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Is the Bull Market Back?

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Manage episode 356002709 series 3431999
Content provided by Coinbits. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Coinbits or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Last week, we had the pleasure of talking with Dr. Jeff Ross aka @VaileshireCap aka Dr. Bull (for now) to update our 2023 macro thesis for Bitcoin and the broader market.

In this conversation, we cover:

  • Bitcoin Price run-up... What's causing it?
  • Fed demeanor and language changes
  • Market implied rate pathway in 2023
  • Is inflation ACTUALLY easing?
  • What are the 2y/10y/30y yields telling us about Fed future actions and market expectations?
  • Are we actually going to see a recession or worse?
  • Impact of a bunch of hypothetical scenarios on financial market outlook: war, cyber pandemic, major credit event, and many more.
  • Bitcoin 2023 Price Prediction
  • How to financially prepare for any of these scenarios.

Jeff is always thoughtful, measured, and provides good justification for his (often wrong; his words not ours) predictions for the future. While this is NOT financial advise, it is a very fun and informative conversation. We enjoyed it and are sure you will too!

Join us on Twitter Spaces every week for discussions like this!

Links



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 356002709 series 3431999
Content provided by Coinbits. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Coinbits or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Last week, we had the pleasure of talking with Dr. Jeff Ross aka @VaileshireCap aka Dr. Bull (for now) to update our 2023 macro thesis for Bitcoin and the broader market.

In this conversation, we cover:

  • Bitcoin Price run-up... What's causing it?
  • Fed demeanor and language changes
  • Market implied rate pathway in 2023
  • Is inflation ACTUALLY easing?
  • What are the 2y/10y/30y yields telling us about Fed future actions and market expectations?
  • Are we actually going to see a recession or worse?
  • Impact of a bunch of hypothetical scenarios on financial market outlook: war, cyber pandemic, major credit event, and many more.
  • Bitcoin 2023 Price Prediction
  • How to financially prepare for any of these scenarios.

Jeff is always thoughtful, measured, and provides good justification for his (often wrong; his words not ours) predictions for the future. While this is NOT financial advise, it is a very fun and informative conversation. We enjoyed it and are sure you will too!

Join us on Twitter Spaces every week for discussions like this!

Links



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

31 episodes

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