Maggie Lake Talking Markets

Episode 115: Outlook for Bonds and Bitcoin. With Noelle Acheson.


Listen Later

On this episode of Talking Markets, Maggie Lake is joined by Noelle Acheson, author of the Crypto Is Macro Substack, for a deep dive December's FOMC decision. The central bank approved a quarter point rate cut, as expected, but it was was the balance sheet changes that lit a fire under risk assets. Can it continue? Noelle unpacks what the Fed may be signaling for 2026 rate policy, and how shifting Fed expectations could impact risk assets, including Bitcoin (BTC), Ethereum (ETH), and the broader crypto market.They also discuss macro forces driving digital assets, the relationship between liquidity and crypto performance, and whether BTC’s next big move could be higher or lower.Follow Noelle's work here: https://www.cryptoismacro.com/Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

...more
View all episodesView all episodes
Download on the App Store

Maggie Lake Talking MarketsBy Mags

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

9 ratings


More shows like Maggie Lake Talking Markets

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,067 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

589 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,436 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

360 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

262 Listeners

Excess Returns by Excess Returns

Excess Returns

88 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,339 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

373 Listeners

On The Tape with Danny Moses by RiskReversal Media

On The Tape with Danny Moses

162 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

215 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

416 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

70 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

46 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

158 Listeners