Fed Watch - Bitcoin and Macro

Hosts: Ansel Lindner [https://twitter.com/AnselLindner] and Christian Keroles [https://twitter.com/ck_SNARKs] Watch this Episode: YouTube [https://www.youtube.com/c/BitcoinMagazine] / Rumble [https://rumble.com/c/BitcoinMagazine] Clipped down episodes: Fed Watch Clips YT [https://www.youtube.com/channel/UCys2N5ZksgYc4gUDt4u9oQA] Listen To This Episode: Apple [https://podcasts.apple.com/de/podcast/the-powell-pivot-ft-dylan-leclair-fed-77/id1543640492?i=1000548375330] / Spotify [https://open.spotify.com/show/0gBA3gNLlJ0XAJK3hcOSiq] / Google [https://podcasts.google.com/feed/aHR0cHM6Ly9iaXRjb2lubWFnYXppbmUubGlic3luLmNvbS9yc3M?sa=X&ved=0CAMQ4aUDahcKEwjoz9Ln0Oz7AhUAAAAAHQAAAAAQdQ] / Libsyn [https://fedwatch.libsyn.com/] / RSS [https://feeds.libsyn.com/311546/rss] Slide deck [https://docs.google.com/presentation/d/1o6OABQsG0PE6qE4HzLOTKwSZiy9zMRs_bxER1dIvN3s/edit?usp=sharing] for episode Our podcast feed is changing to the Bitcoin Magazine feed! Subscribe here! [https://anchor.fm/bitcoin-magazine-po/] Fed Watch is a macro podcast like no other. We question narratives and schools of thought, trying to form our own understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies. In this episode, CK is back with us for a huge week in macro. We cover all the big events of the week like the Federal Reserve’s FOMC meeting and Chairman Powell’s comments [https://youtu.be/Ho2iJXlcmR8], the US CPI data [https://www.bls.gov/cpi/] released on Tuesday, and finally, the big decision out of the European Central Bank about their policy changes [https://www.zerohedge.com/markets/hawkish-ecb-hikes-50bps-will-begin-qt-march-raises-inflation-expectations]. Of course we cover bitcoin as well, along with some other macro charts. Join the Bitcoin and Markets telegram (link [https://t.me/bitcoinandmarkets]) for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com (link [https://bitcoinandmarkets.com/]) to sign up for my free weekly newsletter the Bitcoin Fundamentals Report. Episode specific links NEW PODCAST FEED after this episode https://anchor.fm/bitcoin-magazine-po/ [https://anchor.fm/bitcoin-magazine-po/] Ansel Lindner https://twitter.com/ansellindner [https://twitter.com/ansellindner] CK https://twitter.com/ck_snarks [https://twitter.com/ck_snarks] Slide deck: http://tiny.cc/3732vz [http://tiny.cc/3732vz] Bitcoin & Markets Telegram: https://t.me/bitcoinandmarkets [https://t.me/bitcoinandmarkets] Powell press conference: https://youtu.be/Ho2iJXlcmR8 [https://youtu.be/Ho2iJXlcmR8] CPI data: https://www.bls.gov/cpi/ [https://www.bls.gov/cpi/] ECB policy changes: https://www.zerohedge.com/markets/hawkish-ecb-hikes-50bps-will-begin-qt-march-raises-inflation-expectations [https://www.zerohedge.com/markets/hawkish-ecb-hikes-50bps-will-begin-qt-march-raises-inflation-expectations] If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE! Written by Ansel Lindner

