As the PBOC and Fed shift their stances on rates and liquidity flows, the macro landscape is evolving rapidly. In this episode of Bits + Bips, we unpack how these policy changes could spark a massive surge across all asset classes—from equities and bonds to Bitcoin and crude oil.

The hosts, joined by Nikos Kargadouris, a seasoned trader, discuss why liquidity is about to flood the markets, why fears of a U.S. recession may be overblown, and how even memecoins could benefit.

Plus, are central banks close to buying bitcoin ETFs?

Show highlights:

How the PBOC's shift in policies impacted the markets and when we’ll see a “bazooka”
How market complacency and short positions on oil amid geopolitical tensions could lead to mispricing and unexpected volatility
How rising crude oil prices could slow the U.S. economy, despite the country being a net oil exporter
How strong payrolls data reduced market expectations of U.S. rate cuts
Why predictions of a U.S. recession might be off
Whether it matters for crypto who wins the elections
The chances of central banks adopting Bitcoin
What the outlook for memecoins looks like in the next months
Whether the HBO documentary about the identify of Satoshi Nakamoto will be a disappointment

Sponsors:

Hosts:

James Seyffart, Research Analyst at Bloomberg Intelligence
Alex Kruger, Founder of Asgard
Joe McCann, Founder, CEO, and CIO of Asymmetric

Guest:

Nikos Kargadouris, Chief Investment Officer of a private investment office specializing in cross-asset thematic macro and digital asset strategies.

Timestamps:

00:00 Intro
02:09 Impact of the PBOC’s policy shift and timing of the “bazooka”
15:01 Oil mispricing and volatility due to geopolitical tensions
27:30 Rising oil prices and potential U.S. economic slowdown
35:51 Strong payrolls reducing expectations for U.S. rate cuts
44:11 Why U.S. recession predictions might be wrong
50:10 Can prediction markets reflect U.S. election outcomes?
56:05 Does the election winner matter for crypto?
1:04:43 Memecoin outlook for the next months
1:15:34 Will the HBO documentary disappoint?

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Bits + Bips: Why ‘All Assets Will Go Up’ in the Near Future - Ep. 716 01:20:41 Share

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Bits + Bips: Why ‘All Assets Will Go Up’ in the Near Future - Ep. 716