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Crypto Politics 2020: CEO of HODLpac, Tyler Whirty on the Evolution of Policy
Tyler Whirty, CEO of HODLpac, joins Charlie Shrem on today’s episode of Untold Stories.
Tyler and Charlie discuss HODLpac, Bitcoin Foundation, political fundraising, policy making, Hodl origin story, crypto Reddit, Bitcoin price fluctuations, political action committees, building the crypto community, anarcho capitalism, voting blocks, reforming taxes, the crypto ecosystem, crypto ideology, Proof of Stake Alliance, state of the crypto industry, the regulatory climate around crypto, using crypto for good, crypto changing society, and holding people accountable.
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https://www.youtube.com/watch?v=tqr9gldmj5A
Tyler and Charlie discuss HODLpac, Bitcoin Foundation, political fundraising, policy making, Hodl origin story, crypto Reddit, Bitcoin price fluctuations, political action committees, building the crypto community, anarcho capitalism, voting blocks, reforming taxes, the crypto ecosystem, crypto ideology, Proof of Stake Alliance, state of the crypto industry, the regulatory climate around crypto, using crypto for good, crypto changing society, and holding people accountable.
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https://www.youtube.com/watch?v=tqr9gldmj5A
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NOVEM
november-inflation-tops-6.8-,-evergrande
In this week's episode, Mark returns from his two week hiatus (woo!). We quickly got into November's 6.8% CPI print, which was the highest in 39 years. We discussed the factors driving inflation, and whether or not they pointed towards transitory or permanent inflation.
Next we covered the Evergrande default, and whether or not the resultant fall out is cause for concern. We moved through skyrocketing household debt, a slowing global credit impulse, and whether or not the world is headed for "Japanification."
Finally, we ended on Mark and my thoughts on where Bitcoin is headed next. Tune in to find out more.
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On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors.
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THE P
the-pension-funds-drama-explained
On today's edition of Boiler Room, Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "The Pension Funds Drama Explained".
Leveraged bets, illiquid assets and pending liabilities have led to a UK pension fund crisis. How did pension funds end up in this tenuous state? Are US and European pensions next, and what does this mean for investment portfolios? Tune in to find out!
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Referenced In The Show:
The Pension Funds Drama Explained: https://themacrocompass.substack.com/p/pension-fund-drama#details
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Timestamps:
00:00 Introduction
01:34 Pension Funds 101
05:47 Everything Was Fine, Until Volatility Hit
08:46 Can This Happen To The US & Europe?
11:21 Investment Implications
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Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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This week, Mike & Mark give an update on the Bitcoin ETFs as Grayscale outflows continue to slow down, as Bitcoin approaches $50,000 & stock markets continue to reach new record highs. To hear all this & more, you'll have to tune in!
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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ARE I
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Corey Hoffstein & Jason Buck take viewers through the perplexing and ill-defined world of investment "alternatives." What are they? Private Equity? Racehorses? Wine? Crypto? The pirates discuss.
ON OTHER PLATFORMS
Pirates of Finance on Twitter @ PiratesFinance (https://twitter.com/FinancePirates)
OUR FIRMS
Mutiny Fund: https://www.mutinyfund.com
Newfound Research: https://www.thinknewfound.com
OUR PODCASTS
The Mutiny Podcast: https://mutinyfund.com/podcasts/
Flirting with Models: https://www.thinknewfound.com/podcast
CONTACT US
Jason on Twitter @ JasonMutiny (https://www.twitter.com/jasonmutiny) Corey on Twitter @ choffstein (https://www.twitter.com/choffstein)
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By taylorgalford.bandcamp.com
THIS VIDEO IS FOR ENTERTAINMENT AND INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED UP AS A BASIS FOR INVESTMENT DECISIONS. THE VIEWS EXPRESSED IN THIS SHOW ARE OF THE HOSTS AND DO NOT REFLECT THE VIEWS OF THE MUTINY FUND OR NEWFOUND RESEARCH. THE MUTINY FUND OR NEWFOUND RESEARCH MAY MAINTAIN POSITIONS IN SECURITIES DISCUSSED IN THIS SHOW.
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MAKIN
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Kyrill Asatur, Co-Founder and CEO at Centerfin, joins Jack Farley to talk about stocks, macro and the .com bubble. Asatur explains how important the services Centerfin offers because they have exclusive access to funds that retail investors normally don’t have.
What are some of the common behavioral mistakes investors make? Working with institutional investors for almost 20 years, Asatur says individuals are prone to the same behaviors as retail investors.
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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00:00 Introduction
00:36 Macro at Centerfin
03:04 Decisions of an Individual Investor
08:55 Kyrill's View on Macro and the Fed
18:00 Stocks and the Dot Com Bubble
22:41 Centerfin's Accessibility to Funds
30:30 Distressed Bonds
32:41 Thinking About Size
38:45 Private Equity and Venture Capital
41:55 Common Behaviorial Mistakes Investors Make
44:46 What's Happening at Centerfin?
47:21 Kyrill's View on Crypto
53:36 Macro Hedge Funds
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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FRANC
frances-donald-the-yield-curve-signals-a
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Frances Donald Global Chief Economist & Strategist at Manulife Investment Management. Walking through the most important macro factor right now, inflation, Frances shares how every central bankers worst nightmare is manifesting itself in markets.
Sharing her outlook on inflation and the bond market, Frances sees a scenario where the flattening yield curve will lead to another inversion across 2's 10's & 5's 30's. Could a new regime of secular stagflation be upon us? Frances then shares her actionable trade idea, but to hear that, you'll have to tune in!
