboy, Michael Pe…

Grant McCarty is the Co-Executive Director of the Bitcoin Policy Institute. In this interview, we discuss evangelism and the Bitcoin revolution, why BPI is a crucial resource, flawed incentives in the education system, journalism and the shifting perception of Bitcoin. – Show notes: https://www.whatbitcoindid.com/podcast/the-maturing-bitcoin-narrat…

For a long time now, passive capital inflows have powered equities higher, especially the Magnificent 7, as a tremendous percent of every new dollar that flows into the market goes into these 7 stocks. But some of these once-bulletproof companies are now starting to struggle.And those passive capital inflows? There are emerging signs they may be st…

Raphael Zagury is a CIO at Swan Bitcoin. In this interview, we discuss Bitcoin adoption, how the ETFs changed everything, Bitcoin vs real estate and Bitcoin portfolio allocation. – Show notes: https://www.whatbitcoindid.com/podcast/the-perfect-bitcoin-allocation This episode’s sponsors: Iren - Bitcoin Mining. Done Sustainably. Swan Bitcoin - Invest…

Stocks pretty much ended the week where they began.Is the raging rally that has propelled stocks higher so far this year finally running out of gas?Quite possibly thinks portfolio manager Lance Roberts. Valuations remain at extremely stretched extremes for many assets including story stocks like Nvida, speculative assets like Bitcoin...and even gol…

Dhruv Bansal is a co-founder of Unchained Capital. In this interview, we discuss how Satoshi approached creating Bitcoin, Bitcoin’s deep relationship with time, how markets drive decentralisation, and scaling vs ossification. – Show notes: https://www.whatbitcoindid.com/podcast/bitcoin-satoshis-vision This episode’s sponsors: Iren - Bitcoin Mining.…

To better understand the current economic environment we find ourselves in, it helps to better understand how we ended up here.And few have as detailed an understanding as today's guest, who has been a true insider in both Washington DC and Wall Street for his extremely long & accomplished career.We're fortunate today to speak with former Congressm…

Samson Mow is the CEO at JAN3, the developer of Aqua Bitcoin, architect of Bitcoin Bonds and CEO at PixelMatic. In this interview, we discuss orange pilling nation states, scaling bitcoin to billions with Liquid and AQUA, and why he thinks Bitcoin could reach $1 million by 2025. – Show notes: https://www.whatbitcoindid.com/podcast/the-case-for-1-mi…

Since the October lows, stocks have roared back to record highs, and bonds have risen solidly as US 10yr Treasury yields have dropped from 5% to near 4%Will the bull run continue through the rest of 2024? It is an election year in America after all.Or, have the animal spirits carried assets to unsustainable prices, putting us in danger of a painful…

When today's guest was on this channel back in December, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets in 2023. And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead. Well, here in the final month o…

Well, another week, another all-time high in stocks. Valuations are now stretched to extremes only seen near a bubble top, and volatility is low...too low. The odds of a pull-back, perhaps a larger correction, are concerningly high enough to make this now a time to hedge your positions, advises portfolio manager Lance Roberts. In this video, he & I…

The Rational Root is a Bitcoin on-chain & cycle analyst. In this interview, we discuss the pace of the current bull market, the impact of spot ETFs, what we can expect post-halving, and changing dynamics in the market. – Show notes: https://www.whatbitcoindid.com/podcast/bitcoins-biggest-bull-run This episode’s sponsors: IREN - Bitcoin Mining. Done…

Checkmate is Glassnode’s Lead On-chain Analyst and creator of checkonchain. In this interview, we discuss the validity of on-chain data, the different phases of the market, the impact of spot Bitcoin ETFs & how Wall St are coming for your Bitcoin. – Show notes: https://www.whatbitcoindid.com/podcast/the-wall-street-bull-market This episode’s sponso…

The media is full of reports that the economy is in fine shape due to a "strong" and "resilient" consumer who has held up much better than expected during the recent years of high inflation and high interest rates.But has the average consumer truly shrugged all that off?Or are they in worse shape than we're being told?For a deep dive into the true …