Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
Clipped down episodes: Fed Watch Clips YT
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Slide deck for episode
Our podcast feed is changing to the Bitcoin Magazine feed! Subscribe here!
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, the US CPI data released on Tuesday, and finally, the big decision out of the European Central Bank about their policy changes. Of course we cover bitcoin as well, along with some other macro charts.
Join the Bitcoin and Markets telegram (link) for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com (link) 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/
Ansel Lindner https://twitter.com/ansellindner
CK https://twitter.com/ck_snarks
Slide deck: http://tiny.cc/3732vz
Bitcoin & Markets Telegram: https://t.me/bitcoinandmarkets
Powell press conference: https://youtu.be/Ho2iJXlcmR8
CPI data: https://www.bls.gov/cpi/
ECB policy changes: 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 and Christian Keroles
Watch this Episode: YouTube / Rumble
Clipped down episodes: Fed Watch Clips YT
Listen To This Episode: Apple / Spotify / Google / Libsyn / RSS
Slide deck 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 of the missing $80 trillion in some detail. Lastly, we reviewed China’s latest economic data and discussed the state of global shipping and where we think China is going.
Join the Bitcoin and Markets telegram (link) for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com (link) to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Episode specific links
Ansel Lindner https://twitter.com/ansellindner
CK https://twitter.com/ck_snarks
Slide deck: https://tinyurl.com/4vcy9av9
Bitcoin & Markets Telegram: https://t.me/bitcoinandmarkets
BIS report: https://www.bis.org/publ/qtrpdf/r_qt2212h.pdf
China trade shrinks: 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
If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE!
Written by Ansel Lindner
Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
Clipped down episodes: Fed Watch Clips YT
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Slide deck 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 for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
THIS EPISODE’S SPONSORS:
Bitcoin 2023 Miami - https://b.tc/conference/
Bitcoin Magazine - https://store.bitcoinmagazine.com/
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!
Use promocode: BMLIVE for 10% off everything in our store!
Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
Clipped down episodes: Fed Watch Clips YT
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Slide deck 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 for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
THIS EPISODE’S SPONSORS:
Bitcoin 2023 Miami - https://b.tc/conference/
Bitcoin Magazine - https://store.bitcoinmagazine.com/
Bitcoin Magazine Pro - https://bitcoinmagazine.com/tags/bitcoin-magazine-pro
Lower your time preference and lock-in your B
Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
Clipped down episodes: Fed Watch Clips YT
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Slide deck 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 for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Link mentioned in the podcast: Jason Choi’s definitive FTX thread
THIS EPISODE’S SPONSORS:
Bitcoin 2023 Miami - https://b.tc/conference/
Bitcoin Magazine - https://store.bitcoinmagazine.com/
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!
Use promocode: BMLIVE for 10% off everything in our store!
Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
Clipped down episodes: Fed Watch Clips YT
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Slide deck 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 Jerome Powell and the FOMC policy decision in depth, quoting the Federal Reserve itself, Powell, and other financial experts. Of course, we give our own opinions on the matter, as well. After Fed Day content we move onto charts, starting with bitcoin and the dollar, and moving onto Treasury securities rates. Lastly, we discuss the diesel shortage brewing on the US east coast.
Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!
Use promocode: BMLIVE for 10% off everything in our store!
https://store.bitcoinmagazine.com/
Check out the Bitcoin Magazine products presented dur
Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
Clipped down episodes: Fed Watch Clips YT
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Slide deck 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 extremely important updates for the future of the global economy. First, we talk about the Bitcoin breakout. Then continue rolling through several more macro charts, including currencies, US Treasury yields, European natural gas prices, and finally freight rates, both bulk dry and container rates. Lastly, we listen to several clips from a China expert on what happened at the 20th Party Congress, and what it means for the future of China.
Here is the original video source of the clips.
Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!
Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
Clipped down episodes: Fed Watch Clips YT
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Slide deck 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 a large chunk of the ongoing macro news. First, we update the situation in the UK Gilt market. Then swing over the China to cover developments from the 20th Party Congress, the real estate market, and the general investment climate. Lastly, we discuss the European energy crisis and current storage situation.
Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!
Use promocode: BMLIVE for 10% off everything in our store!
Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
Clipped down episodes: Fed Watch Clips YT
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Slide deck 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 a large chunk of the ongoing macro news. First, the NY Fed’s Williams speech on inflation, then the UN report demanding central banks change course, and finally the OPEC+ decision to cut quotas by 2 million barrels per day (mbd).
Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!
Use promocode: BMLIVE for 10% off everything in our store!
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 got the privilege to sit down with David Lawant of Bitwise to discuss macro and its relation to Bitcoin. We cover Bitwise and David’s take on the current Bitcoin market, price, and ETF likelihood. On the macro side, we cover the UK emergency monetary policy change and China’s pivot on the Belt and Road lending practices.
Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Special guest: David Lawant
Slide deck for episode
In this episode, CK and I got the privilege to sit down with Andreas Steno, editor at Real Vision, co-host of the Macro Trading Floor podcast, and author of Steno Signals substack. Our discussion centers around the energy situation in Europe, but we start with talking about the Federal Reserve’s FOMC rate hike. Andreas has extensive knowledge of Bitcoin and his podcast Macro Trading Floor is hosted through Blockworks, which means we also got to pick his brain about his thoughts on the Bitcoin market.
Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
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
Use promocode: BMLIVE for 10% off everything in our store!
https://store.bitcoinmagazine.com/
Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Special guest: Andreas Steno
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Watch this Episode: YouTube / Rumble
Fed Watch is a macro podcast, true to bitcoin’s rebel nature. In 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 get down and dirty in the August CPI data, some shocking Chinese economic data, and we talk about bitcoin and Ethereum prices.
Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Hosts: Ansel Lindner and Christian Keroles
Watch this Episode: YouTube / Rumble
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 examine the current state of the Bitcoin market, the state of panic in Europe including some myths about the EU/Russia conflict, and finally read through an article about how China is really a Marxist country and proud of that fact.
Join my telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
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
Use promocode: BMLIVE for 10% off everything in our store!
https://store.bitcoinmagazine.com/
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Watch this Episode: YouTube / Rumble
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 break down some charts, including bitcoin, the dollar, European energy, and US gasoline futures. Next, I read through a couple articles and address the complicated financial situation in China. Lastly, we examine what the big deal is with Zoltan Pozsar’s latest dispatch about “Chussia”.
Join my telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Watch this Episode: YouTube / Rumble
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 revisit the Pakistan problems, check out the bitcoin chart and currencies, discuss what’s coming up for the Federal Reserve, and then dive into the European Central Bank’s most recent report on CBDCs.
Don’t forget to check out the Fed Watch Clips channel on YouTube. Liking and sharing YT and Rumble videos is the best way for us to reach new people. Thank you!
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Watch this Episode: YouTube / Rumble
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 dive into the surprise rate cuts by the People’s Bank of China (PBOC) and read through some of Jamie Dimon’s recent leaked comments about the global economy and geopolitics.
Audio listeners can follow along with the slides here.
Don’t forget to check out the Fed Watch Clips channel on YouTube. Liking and sharing YT and Rumble videos is the best way for us to reach new people. Thank you!
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
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 of Fed Watch, CK and I go through several charts, giving market updates on bitcoin, the dollar (DXY), and the Hong Kong dollar. Next, we examine the deteriorating situation in Pakistan, and ask the question, is it the next Sri Lanka. Lastly, we discuss the Taiwan - China situation and I read several important snippets, one from Chinese foriegn minister Wang Yi and the other from think tank expert Wang Wen.
Audio listeners can follow along with the slides here.
Don’t forget to check out the Fed Watch Clips channel on YouTube. Liking and sharing YT videos is the best way for us to reach new people. Thank you!
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Fed Watch is a macro podcast, true to bitcoin’s rebellious 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 of Fed Watch, CK and I go through several charts, using them to springboard into different topics. We cover the bitcoin chart, the dollar, the Hong Kong dollar, US Treasury yields, and energy charts like oil, gasoline and natural gas.
Audio listeners can follow along with the slides here.
All images are sourced to bitcoinandmarkets.com.
Don’t forget to check out the Fed Watch Clips channel on YouTube. Liking and sharing YT videos is the best way for us to reach new people. Thank you!
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
Use promocode: BMLIVE for 10% off everything in our store!
https://store.bitcoinmagazine.com/
Hosts: Ansel Lindner and Christian Keroles
Guests: Q_liketheletter and Chris Alaimo
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Fed Watch is a macro podcast with a true rebellious bitcoin 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, I’m joined by Q and Chris of the live stream crew to talk about the recession vs not-a-recession vs depression debate. I also dive into understanding the temporary effects of fiscal spending by governments and the brick wall facing the global economy, demonstrated through yield curves. We finish up with a Q & Ansel (Q&A) with questions from the guys and my community.
Don’t forget to check out the Fed Watch Clips channel on YouTube. Liking and sharing YT videos is the best way for us to reach new people. Thank you!
You can find the slide deck for this episode here.
Hosts: Ansel Lindner and Christian Keroles
Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS
Fed Watch is a macro podcast with a true rebellious bitcoin 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 catch up on the week, go through an update on the evolving Chinese financial crisis, talk about why “fiat” money today should rightly be called credit-based money and the side effects of that fact, and lastly, we dive into the bitcoin chart and so forth.
You can access this episode’s slide deck of charts here or below, depending on the medium where you are viewing these show notes.
Please check out the Fed Watch Clips channel on YouTube, subscribe and share.
First up, is the situation in the Chinese economy. They are facing some major issues in their real estate market, economy and banking system. Currently, 28 of the top 100 real estate developers have defaulted on or restructured their debts. There is a growing “mortgage boycott”, where purchasers of unbuilt housing units in projects that are now delayed due to the pandemic, developer financial situation, and zero Covid policy, have refused to pay their mortgages. It started with 20 projects and has since grown to 230 projects.
The boycott accounts for roughly 100,000 households refusing to pay their mortgages. This amounts to 0.1-0.5% of all outstanding mortgages and 1% of outstanding mortgage value.
The rhetoric around this mortgage crisis is eerily similar to that in the US in 2007. Excuses like it is a small number of mortgages, effects are contained, and others are being used.
As a result of the developer and mortgage problems, small and medium-sized banks are running