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?
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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
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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
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: TRON's Massive Win | Dems Ignore Crypto | The $20M McDonalds Scam | Vitalik's Bull Post
Mega ETH vs Monad | Super Fast Ethereum
7 Ideas for Investing in Uncertain Times | Louis-Vincent Gave
Why Trump is Pro-Crypto | David Bailey
Bull Market Price Predictions With Ledger
ROLLUP: Kamala Crypto Pivot? | USDC iPhone Tap-to-Pay | WBTC Drama? | Superchain Soon?
Nate Silver: SBF, The 2024 Election, & Prediction Markets
What is Robinhood Doing in Crypto? | Co-Founder Vlad Tenev
ROLLUP: Crazy Markets Week | Prediction Markets Bad? | Zora Release | More Gensler Ls | Trump’s DeFi Sons
Macro Expert Tom Lee | What's Next For Markets?
Live: Did This Crypto Cycle Just Come To An End?
Your Constitutional Right to Crypto | Richard Jackson
ROLLUP: Record ETF Flows, Up or Down? | Trump's New Crypto Policy | California Going Onchain?
China vs. The Dollar | Diana Choyleva
Suing The SEC | Jonathan Mann & Brian Frye
“Why I’m Bullish” | Mike Novogratz
ROLLUP: ETFs Flop? | BTC on U.S. Balance Sheet? | Polymarket Booming | Japan Tanking Markets
ETH ETFs Begin Trading | Matt Hougan
Live: Eric Balchunas on The $ETH ETF Launch
Why Banks Suck, The Great Taking & How To Prepare | Mel Mattison
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