Summary:
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sat down with Cullen Roche, author, macro investor, and Chief Investment Officer at Discipline Funds. Cullen discusses the current macroeconomic environment, similarities and differences to 2008, and how stocks will respond as we reach peak interest rates for this cycle. Follow Cullen on Twitter: https://twitter.com/cullenroche Cullen's Book 'Pragmatic Capitalism': https://www.amazon.com/Pragmatic-Capitalism-Every-Investor-Finance/dp/1137279311/ New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe to TBL on Substack:
Topics:
Cullen Roche considers the following as important:
This could be interesting, too:
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sat down with Cullen Roche, author, macro investor, and Chief Investment Officer at Discipline Funds. Cullen discusses the current macroeconomic environment, similarities and differences to 2008, and how stocks will respond as we reach peak interest rates for this cycle. Follow Cullen on Twitter: https://twitter.com/cullenroche Cullen's Book 'Pragmatic Capitalism': https://www.amazon.com/Pragmatic-Capitalism-Every-Investor-Finance/dp/1137279311/ New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe to TBL on Substack:
Topics:
Cullen Roche considers the following as important:
This could be interesting, too:
Michael Hudson writes Beyond Surface Economics: The Case for Structural Reform
Mike Norman writes Oh no…Eva Langoria leaving the U.S.!!!
Merijn T. Knibbe writes Argentina bucks the trend. Vitamin A deficiencies are increasing
Mike Norman writes Wishful Thinking
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. Nik sat down with Cullen Roche, author, macro investor, and Chief Investment Officer at Discipline Funds. Cullen discusses the current macroeconomic environment, similarities and differences to 2008, and how stocks will respond as we reach peak interest rates for this cycle. Follow Cullen on Twitter: https://twitter.com/cullenroche Cullen's Book 'Pragmatic Capitalism': https://www.amazon.com/Pragmatic-Capitalism-Every-Investor-Finance/dp/1137279311/ New YouTube videos every Wednesday and Friday. New Substack posts every Tuesday, Thursday & Saturday. Thanks to our Sponsor! VOLTAGE: https://TheBitcoinLayer.com/voltage Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer Follow TBL on LinkedIn: https://linkedin.com/company/TheBitcoinLayer Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer Follow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Subscribe and turn on notifications for TBL on YouTube. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Sign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistory Contribute to The Bitcoin Layer via Lightning Network: [email protected] Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball Block Height 766372 #TheBitcoinLayer #NikBhatia #CullenRoche #DisciplineFunds #Global #Macro #Bitcoin #BTC #FED #Treasuries #Correlation #Market #Recession #Currency #Crypto #Analysis #Investment #News #Finance #Economics #Education |