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Macro trends

Bitcoin as the Great Absorber of Liquidity

Bitcoin as the Great Absorber of Liquidity

The September 29, 2024 episode of the Stephan Livera Podcast features Jeff Ross discussing his liquidity-driven framework for understanding market cycles, particularly Bitcoin’s role as the "great absorber of liquidity."

Rising U.S. Debt: What Happens When It Hits 122% of GDP?

Rising U.S. Debt: What Happens When It Hits 122% of GDP?

The October 14, 2024 episode of the David Lin Report featured Phillip Swagel, Director of the Congressional Budget Office (CBO), who discusses the alarming trajectory of U.S. debt, projected to reach 122% of GDP by 2034.

The Dire Debasement Dilemma: Insights on Inflation, U.S. Debt, and Bitcoin’s Role

The Dire Debasement Dilemma: Insights on Inflation, U.S. Debt, and Bitcoin’s Role

The September 27, 2024 episode of The Last Trade features Gary Brode discussing the complex financial and macroeconomic environment focusing on inflation, U.S. debt, and the Federal Reserve's decisions.

Is the Fed Driving the Economy Off a Cliff? Monetary Policy, Risks, and Future Outlook

Is the Fed Driving the Economy Off a Cliff? Monetary Policy, Risks, and Future Outlook

The September 17, 2024 episode of the Real Vision podcast explores the Federal Reserve's current policy approach, highlighting concerns about persistent inflation, income inequality, and risks of a credit event in commercial real estate.

Liquidity Cycles, Custodial Risks, and Bitcoin’s Role in a Stagflationary Economy

Liquidity Cycles, Custodial Risks, and Bitcoin’s Role in a Stagflationary Economy

The January 3, 2023 episode of Blue Collar Bitcoin featured Lyn Alden discussing the growing risks tied to excessive leverage in financial markets, particularly in the crypto sector, where practices like rehypothecation have compounded systemic vulnerabilities.

The Recession That Never Came: Examining US Economic Resilience and Future Risks

The Recession That Never Came: Examining US Economic Resilience and Future Risks

The October 12, 2024 episode of The Bitcoin Layer revolves around the US economy's surprising resilience despite widespread expectations of an impending recession, and why a recession has not yet materialized, despite aggressive interest rate hikes by the Federal Reserve.

China’s Economic Crisis: Real Estate Collapse, Unemployment, and Global Market Impact

China’s Economic Crisis: Real Estate Collapse, Unemployment, and Global Market Impact

In the October 12, 2024 episode of the David Lin Report, Shaun Rein explores the current state of China's economy, with a focus on its real estate collapse, rising unemployment, and deflationary pressures.