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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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In this episode of Navigating Bitcoin’s Noise, I am joined again by Timothy Peterson from Cane Island Research. Tim and I discuss a few of his recent charts.
One compares past Bear Markets to today’s market and another looks into the Leading Economic Index, the LEI. Tim shares how he looks at the LEI and what it signals about recession probabilities. Additionally, we discuss the potential for Bretton Woods 2.0 with Bitcoin acting as a form of reserve for smaller nations and we unpack why a Fed pivot may not be the best thing for markets. High rates for longer may be uncomfortable, but history tells us that lowering rates is likely not the best solution for this Fed conundrum.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
https://kanemcgukin.substack.com
Timothy Peterson
Twitter: https://twitter.com/nsquaredmacro
Cane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/
…
continue reading
One compares past Bear Markets to today’s market and another looks into the Leading Economic Index, the LEI. Tim shares how he looks at the LEI and what it signals about recession probabilities. Additionally, we discuss the potential for Bretton Woods 2.0 with Bitcoin acting as a form of reserve for smaller nations and we unpack why a Fed pivot may not be the best thing for markets. High rates for longer may be uncomfortable, but history tells us that lowering rates is likely not the best solution for this Fed conundrum.
If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.
Kane McGukin
Twitter: https://twitter.com/kanemcgukin
https://kanemcgukin.substack.com
Timothy Peterson
Twitter: https://twitter.com/nsquaredmacro
Cane Island Research: https://www.cane-island.digital/ | https://www.cane-island.com/
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