Bits + Bips: Why the Stock Market Wipeout Might Not Achieve What Trump Wanted - Ep. 802
The financial market is getting wrecked, inflation is still a problem, and bitcoin isn’t acting like the hedge that it’s supposed to be. Is this a real economic shift, or just noise?
With tariffs, stagflation fears, and fiscal dominance taking center stage, hosts James Seyffart, Joe McCann, Ram Ahluwalia and Noelle Acheson break down:
- Why markets are struggling—and whether a recession or stagflation is coming
- Whether the Fed has become irrelevant
- How the stablecoin bill could rescue sales of treasuries
- Why bitcoin isn’t following gold’s rally
- The factors that could kickstart the next crypto boom
- The latest on all the dozens of crypto ETFs in the works
Sponsors:
Hosts:- James Seyffart, Research Analyst at Bloomberg Intelligence
- Joe McCann, Founder, CEO, and CIO of Asymmetric
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
- Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
The stagflation trade
- Bloomberg: Stagflation Trade Emerges as Rare Winner in US Stock Market Rout
- Reuters: Fed's Powell gets chance to address trade war, stagflation fears
- Tweet by Noah Smith
Budget bill
Stablecoin bill:
- Unchained: Stablecoin Bills Could Squeeze Out $140 Billion Tether
- CoinDesk: U.S. Senate Takes First Big Step to Advance Stablecoin Bill
Solana futures
- Cointelegraph: Solana futures finish first trading day on CME
Solana ad
Unchained: Solana Deletes ‘Cringe’ Ad After Crypto Community Backlash
Timestamps:
👋 0:00 Intro
📉 1:39 Stagflation fears and which tariffs actually matter for the economy
🌎 6:11 Why the outlook for commodities is so uncertain
📊 10:49 Is the Trump administration sabotaging itself?
🐶 16:57 Why DOGE’s role in the market is bigger than you think
📉 23:51 Why the 10-year yield isn’t dropping as expected
💰 28:04 Will shrinking liquidity grind the market to a halt?
🏛️ 32:37 Why the Fed has become irrelevant
🔄 36:53 Is quantitative tightening (QT) ending? Plus, one key thing crypto investors don’t get
⚠️ 41:13 Why a recession is not a foregone conclusion
🥇 48:25 Gold is hitting all-time highs—so why isn’t bitcoin following?
🏦 51:24 How the stablecoin bill could save US government finances
🚀 1:01:47 How bitcoin gets its next rally
📉 1:07:16 The hidden benefit of CME SOL futures
✅ 1:12:15 The latest on pending crypto ETF approvals
📣 1:17:26 Reactions to the controversial Solana ad
Learn more about your ad choices. Visit megaphone.fm/adchoices
More description
The financial market is getting wrecked, inflation is still a problem, and bitcoin isn’t acting like the hedge that it’s supposed to be. Is this a real economic shift, or just noise?
With tariffs, stagflation fears, and fiscal dominance taking center stage, hosts James Seyffart, Joe McCann, Ram Ahluwalia and Noelle Acheson break down:
- Why markets are struggling—and whether a recession or stagflation is coming
- Whether the Fed has become irrelevant
- How the stablecoin bill could rescue sales of treasuries
- Why bitcoin isn’t following gold’s rally
- The factors that could kickstart the next crypto boom
- The latest on all the dozens of crypto ETFs in the works
Sponsors:
Hosts:- James Seyffart, Research Analyst at Bloomberg Intelligence
- Joe McCann, Founder, CEO, and CIO of Asymmetric
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
- Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
The stagflation trade
- Bloomberg: Stagflation Trade Emerges as Rare Winner in US Stock Market Rout
- Reuters: Fed's Powell gets chance to address trade war, stagflation fears
- Tweet by Noah Smith
Budget bill
Stablecoin bill:
- Unchained: Stablecoin Bills Could Squeeze Out $140 Billion Tether
- CoinDesk: U.S. Senate Takes First Big Step to Advance Stablecoin Bill
Solana futures
- Cointelegraph: Solana futures finish first trading day on CME
Solana ad
Unchained: Solana Deletes ‘Cringe’ Ad After Crypto Community Backlash
Timestamps:
👋 0:00 Intro
📉 1:39 Stagflation fears and which tariffs actually matter for the economy
🌎 6:11 Why the outlook for commodities is so uncertain
📊 10:49 Is the Trump administration sabotaging itself?
🐶 16:57 Why DOGE’s role in the market is bigger than you think
📉 23:51 Why the 10-year yield isn’t dropping as expected
💰 28:04 Will shrinking liquidity grind the market to a halt?
🏛️ 32:37 Why the Fed has become irrelevant
🔄 36:53 Is quantitative tightening (QT) ending? Plus, one key thing crypto investors don’t get
⚠️ 41:13 Why a recession is not a foregone conclusion
🥇 48:25 Gold is hitting all-time highs—so why isn’t bitcoin following?
🏦 51:24 How the stablecoin bill could save US government finances
🚀 1:01:47 How bitcoin gets its next rally
📉 1:07:16 The hidden benefit of CME SOL futures
✅ 1:12:15 The latest on pending crypto ETF approvals
📣 1:17:26 Reactions to the controversial Solana ad
Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen elsewhere
Available Results
Generated results are saved to your library for reuse and search.