Hosts: Ansel Lindner [https://twitter.com/AnselLindner] and Christian Keroles [https://twitter.com/ck_SNARKs] Watch this Episode: YouTube [https://www.youtube.com/c/BitcoinMagazine] / Rumble [https://rumble.com/c/BitcoinMagazine] Clipped down episodes: Fed Watch Clips YT [https://www.youtube.com/channel/UCys2N5ZksgYc4gUDt4u9oQA] Listen To This Episode: Apple [https://podcasts.apple.com/de/podcast/the-powell-pivot-ft-dylan-leclair-fed-77/id1543640492?i=1000548375330] / Spotify [https://open.spotify.com/show/0gBA3gNLlJ0XAJK3hcOSiq] / Google [https://podcasts.google.com/feed/aHR0cHM6Ly9iaXRjb2lubWFnYXppbmUubGlic3luLmNvbS9yc3M?sa=X&ved=0CAMQ4aUDahcKEwjoz9Ln0Oz7AhUAAAAAHQAAAAAQdQ] / Libsyn [https://fedwatch.libsyn.com/] / RSS [https://feeds.libsyn.com/311546/rss] Slide deck [https://docs.google.com/presentation/d/1xFI4Eg16GQIVcB2UN120oeLCwjQX2anxBtU-IopaHjc/edit?usp=sharing] for episode Fed Watch is a macro podcast like no other. We question narratives and schools of thought, trying to form our own understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies. In this episode, I’m joined once again by Nolan Bauerle, new host of Bitcoin Magazine Live. We spend a good amount of time going through my macro charts for the week, you can find them in this week’s slide deck. Next, we discussed the BIS report [https://www.bis.org/publ/qtrpdf/r_qt2212h.pdf] of the missing $80 trillion in some detail. Lastly, we reviewed China’s latest economic data [https://apnews.com/article/business-china-asia-global-trade-economy-4d316f787cf4123981d47a3f5c78da7f] and discussed the state of global shipping [https://www.cnbc.com/2022/12/07/freight-rates-from-china-to-west-coast-down-90percent-as-trade-falls-rapidly.html] and where we think China is going. Join the Bitcoin and Markets telegram (link [https://t.me/bitcoinandmarkets]) for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com (link [https://bitcoinandmarkets.com/]) to sign up for my free weekly newsletter the Bitcoin Fundamentals Report. Episode specific links Ansel Lindner https://twitter.com/ansellindner [https://twitter.com/ansellindner] CK https://twitter.com/ck_snarks [https://twitter.com/ck_snarks] Slide deck: https://tinyurl.com/4vcy9av9 [https://tinyurl.com/4vcy9av9] Bitcoin & Markets Telegram: https://t.me/bitcoinandmarkets [https://t.me/bitcoinandmarkets] BIS report: https://www.bis.org/publ/qtrpdf/r_qt2212h.pdf [https://www.bis.org/publ/qtrpdf/r_qt2212h.pdf] China trade shrinks:  https://apnews.com/article/business-china-asia-global-trade-economy-4d316f787cf4123981d47a3f5c78da7f [https://apnews.com/article/business-china-asia-global-trade-economy-4d316f787cf4123981d47a3f5c78da7f] Global shipping shrinks:  https://www.cnbc.com/2022/12/07/freight-rates-from-china-to-west-coast-down-90percent-as-trade-falls-rapidly.html [https://www.cnbc.com/2022/12/07/freight-rates-from-china-to-west-coast-down-90percent-as-trade-falls-rapidly.html] If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE! Written by Ansel Lindner

Hosts: Ansel Lindner [https://twitter.com/AnselLindner] and Christian Keroles [https://twitter.com/ck_SNARKs] Watch this Episode: YouTube [https://www.youtube.com/c/BitcoinMagazine] / Rumble [https://rumble.com/c/BitcoinMagazine] Clipped down episodes: Fed Watch Clips YT [https://www.youtube.com/channel/UCys2N5ZksgYc4gUDt4u9oQA] Listen To This Episode: Apple [https://podcasts.apple.com/de/podcast/the-powell-pivot-ft-dylan-leclair-fed-77/id1543640492?i=1000548375330] / Spotify [https://open.spotify.com/episode/7JSYduSIGR7r3ji6bYWVI1?si=4271451ef783459d] / Google [https://podcasts.google.com/feed/aHR0cHM6Ly9mZWR3YXRjaC5saWJzeW4uY29tL3Jzcw/episode/YmEwYjgzYWUtYzE3NS00YjNlLTlkOWQtNTFhOWY5NzQ0YjMy?sa=X&ved=0CAgQuIEEahcKEwjYxcqm_7_1AhUAAAAAHQAAAAAQLA] / Libsyn [https://fedwatch.libsyn.com/the-powell-pivot-ft-dylan-leclair-fed-77] / Overcast [https://overcast.fm/+m2acPUM10] / RSS [https://feeds.libsyn.com/311546/rss] Slide deck [https://docs.google.com/presentation/d/1u5BF5L_O6t_wAcI5MIBnee0hi1Kbxm0WRDBnteTTyqc/edit?usp=sharing] for episode Fed Watch is a macro podcast like no other. We question narratives and schools of thought, trying to form our own understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies. In this episode, I’m joined by Nolan Bauerle, new host of Bitcoin Magazine Live. Our main topics of discussion are Jerome Powell and his Brookings Institute speech, and the growing conflict in Turkey. I had prepared some charts (you can see them in the linked slide deck above), but was not able to get to them due to time constraints. It’s a wide ranging discussion about societal signaling, monetary policy and even demographics. Join the Bitcoin and Markets telegram [https://t.me/bitcoinandmarkets] for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report [https://bitcoinandmarkets.com/]. THIS EPISODE’S SPONSORS: Bitcoin 2023 Miami - https://b.tc/conference/ [https://b.tc/conference/] Bitcoin Magazine - https://store.bitcoinmagazine.com/ [https://store.bitcoinmagazine.com/] Bitcoin Magazine Pro - https://bitcoinmagazine.com/tags/bitcoin-magazine-pro [https://bitcoinmagazine.com/tags/bitcoin-magazine-pro] Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount! https://b.tc/conference/2023 [https://b.tc/conference/2023] Use promocode: BMLIVE for 10% off everything in our store!

