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The financial market is getting wrecked, inflation is still a problem, and bitcoin isn’t acting like the hedge that it’s supposed to be. Is this a real economic shift, or just noise? With tariffs, stagflation fears, and fiscal dominance taking center stage, hosts James Seyffart, Joe McCann, Ram Ahluwalia and Noelle Acheson break down:
- Why markets are struggling—and whether a recession or stagflation is coming
- Whether the Fed has become irrelevant
- How the stablecoin bill could rescue sales of treasuries
- Why bitcoin isn’t following gold’s rally
- The factors that could kickstart the next crypto boom
- The latest on all the dozens of crypto ETFs in the works
Sponsors: Hosts:LinksThe stagflation trade Budget bill Stablecoin bill: Solana futures Solana ad Unchained: Solana Deletes ‘Cringe’ Ad After Crypto Community Backlash
Timestamps: 0:00 Intro 1:39 Stagflation fears and which tariffs actually matter for the economy 6:11 Why the outlook for commodities is so uncertain 10:49 Is the Trump administration sabotaging itself? 16:57 Why DOGE’s role in the market is bigger than you think 23:51 Why the 10-year yield isn’t dropping as expected 28:04 Will shrinking liquidity grind the market to a halt? ️ 32:37 Why the Fed has become irrelevant 36:53 Is quantitative tightening (QT) ending? Plus, one key thing crypto investors don’t get ️ 41:13 Why a recession is not a foregone conclusion |