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...
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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...
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...
Less Noise, More Signal
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...
