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Similar to Unchained
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Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn’t Priced In - Ep. 814
Manage episode 476022891 series 1822984
Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
The markets are rattled. Tariffs are rising. Investors are pulling back.
In this week’s Bits + Bips, the panel digs into what’s really driving the selloff, why the Fed may be stuck, and how Trump’s tariff logic could trigger deeper economic shocks than anyone expects.
Plus:
- Whether Bitcoin becomes a safe haven
- What makes this downturn different from 2022 and 2020
- Why a potential recession still isn’t priced in
- Whether Congress can take the tariff button away from Trump
And yes, Ram coins a new term: FAFO tariffs 😀
Sponsors:
Hosts:
- James Seyffart, Research Analyst at Bloomberg Intelligence
- Alex Kruger, Founder of Asgard
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
- Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
Links
Tariffs:
- Recent coverage of Unchained on the economy and tariffs:
- Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto
- Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing?
- Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin’s Bags
- Why Trump-Induced Stagflation Could Finally Make Bitcoin a Safe Haven
- In Market Crash, What Should You Buy? Crypto VCs Are Making These Bets
10-year yield and the Fed
- CNBC: 10-year Treasury yield rises back above 4% despite tariff threat to growth
- Reuters: No Fed 'put' when it's unclear which way the economy may pivot
2008 Market Crash
- Federal Reserve: The Great Recession and Its Aftermath
- CNN: Bailout Plan Rejected - Supporters Scramble
Can Congress Step In?
- Economist: How Donald Trump’s Tariffs Will Probably Fare in Court
- Politico: Trump Threatens Veto of Bill to Curb Tariff Power
Timestamps:
👋 0:00 Intro
📉 3:30 Why this selloff feels nothing like 2022 or 2020
🪞 8:41 Why buying signals could be a mirage
🤔 11:28 Is the bear market already priced in? What investors are missing.
🏚️ 14:35 Could this turn into a fall “2008 scenario”? And what real buyers are doing now
🧮 25:57 Why Trump’s tariff math is wrong, and how it will create problems for the administration
📈 36:15 Why Trump wants the 10-year yield down, and why he’s failing
🛟 39:59 What counts as a safe haven right now, and is bitcoin one of them?
🏦 52:42 Can the Fed stand up to Trump’s pressure to cut rates?
🚫 57:56 Trump thinks that the trade deficit is a profit/loss statement. Why that’s a problem.
⚖️ 1:01:19 Can Congress pull Trump’s tariff authority?
💵 1:06:32 Can stablecoins save dollar demand?
Learn more about your ad choices. Visit megaphone.fm/adchoices
871 episodes
Share
Manage episode 476022891 series 1822984
Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
The markets are rattled. Tariffs are rising. Investors are pulling back.
In this week’s Bits + Bips, the panel digs into what’s really driving the selloff, why the Fed may be stuck, and how Trump’s tariff logic could trigger deeper economic shocks than anyone expects.
Plus:
- Whether Bitcoin becomes a safe haven
- What makes this downturn different from 2022 and 2020
- Why a potential recession still isn’t priced in
- Whether Congress can take the tariff button away from Trump
And yes, Ram coins a new term: FAFO tariffs 😀
Sponsors:
Hosts:
- James Seyffart, Research Analyst at Bloomberg Intelligence
- Alex Kruger, Founder of Asgard
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
- Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
Links
Tariffs:
- Recent coverage of Unchained on the economy and tariffs:
- Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto
- Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing?
- Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin’s Bags
- Why Trump-Induced Stagflation Could Finally Make Bitcoin a Safe Haven
- In Market Crash, What Should You Buy? Crypto VCs Are Making These Bets
10-year yield and the Fed
- CNBC: 10-year Treasury yield rises back above 4% despite tariff threat to growth
- Reuters: No Fed 'put' when it's unclear which way the economy may pivot
2008 Market Crash
- Federal Reserve: The Great Recession and Its Aftermath
- CNN: Bailout Plan Rejected - Supporters Scramble
Can Congress Step In?
- Economist: How Donald Trump’s Tariffs Will Probably Fare in Court
- Politico: Trump Threatens Veto of Bill to Curb Tariff Power
Timestamps:
👋 0:00 Intro
📉 3:30 Why this selloff feels nothing like 2022 or 2020
🪞 8:41 Why buying signals could be a mirage
🤔 11:28 Is the bear market already priced in? What investors are missing.
🏚️ 14:35 Could this turn into a fall “2008 scenario”? And what real buyers are doing now
🧮 25:57 Why Trump’s tariff math is wrong, and how it will create problems for the administration
📈 36:15 Why Trump wants the 10-year yield down, and why he’s failing
🛟 39:59 What counts as a safe haven right now, and is bitcoin one of them?
🏦 52:42 Can the Fed stand up to Trump’s pressure to cut rates?
🚫 57:56 Trump thinks that the trade deficit is a profit/loss statement. Why that’s a problem.
⚖️ 1:01:19 Can Congress pull Trump’s tariff authority?
💵 1:06:32 Can stablecoins save dollar demand?
Learn more about your ad choices. Visit megaphone.fm/adchoices
871 episodes
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Similar to Unchained
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
Take a seat at the table and learn about the biggest stories in financial markets, the economy and business. Each week our editors and correspondents explore how economics influences the world we live in and share their insights across a range of topics. From inflation and recession risk to all things crypto and even the commercial success of K-pop, we have you covered. Published every Thursday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part ...
…
continue reading
The latest business and finance news from around the world, on the BBC.
…
continue reading
Daily cybersecurity news for practitioners. Vulnerabilities, defenses, threats, network security insight, research and more to make you sound smarter as you get to the office in the morning. New each weekday.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
The Slate Daily feed includes new episodes from more than 30 shows in the Slate Podcast Network. You'll get thought provoking analysis, storytelling, and commentary on everything from news and politics to arts, culture, technology, and entertainment. Discover new shows you never knew you were missing.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
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Go offline with the Player FM app!
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