Frontrun with John Cook
🚀 In this podcast we review: * The fairytail of US dollar hyperinflation * Recessionary indicators * The underperformance of bull & bear technical indicators * SEC crypto misdirection * $PEPE meme coin mania * Layer 2 Alpha on arbitrum * Fair token launch * Housing inventory and demand 📚 Supporting content: Markets: * The de-dollarization fairy tail [https://themacrocompass.substack.com/p/the-de-dollarization-fairytale] * LPL Weekly performance and recessionary indicators [https://lplresearch.com/2023/04/21/weekly-market-performance-markets-end-the-week-mostly-lower-given-mixed-earnings/] * Index of economic indicators [https://fidelityfiplus.econoday.com/byshoweventfull.aspx?fid=564134&cust=fidelityFIplus&year=2023&lid=0&prev=/byweek.asp#top] * No respect recovery - underperformance of technical indicators [https://lplresearch.com/2023/04/21/no-respect-recovery/] * US Government default [https://lplresearch.com/2023/04/19/the-treasury-market-is-starting-to-show-signs-of-worry-over-debt-ceiling/] Crypto: * SEC Gensler hearing by US Financial Services Committee [https://www.youtube.com/watch?v=TtHMDhDr1vE] * Fair launch tokens with Camelot [https://twitter.com/frontrunjohn/status/1650029915981615104?s=20] * $PEPE coin liquidity risk [https://twitter.com/Louround_/status/1649031329202442241] * Coinbase FIAT to L2 direct onramp [https://twitter.com/frontrunjohn/status/1649442619171430400?s=20] * Minting on mint.fun [https://twitter.com/frontrunjohn/status/1649429280814923776] * Sentiment under collateralized $ETH lending [https://twitter.com/sentimentxyz/status/1646959029942620161] * Ethereum stacking unlocks [https://twitter.com/frontrunjohn/status/1648695477456584709] Housing: * Housing inventory [https://fidelityfiplus.econoday.com/byshoweventfull.aspx?fid=562152&cust=fidelityFIplus&year=2023&lid=0&prev=/byweek.asp#top] * Housing interesting rates [https://twitter.com/GRDecter/status/1649067519733297152] * Months of housing inventory [https://calculatedrisk.substack.com/p/case-shiller-national-house-price-271] 📹Watch the podcast on youtube: Frontrun [https://www.frontruncrypto.com/about] predicts the future of money and technology. Support independent research for $10/month. Cover art generated by DALL-E [https://openai.com/dall-e-2/]: “An abstract oil painting of government officials acting as puppets controlled by billionaires and wallstreet elites” Get full access to Frontrun at frontrun.substack.com/subscribe [https://frontrun.substack.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]
21 episodios
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