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Referenced In The Show:
Fed Likely to Consider 0.75-Percentage-Point Rate Rise This Week: https://www.wsj.com/articles/bad-inflation-reports-raise-odds-of-surprise-0-75-percentage-point-rate-rise-this-week-11655147927
ECB to design new bond-buying plan to tackle market turmoil: https://www.ft.com/content/c519e5d5-f4c3-4554-9484-ddca75cf9bf3?sharetype=gift
Stop Fooling Around, J-Pow: https://themacrocompass.substack.com/p/bad-cop-good-cop#details
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Timestamps:
00:00 Introduction
00:59 Top Stories Of The Week
07:41 Take Of The Week
14:33 Feature Interview With Frances Donald
16:03 FOMC Meeting
22:38 Inflation
27:21 The Neutral Rate
30:55 The Yield Curve
35:59 Frances' Actionable Trade Idea
39:27 Quantitative Tightening
42:42 Post Interview: Final Thoughts
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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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VIDEO
THE C
the-collapse-in-ultra-long-duration
MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. Try MetaMask Portfolio:
https://metamask.io/portfolio/?utm_source=blockworks&utm_medium=podcast&utm_campai[…]_Podcast_ForwardGuidance&utm_content=pDapp_podcast_FG_shownotes
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Timestamps:
00:00 Introduction
00:26 Spinozzi Remains Bearish On Very Long Duration Bonds
08:18 View On Investment Grade Bonds
09:46 Who Will Be Marginal Buyer Of U.S. Treasurys?
15:40 Foreign Demand for U.S. Treasurys (& Japanese Investors)
22:40 The Shape of the Yield Curve
24:07 Balance Sheet Policy (QT & QE)
32:32 Much Of Europe Is In Recession
42:21 European Demand For U.S. Treasurys
45:47 Barbell Approach To Fixed Income (Short-Term & 10-Year)
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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THE G
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Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/
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Jason Hsu of Rayliant joins Forward Guidance to share his view on the particulars of the Chinese equity market. Hsu argues that the “brutal” bear market is close to over and makes the bull case for onshore Chinese stocks. Recorded on March 28, 2024.
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Jason Hsu on LinkedIn https://www.linkedin.com/in/jasonchsu/
About Rayliant https://rayliant.com/
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Timestamps:
00:00 Introduction
00:42 The "Brutal" Bear Market In Chinese Equities
13:00 In China, It's Not The Homebuyers Who Are Indebted... It's The Builders (aka Developers)
19:42 Spillovers Of China's Real Estate Correction
23:52 Impact of Real Estate Issues On China's Banking System
26:50 Beijing's Biggest Fixation: How To Avoid Japanese Real Estate Bust Of 1990s
34:10 Regulatory Scrutiny On Tech And Other Industries Has Been Reduced
38:21 VanEck Ad
39:03 5-10 Years From Now, People Will Look At Now AS Bottom In Chinese Equities
40:06 China's Ambition To Move Up The Value Chain
43:15 Just How Cheap Are Chinese Stocks?
44:10 Who Are The Investors In The Chinese Stock Market?
46:20 Immense Pessimism Has Gripped Chinese Stock Investors
47:28 What Causes Chinese Stocks To Go Up Or Down?
49:17 China's Role In Emerging Market Equity Portfolios
52:02 What Moves Emerging Market (EM) Stocks As A Category?
56:05 Latin American, Middle East, and Africa
57:34 The Role of Diversification and "Quantamental" Analysis
01:04:57 State-Owned Enterprises (SOEs) - What Do Investors Really Own?
01:08:40 Biggest Overweights. (Mexico) and Underweights (India)
01:11:12 Mechanics Of "The Beijing Put"
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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WHAT
what-the-sudden-leadership-shakeup-at
Over the weekend, the top brass at China’s central bank Yi Gang (PBOC Governor) and Guo Shuqing (PBOC Communist Party Chief) were suddenly removed from their posts after having been reappointed by President Xi Jinping less than four months ago. Meanwhile, PBOC Deputy Governor Pan Gongsheng has been elevated to the role of Party Secretary at PBOC, and is also expected to be named Governor of the PBOC shortly. Pan is also currently the Director of SAFE (State Administration of Foreign Exchange) - the foremost currency management body which oversees China’s massive $3 trillion in foreign exchange reserves.
The consensus narrative out of financial media on this major development has been that “Pan is a continuity candidate,” providing stability in a time of escalating economic risk (which, as Weston Nakamura points out, is an absurd takeaway in itself). However, according to Weston Nakamura, what the policy stimulus preferences of the newly appointed leadership is not what key headline is - rather, this is part of a bigger effort from China as of late - to somehow stem the sharply declining yuan.
In light of the outright failure from broader financial media to properly inform and analyze a major central bank reshuffling its top level officials in the midst of market and economic turmoil, Weston Nakamura presents a deep-dive explanation and analysis on what is currently underway, namely:
Pan Gongsheng has been elevated with great urgency to the very top of China’s central bank for one reason only - to defend the yuan as it approaches a 15-year breakdown level.
This is a must-watch, listen, and share episode of Market Depth.
For more on how the Chinese yuan matters to and impacts various markets and asset classes globally, watch:
"Chinese Yuan Plummets, What Next?"
https://youtu.be/zFkMqy0dK40
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Disclaimer: Nothing discussed on Market Depth should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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