Sign up to save your podcasts
Or
Share Episode 12: What Could Tariffs Do To Global Liquidity? With Christopher Tipper
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 12: What Could Tariffs Do To Global Liquidity? With Christopher Tipper
Maggie Lake sits down with Chris Tipper, Chief Economist and Strategist at Ainslie Wealth, for a chart-packed tour through the liquidity, macro, and Bitcoin cycles. With markets acting spooked today by Donald Trump's tariff announcement Friday, it's a good time to assess where we are in these all-important cycles, how tariffs may impact them, and how investors can use them to help allocate their capital.
Chris' Chart Deck: https://drive.google.com/file/d/1q6jN...
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake
00:00 - Introduction: Tariffs, Liquidity, and Market Volatility
00:30 - Chris Tipper's Background in Gold, Crypto, and Hard Assets
02:45 - Are Investors Underestimating Tariff Risks?
05:15 - Global Liquidity Trends: What Comes Next?
08:03 - Rising Liquidity and the Impact on Risk Assets
10:00 - Recession Risks: Why the US May Avoid a Downturn
13:13 - The Crypto Cycle: Where Are We Now?
17:30 - Is Bitcoin Still A Risk Asset?
22:20 - Inflation: 3% is the New 2% What Happens With Bonds?
26:00 - China’s Role in Global Liquidity and Gold Markets
30:10 - Tariff Uncertainty and Market Reactions
33:00 - The Future of Bitcoin
35:25 - Tariffs: Hate Them as an Economist Love Them as a Trader
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
View all episodes
By Mags
5
55 ratings
Maggie Lake sits down with Chris Tipper, Chief Economist and Strategist at Ainslie Wealth, for a chart-packed tour through the liquidity, macro, and Bitcoin cycles. With markets acting spooked today by Donald Trump's tariff announcement Friday, it's a good time to assess where we are in these all-important cycles, how tariffs may impact them, and how investors can use them to help allocate their capital.
Chris' Chart Deck: https://drive.google.com/file/d/1q6jN...
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake
00:00 - Introduction: Tariffs, Liquidity, and Market Volatility
00:30 - Chris Tipper's Background in Gold, Crypto, and Hard Assets
02:45 - Are Investors Underestimating Tariff Risks?
05:15 - Global Liquidity Trends: What Comes Next?
08:03 - Rising Liquidity and the Impact on Risk Assets
10:00 - Recession Risks: Why the US May Avoid a Downturn
13:13 - The Crypto Cycle: Where Are We Now?
17:30 - Is Bitcoin Still A Risk Asset?
22:20 - Inflation: 3% is the New 2% What Happens With Bonds?
26:00 - China’s Role in Global Liquidity and Gold Markets
30:10 - Tariff Uncertainty and Market Reactions
33:00 - The Future of Bitcoin
35:25 - Tariffs: Hate Them as an Economist Love Them as a Trader
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
More shows like Maggie Lake Talking Markets
View all
Macro Voices
3,057 Listeners
Hedgeye Podcasts
197 Listeners
Mining Stock Daily
95 Listeners
The Market Huddle
363 Listeners
Excess Returns
66 Listeners
Value Hive Podcast
89 Listeners
The Grant Williams Podcast
1,351 Listeners
Supply Shock
115 Listeners
Wealthion - Be Financially Resilient
383 Listeners
Forward Guidance
274 Listeners
On The Tape with Danny Moses
143 Listeners
The Julia La Roche Show
55 Listeners
Thoughtful Money with Adam Taggart
371 Listeners
The David Lin Report
34 Listeners
Monetary Matters with Jack Farley
91 Listeners