Less Noise, More Signal

EXPLORE

Society & Culture

Health & Fitness

© 2024 PodJoint

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/b5/94/b5/b594b508-0386-d78b-5ba7-ea836fb581c7/mza_3873160621953622338.jpg/600x600bb.jpg

Less Noise, More Signal

Pascal

88 episodes

5 days ago

In this conversation, Pascal Huegli and Danny Dayan discuss the current economic landscape, focusing on inflation, the Federal Reserve's policies, and geopolitical dynamics. Danny draws parallels between today's economy and the 1960s, emphasizing the complexities of the labor market and the implications of financial conditions on growth. Dayan also explores global market opportunities, particularly in China and cryptocurrency, while highlighting the importance of a systematic approach to trad...

Show more...

All content for Less Noise, More Signal is the property of Pascal and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

In this conversation, Pascal Huegli and Danny Dayan discuss the current economic landscape, focusing on inflation, the Federal Reserve's policies, and geopolitical dynamics. Danny draws parallels between today's economy and the 1960s, emphasizing the complexities of the labor market and the implications of financial conditions on growth. Dayan also explores global market opportunities, particularly in China and cryptocurrency, while highlighting the importance of a systematic approach to trad...

Show more...

Episodes (20/88)

Less Noise, More Signal

Macro is very constructive moving into 2026 (w/ Ram Ahluwalia)

In this conversation, Pascal Huegli and Ram Ahluwalia discuss the current macroeconomic landscape, describing it as a Goldilocks economy with constructive conditions for risk assets. They delve into the dynamics of Bitcoin as an attention and momentum asset, the implications of fiscal dominance, and the relationship between trade deficits and capital flows. Ahluwalia highlights opportunities in emerging markets, the impact of AI on productivity, and the potential risks associated with the AI ...

4 hours ago

57 minutes

Less Noise, More Signal

Major macro-tail risk for 2026?

In this conversation, Pascal Huegli and Michael Nadeau discuss the shifting economic landscape in the U.S., focusing on macro risks, trade imbalances, and the role of tariffs. Michael explores the implications of fiscal deficits and government spending dynamics, as well as the geopolitical factors influencing currency adjustments. The discussion also delves into Bitcoin's market behavior, liquidity concerns, and the impact of globalization on production. Nadeau emphasizes the interplay of cap...

1 week ago

51 minutes

Less Noise, More Signal

This company will own more Bitcoin than Strategy

In this conversation, Pascal Hugli and Mitchell Askew discuss the intricate relationship between Bitcoin mining and energy demand, the impact of weather on mining operations, and the evolving landscape of Bitcoin as it gains traction on Wall Street. They share insights from their journey in the Bitcoin space, the economic dynamics of mining, and the potential future of Bitcoin mining companies like Blockware and 21. The discussion also touches on tax incentives that are encouraging new partic...

2 weeks ago

1 hour 1 minute

Less Noise, More Signal

Bitcoin's True Potential: Why It's Not Money Yet!

In this conversation, Pascal Hugli and Hubertus Hofkirchner discuss the current state of Bitcoin as a monetary system, emphasizing that while Bitcoin has potential as base money, it lacks the necessary credit layer to function effectively in the real economy. He explores the historical context of money, the importance of elasticity in monetary systems, and the role of credit money. Hofkirchner introduces the BitCredit protocol, which aims to create a decentralized credit system using e-bills ...

2 weeks ago

1 hour 9 minutes

Less Noise, More Signal

Brent Johnson on what everyone is missing about stablecoins

In this conversation, Pascal Hugli and Brent Johnson discuss the multifaceted role of money, particularly focusing on stablecoins and their implications for the US dollar and global economy. They explore the intersection of money, power, and sovereignty, emphasizing how stablecoins could enhance the dollar's dominance while also posing challenges for other currencies. The discussion delves into the historical context of money, the libertarian perspective on economic systems, and the potential...

