Tariffs, Tariffs, Tariffs, What Else Is There To Discuss?

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Hal and Villy talk about the new state of the world after Trump's Tariffs.
Joined by special guest Tyblizzle.

You can find him on discord:
https://discord.gg/wjM9rfdC
instagram and twitter: @tyblizzle

Hal, Cletus and Villy discuss the recent global sell off, the Yen carry trade, ETH/BTC and more

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We talk:

- Yen carry trade

- US Equities sell off (AI)

- Crypto sell off

- What’s next for markets?

An interview with Thomas, who is holding a 5-figure @polymarket bet that @BidenHQ will not Drop Out before the Democratic National Convention.

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We talk:

- Countertrading political hype

- Position sizing, decision points, and market liquidity

- How to detach from the US political scene to make better decisions

- What Reporters to follow for alpha on Biden's position

- Lessons learned from 5 digit prediction market losses

PLUS

- Arbing Fed rate cut markets

- Trading e-sports

- Polymarket vs Sportsbooks

- How to improve the dispute process

Links Mentioned:

- https://x.com/MarkHalperin

- https://polymarket.com/profile/0xa84bdfe6ffa8bc7dd21b5c412258062e7b765055

- https://coincado.com/

Wasabi interviews @domahhhh, the top trader on Polymarket. We investigate the $DJT memecoin's realness, strategies for betting on the US elections, mental models for making better predictions, and more.

NOTE: This podcast was recorded before Domer placed a $70k bet with Martin Shkreli on if the DJT coin has authentic Trump family provenance.

Alternate Listening Links: spotify, apple podcasts

We talk:

- Strategy for trading election night, the debates, and predicting Trump's VP pick

- How Domer called the 25:1 pick of Sarah Palin as John McCain's running mate.

- Books & useful mental models for trading prediction markets

- Boosting returns with LP rewards on Polymarket

Follow @Domahhh on X and get his top list of book recommendations:

https://x.com/Domahhhh/status/1087527042529222656

Wasabi and Hal discuss the recent signing of a woman's undergarments by the CEO of NVIDIA

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On this episode Hal and Wasabi discuss:

Hal and Wasabi talk with Coronado from El Dorado about the financialization of Bitcoin and protocols that are leading the way.

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On this episode Hal and Wasabi talk with Coronado:

Hal and the gang talk about the markets. Also, we used some AI after production that seems to have overlapped some audio sections (blame Elon).

Cletus talks to Hal and Wasabi about Bitcoin, US equities and the current global macro climate.

Hal and Wasabi talk about the Bitcoin ETF

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Wasabi talks with Hal about the short term, mid term and long term impacts of the Bitcoin ETF.

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Wasabi is out recruiting hamsters to manufacture more Crox, so Hal, Cletus and Villy check in on the markets.