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Macro Masterclass with Cullen Roche | The Bitcoin Layer

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:

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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

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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



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Cullen Roche
Former mail delivery boy turned multi-asset investment manager, author, Ironman & chicken farmer. Probably should have stayed with mail delivery....

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