Hosts: Ansel Lindner [https://twitter.com/AnselLindner] and Christian Keroles [https://twitter.com/ck_SNARKs] Watch this Episode: YouTube [https://www.youtube.com/c/BitcoinMagazine] / Rumble [https://rumble.com/c/BitcoinMagazine]  Clipped down episodes: Fed Watch Clips YT [https://www.youtube.com/channel/UCys2N5ZksgYc4gUDt4u9oQA] Listen To This Episode:  Apple [https://podcasts.apple.com/de/podcast/the-powell-pivot-ft-dylan-leclair-fed-77/id1543640492?i=1000548375330] / Spotify [https://open.spotify.com/episode/7JSYduSIGR7r3ji6bYWVI1?si=4271451ef783459d] / Google [https://podcasts.google.com/feed/aHR0cHM6Ly9mZWR3YXRjaC5saWJzeW4uY29tL3Jzcw/episode/YmEwYjgzYWUtYzE3NS00YjNlLTlkOWQtNTFhOWY5NzQ0YjMy?sa=X&ved=0CAgQuIEEahcKEwjYxcqm_7_1AhUAAAAAHQAAAAAQLA] / Libsyn [https://fedwatch.libsyn.com/the-powell-pivot-ft-dylan-leclair-fed-77] / Overcast [https://overcast.fm/+m2acPUM10] / RSS [https://feeds.libsyn.com/311546/rss] Slide deck [https://docs.google.com/presentation/d/1PEBF5e49UYm8Ze-B6d68gfW9syzPFuEbOj4pkYp9h6o/edit?usp=sharing] for episode Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies. In this episode, CK and I celebrate Thanksgiving by telling what we're thankful for in Bitcoin. Our main topics include the bitcoin chart and review of the FTX and GBTC story. Next, we drill down on the Fed’s recently released FOMC minutes, mixed messaging from board members and likelihood of policy direction. The last topic for the day is China, starting with the riots at Foxconn and then a general discussion about their demographics. Join the Bitcoin and Markets telegram [https://t.me/bitcoinandmarkets] for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report [https://bitcoinandmarkets.com]. THIS EPISODE’S SPONSORS: Bitcoin 2023 Miami - https://b.tc/conference/ [https://b.tc/conference/] Bitcoin Magazine - https://store.bitcoinmagazine.com/ [https://store.bitcoinmagazine.com/] Bitcoin Magazine Pro - https://bitcoinmagazine.com/tags/bitcoin-magazine-pro [https://bitcoinmagazine.com/tags/bitcoin-magazine-pro]   Lower your time preference and lock-in your B

Hosts: Ansel Lindner [https://twitter.com/AnselLindner] and Christian Keroles [https://twitter.com/ck_SNARKs] Watch this Episode: YouTube [https://www.youtube.com/c/BitcoinMagazine] / Rumble [https://rumble.com/c/BitcoinMagazine]  Clipped down episodes: Fed Watch Clips YT [https://www.youtube.com/channel/UCys2N5ZksgYc4gUDt4u9oQA] Listen To This Episode:  Apple [https://podcasts.apple.com/de/podcast/the-powell-pivot-ft-dylan-leclair-fed-77/id1543640492?i=1000548375330] / Spotify [https://open.spotify.com/episode/7JSYduSIGR7r3ji6bYWVI1?si=4271451ef783459d] / Google [https://podcasts.google.com/feed/aHR0cHM6Ly9mZWR3YXRjaC5saWJzeW4uY29tL3Jzcw/episode/YmEwYjgzYWUtYzE3NS00YjNlLTlkOWQtNTFhOWY5NzQ0YjMy?sa=X&ved=0CAgQuIEEahcKEwjYxcqm_7_1AhUAAAAAHQAAAAAQLA] / Libsyn [https://fedwatch.libsyn.com/the-powell-pivot-ft-dylan-leclair-fed-77] / Overcast [https://overcast.fm/+m2acPUM10] / RSS [https://feeds.libsyn.com/311546/rss] Slide deck [https://docs.google.com/presentation/d/1_wZmxPj2Bb6CGWa0OQZ7Byj6c8WCUUy80DLT2p3DtjI/edit?usp=sharing] for episode Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies. In this episode, CK and I cover our reactions to the FTX debacle, the latest CPI numbers out of the US, the new CBDC pilot by the Federal Reserve and banks, and touch on the G20 meeting in Bali. We run out of time at the end and don’t cover it as well as I’d like to, but perhaps I’ll remedy it with a supplemental episode before next week. Join the Bitcoin and Markets telegram [https://t.me/bitcoinandmarkets] for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report [https://bitcoinandmarkets.com/]. Link mentioned in the podcast: Jason Choi’s definitive FTX thread [https://threadreaderapp.com/thread/1592502785873825794.html]   THIS EPISODE’S SPONSORS: Bitcoin 2023 Miami - https://b.tc/conference/ [https://b.tc/conference/] Bitcoin Magazine - https://store.bitcoinmagazine.com/ [https://store.bitcoinmagazine.com/] Bitcoin Magazine Pro - https://bitcoinmagazine.com/tags/bitcoin-magazine-pro [https://bitcoinmagazine.com/tags/bitcoin-magazine-pro]   Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!  https://b.tc/conference/2023 [https://b.tc/conference/2023] Use promocode: BMLIVE for 10% off everything in our store!