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Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn’t Priced In - Ep. 814
The markets are rattled. Tariffs are rising. Investors are pulling back.
In this week’s Bits + Bips, the panel digs into what’s really driving the selloff, why the Fed may be stuck, and how Trump’s tariff logic could trigger deeper economic shocks than anyone expects.
Plus:
And yes, Ram coins a new term: FAFO tariffs 😀
Sponsors:
Hosts:
James Seyffart, Research Analyst at Bloomberg Intelligence
Alex Kruger, Founder of Asgard
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
Links
Tariffs:
10-year yield and the Fed
2008 Market Crash
CNN: Bailout Plan Rejected - Supporters Scramble
Can Congress Step In?
Timestamps:
👋 0:00 Intro
📉 3:30 Why this selloff feels nothing like 2022 or 2020
🪞 8:41 Why buying signals could be a mirage
🤔 11:28 Is the bear market already priced in? What investors are missing.
🏚️ 14:35 Could this turn into a fall “2008 scenario”? And what real buyers are doing now
🧮 25:57 Why Trump’s tariff math is wrong, and how it will create problems for the administration
📈 36:15 Why Trump wants the 10-year yield down, and why he’s failing
🛟 39:59 What counts as a safe haven right now, and is bitcoin one of them?
🏦 52:42 Can the Fed stand up to Trump’s pressure to cut rates?
🚫 57:56 Trump thinks that the trade deficit is a profit/loss statement. Why that’s a problem.
⚖️ 1:01:19 Can Congress pull Trump’s tariff authority?
💵 1:06:32 Can stablecoins save dollar demand?
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By Laura Shin
4.6
11851,185 ratings
The markets are rattled. Tariffs are rising. Investors are pulling back.
In this week’s Bits + Bips, the panel digs into what’s really driving the selloff, why the Fed may be stuck, and how Trump’s tariff logic could trigger deeper economic shocks than anyone expects.
Plus:
And yes, Ram coins a new term: FAFO tariffs 😀
Sponsors:
Hosts:
James Seyffart, Research Analyst at Bloomberg Intelligence
Alex Kruger, Founder of Asgard
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
Links
Tariffs:
10-year yield and the Fed
2008 Market Crash
CNN: Bailout Plan Rejected - Supporters Scramble
Can Congress Step In?
Timestamps:
👋 0:00 Intro
📉 3:30 Why this selloff feels nothing like 2022 or 2020
🪞 8:41 Why buying signals could be a mirage
🤔 11:28 Is the bear market already priced in? What investors are missing.
🏚️ 14:35 Could this turn into a fall “2008 scenario”? And what real buyers are doing now
🧮 25:57 Why Trump’s tariff math is wrong, and how it will create problems for the administration
📈 36:15 Why Trump wants the 10-year yield down, and why he’s failing
🛟 39:59 What counts as a safe haven right now, and is bitcoin one of them?
🏦 52:42 Can the Fed stand up to Trump’s pressure to cut rates?
🚫 57:56 Trump thinks that the trade deficit is a profit/loss statement. Why that’s a problem.
⚖️ 1:01:19 Can Congress pull Trump’s tariff authority?
💵 1:06:32 Can stablecoins save dollar demand?
Learn more about your ad choices. Visit megaphone.fm/adchoices
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