4 weeks ago

58 minutes

Less Noise, More Signal

Here’s what proper execution looks like as a crypto trader

In this conversation, Pascal Hugli and Jordan Permabull, the founder of Levolytics, discuss the critical importance of execution over analysis in trading, particularly in the volatile crypto market. Jordan shares his journey into the crypto space, insights on current market conditions, and the significance of understanding market signals and volume. The discussion emphasizes the need for risk management, patience, and having a formalized trading plan to navigate the complexities of the market...

1 month ago

55 minutes

Less Noise, More Signal

Charles Edwards: Bitcoin's Headwinds and the Quantum Threat

In this conversation, Pascal Huegli and Charles Edwards talk about the current Bitcoin market, how to navigate drawdowns and the role of Bitcoin Treasury Companies. Furthermore, they delve into the imminent threat posed by quantum computing to Bitcoin's cryptographic security. They predict that within the next two to ten years, quantum technology could effectively break Bitcoin's elliptic curve cryptography, with a more likely timeframe of four to five years. Insights from thought leaders in ...

1 month ago

1 hour 2 minutes

Less Noise, More Signal

Jordi Visser on how Artificial Intelligence is the new QE

In this conversation, Jordi Visser and Pascal Hügli discuss the transformative impact of artificial intelligence on the financial landscape, particularly in relation to Bitcoin. Jordi argues that AI represents a new form of quantitative easing, changing market dynamics. Visser also addresses the philosophical evolution of Bitcoin, its role in addressing inequality, and the implications of AI on labor and employment. He emphasizes the importance of human experience in an increasingly AI-driven...

1 month ago

58 minutes

Less Noise, More Signal

Murad Mahmudov on AI, Inequality, and the Future of Crypto

In this conversation, Pascal Huegli and Murad Mahmudov discuss the evolving landscape of cryptocurrency, focusing on the interconnectedness of global trends such as AI, inequality, and the potential for Universal Basic Income (UBI). They emphasize the importance of community and cultural shifts in crypto investment, particularly with the emergence of SPX 6900 as a vehicle for wealth redistribution. The discussion also touches on the psychological aspects of market participation and the need f...

1 month ago

54 minutes

Less Noise, More Signal

The Truth About Bitcoin, Gold & Liquidity (w/ Michael Nadeau)

In this conversation Michael Nadeau and Pascal Hügli share insights into the unique characteristics of Bitcoin, the dynamics of the crypto market, and the importance of liquidity and macroeconomic factors. They discuss investment strategies, the significance of production costs in determining Bitcoin's fair value, and the role of developer activity in blockchain ecosystems. Additionally, they analyze how to value blockchains and the serious nature of meme coins in the investment landscape. C...

2 months ago

56 minutes

Less Noise, More Signal

What everyone gets wrong about the current repo market

In this conversation, Pascal Huegli and Lighthouse Macro (Bob Sheehan) discuss the current state of funding and treasury markets, emphasizing the importance of liquidity and the systemic risks posed by regional banks. He highlights the impact of government actions on market stability and the growing influence of Bitcoin and crypto on traditional financial systems. The discussion also covers shifts in treasury market buyers and the pressures faced by primary dealers, concluding with insights o...

2 months ago

1 hour

Less Noise, More Signal

Infranomics: Why the U.S. Dollar Is Losing Its Power

In this conversation, Pascal Hugli and Robert, also known as Infra, share his journey from a nerdy childhood focused on medicine to becoming a macroeconomic enthusiast. He discusses the complexities of macroeconomics, the significance of bond auctions, and the current inflationary pressures affecting the economy. Robert emphasizes the challenges faced by the average American in understanding economic systems and the implications of labor market dynamics. He also explores the role of gold as a...

2 months ago

1 hour 17 minutes

Less Noise, More Signal

Jamie Coutts: Global liquidity has been slower than expected - Is it changing now?

In this conversation, Pascal Huegli and Jamie Coutts discuss the current state of the cryptocurrency market, focusing on Bitcoin's price dynamics, demand factors, and the influence of liquidity and economic growth. They analyze the role of treasury companies and ETFs in driving Bitcoin's price, compares current market conditions to previous cycles, and assesses risks associated with market positioning. They also emphasize the importance of understanding asset adoption and network growth...

