Forward Guidance

Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)


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Jack Farley hosts Jim Bianco of Bianco Research, Mark Yusko of Morgan Creek Capital, and Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a panel on whether the near-term macro situation will be a headwind or tailwind for crypto.

Filmed on September 12, 2023, at Blockworks' Permissionless II in Austin, Texas.

Follow Jim Bianco on Twitter https://twitter.com/biancoresearch

Follow Mark Yusko on Twitter https://twitter.com/MarkYusko

Follow Jurrien Timmer on Twitter https://twitter.com/TimmerFidelity

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

_____

Timecodes:

(00:00) Introduction

(00:51) Is Macro A Headwind Or Tailwind For Crypto?

(23:41) Will Fed Keep Interest Rates "Higher For Longer"?

(28:53) The Banking System

(34:14) Will There Be A Recession In 2024?

(39:58) Final Verdict: Will Macro Be A Headwind Or Tailwind For Crypto (Or Does It Not Matter)?


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