With Mark out, we have special guest filling in, Blockworks’ video journalist Jack Farley. We make sense of the recent bout of market volatility, with bond yields plummeting and tech stocks selling off hard. Mike and Jack explore market anomalies such as stay-at-home darlings like Zoom ($ZM) failing to serve as hedge against bad COVID news, and the tremendous surge in the VIX despite the fact that the S&P 500 is only a few points below its all-time-high.

We also talk yield curve flattening, inflation’s threat to the 60/40 portfolio, and why the Bitcoin’s dominance might fade over time in the crypto universe.

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Ledger:

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Coinbase Prime:

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