Joining us today is the Head of Research at Coinbase, David Duong, and macro is on the menu.
We’re talking yield curves, election fears, US equities, and if macro economics is even real.
And finally, David walks us through the recession. Is it delayed, is it cancelled, is it already here?
-----
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
------
📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud
https://bankless.cc/layer-zero
------
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo
-----
RESOURCES
David Duong
https://www.linkedin.com/in/david-duong-cfa/
Quarterly Outlook: Crypto Markets in 10 Charts
https://www.coinbase.com/institutional/research-insights
-----
Chapters:
0:00 Intro
9:38 Is Everything Going Alright?
13:09 Is Macro Economics even Real?
16:43 Government Fiscal Spending
21:44 Election Impact
24:11 US Exceptionalism?
29:14 The Impact of Fiscal Stimulus
38:30 How important is Cash?
45:29 US Equities
52:23 Student Loans
56:39 Recession Talk
-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: CZ Steps Down From Binance | SEC Attacks Kraken | Argentina's Crypto President
Sam Altman Fired as OpenAI CEO, Joins Microsoft?
197 - Software Eating the State with Sammuel Hammond
ROLLUP: Bull Market Week 2 | Blackrock ETH ETF | WSJ vs Crypto
Vivek Ramaswamy’s Presidential Platform for Crypto
When Will $ETH Pump?
What David Learned at Solana Breakpoint
196 - 10 Timeless Lessons for Crypto Investors With Morgan Housel
ROLLUP: The Bull Market is On | Ethereum ETF | Near Layer2
Bankless Takes | Solana vs Ethereum
David @ Solana Breakpoint | Anatoly & Austin
195 - The Bull Case for $COIN | Michael Rinko & Jay
ROLLUP: SBF Found Guilty | Solana Dominance | Celestia Airdrop
Bitcoin ETFs: Bullish or Bearish? with Alex Thorn
194 - How Crypto Saves The Internet | Li Jin & Eugene Wei
ROLLUP: WSJ Lies About Crypto | SBF Testifies | Markets Pumping
The Bull Case for $LINK (Chainlink) | ChainLinkGod & Fishy Catfish
Is the Crypto Bull Market Back? with Up Only's Ledger
The US Government is Trying to Kill Crypto | Miller Whitehouse-Levine and Jason Schwartz
193 - Lyn Alden's Masterclass On Money
Create your
podcast in
minutes
It is Free
Insight Story: Tech Trends Unpacked
Zero-Shot
Fast Forward by Tomorrow Unlocked: Tech past, tech future
Lex Fridman Podcast
The Unbelivable Truth - Series 1 - 26 including specials and pilot