Unchained

Bits + Bips: Why ‘All Assets Will Go Up’ in the Near Future - Ep. 716

Listen Later

As the PBOC and Fed shift their stances on rates and liquidity flows, the macro landscape is evolving rapidly. In this episode of Bits + Bips, we unpack how these policy changes could spark a massive surge across all asset classes—from equities and bonds to Bitcoin and crude oil. 

The hosts, joined by Nikos Kargadouris, a seasoned trader, discuss why liquidity is about to flood the markets, why fears of a U.S. recession may be overblown, and how even memecoins could benefit. 

Plus, are central banks close to buying bitcoin ETFs?

Show highlights:
  • How the PBOC's shift in policies impacted the markets and when we’ll see a “bazooka”
  • How market complacency and short positions on oil amid geopolitical tensions could lead to mispricing and unexpected volatility
  • How rising crude oil prices could slow the U.S. economy, despite the country being a net oil exporter
  • How strong payrolls data reduced market expectations of U.S. rate cuts
  • Why predictions of a U.S. recession might be off
  • Whether it matters for crypto who wins the elections 
  • The chances of central banks adopting Bitcoin
  • What the outlook for memecoins looks like in the next months
  • Whether the HBO documentary about the identify of Satoshi Nakamoto will be a disappointment 

    • Sponsors:

    • Gemini
    • Stellar
      • Hosts:
      • James Seyffart, Research Analyst at Bloomberg Intelligence
      • Alex Kruger, Founder of Asgard
      • Joe McCann, Founder, CEO, and CIO of Asymmetric
        Guest:
        Nikos Kargadouris, Chief Investment Officer of a private investment office specializing in cross-asset thematic macro and digital asset strategies.


        Timestamps:

        • 00:00 Intro
        • 02:09 Impact of the PBOC’s policy shift and timing of the “bazooka”
        • 15:01 Oil mispricing and volatility due to geopolitical tensions
        • 27:30 Rising oil prices and potential U.S. economic slowdown
        • 35:51 Strong payrolls reducing expectations for U.S. rate cuts
        • 44:11 Why U.S. recession predictions might be wrong
        • 50:10 Can prediction markets reflect U.S. election outcomes?
        • 56:05 Does the election winner matter for crypto?
        • 1:04:43 Memecoin outlook for the next months
        • 1:15:34 Will the HBO documentary disappoint?

          • Learn more about your ad choices. Visit megaphone.fm/adchoices

          ...more
          View all episodesView all episodes
          Download on the App Store
          UnchainedBy Laura Shin
          • 4.6
          • 4.6
          • 4.6
          • 4.6
          • 4.6

          4.6

          1,184 ratings

          More shows like Unchained

          View all
          Real Vision: Finance & Investing by Real Vision Podcast Network

          Real Vision: Finance & Investing

          913 Listeners

          CoinDesk Podcast Network by CoinDesk

          CoinDesk Podcast Network

          647 Listeners

          The Breakdown by Blockworks

          The Breakdown

          741 Listeners

          The Pomp Podcast by Anthony Pompliano

          The Pomp Podcast

          1,845 Listeners

          On The Brink with Castle Island by Castle Island Ventures

          On The Brink with Castle Island

          289 Listeners

          What Bitcoin Did by Danny Knowles

          What Bitcoin Did

          268 Listeners

          Markets Outlook by CoinDesk

          Markets Outlook

          136 Listeners

          The Wolf Of All Streets by Scott Melker

          The Wolf Of All Streets

          243 Listeners

          Empire by Blockworks

          Empire

          168 Listeners

          Supply Shock by Blockworks

          Supply Shock

          109 Listeners

          Coin Stories by Natalie Brunell

          Coin Stories

          437 Listeners

          Raoul Pal: The Journey Man by Real Vision Podcast Network

          Raoul Pal: The Journey Man

          136 Listeners

          Forward Guidance by Blockworks

          Forward Guidance

          275 Listeners

          The Milk Road Show by The Milk Road Show

          The Milk Road Show

          50 Listeners

          Limitless Podcast by Limitless by Bankless

          Limitless Podcast

          66 Listeners