2 months ago

48 minutes

Less Noise, More Signal

Ben Kizemchuk: Bank reserves are now scarce. Expect high volatility

In this conversation, Pascal Huegli and Ben Kizemchuk discuss the current state of equity markets, focusing on volatility, the implications of the VIX, and the behavior of 'garbage stocks.' They explore the financial plumbing of the U.S. system, including liquidity issues and the impact of treasury issuance. The discussion also touches on inflation trends, defensive investment strategies, and the evolution of market valuation towards a flow-based model. Huegli emphasizes the importance of und...

2 months ago

1 hour 31 minutes

Less Noise, More Signal

How to benefit from digital credit powered by Bitcoin!

In this conversation, Pascal Huegli and Johan Bergman discuss their journey into Bitcoin, the investment strategies of Michael Saylor, and the intricacies of convertible debt and preferred equity in relation to Bitcoin investments. They emphasize the importance of understanding the capital stack, credit ratings, and risk management in investment strategies. The discussion also touches on the future of Bitcoin, the role of strategic liability reserves, and the potential for new investment oppo...

3 months ago

1 hour 20 minutes

Less Noise, More Signal

Trader legend Willy Woo: A 80% Bitcoin drawdown again is possible

In this conversation, Pascal Huegli and Willy Woo discuss his journey in the Bitcoin space, the dynamics of market cycles, and the importance of liquidity. He delves into the four-year cycle of Bitcoin, the role of treasury companies, and the balance between decentralization and centralization. They also explore the use of Bitcoin as collateral, its potential as a medium of exchange, and the challenges faced by hedge fund managers in the current market environment. Chapters: ...

3 months ago

1 hour 7 minutes

Less Noise, More Signal

How your house can help you get ONE Bitcoin

In this conversation, Pascal Hugli with Joe Consorti and Smeet Bhatt, co-founders of Horizon, discuss the innovative financial product Horizon, which allows homeowners to tap into their home equity to invest in Bitcoin. They explain the mechanics of home equity investments, the potential market size, and the risks involved. They emphasize the importance of Bitcoin as a long-term investment and how Horizon aims to bridge the gap between traditional home equity and cryptocurrency investments. T...

3 months ago

52 minutes

Less Noise, More Signal

Market analyst Caleb Franzen: A key risk going forwards is interest rate volatility

In this conversation, Pascal Huegli and Caleb Franzen discuss their background in wealth management and the founding of Cubic Analytics. They delve into macroeconomic trends, particularly focusing on inflation, monetary policy, and the dynamics of risk assets like equities and Bitcoin. They emphasize the importance of understanding inflation metrics, the impact of tariffs, and the current state of the labor market. They also share insights on technical analysis, investment strategies, and the...

3 months ago

41 minutes

Less Noise, More Signal

Macro economist Henrik Zeberg: The largest bubble ever is about to pop

In this conversation, Pascal Hugli and Henrik Zeberg discuss the current economic landscape, emphasizing the inevitability of economic cycles and the importance of leading indicators in predicting recessions. They critique the notion that 'this time is different' in economic contexts, arguing that historical patterns tend to repeat. The discussion also covers the dynamics of digital assets, particularly the role of Ethereum in market movements, and the potential for an upcoming recession as e...

3 months ago

43 minutes

Less Noise, More Signal

Trader legend Benjamin Cowen: All cycles ended after THIS happened

In this conversation, Pascal Hugli and Benjamin Cowen delve into the current state of the cryptocurrency market, focusing on Bitcoin's support levels, historical trends, and the implications of September seasonality. They discuss investment strategies for Bitcoin versus altcoins, the divergence between gold and Bitcoin, and the potential impact of midterm elections on market dynamics. The conversation also covers portfolio management techniques, the relevance of market cycle indicators, and t...

3 months ago

50 minutes