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
Multi-Proposers & The Future Of Ethereum
ROLLUP: Ethereum Foundation Sells $100M? | Telegram Founder Arrested | SEC Targets Opensea
How Crypto Is Transforming Argentina's Economy
How Crypto Fixes U.S. Debt | Fmr Speaker Paul Ryan
Why is ETH Down So Bad this Cycle? | Kyle Samani
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
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
All-In with Chamath, Jason, Sacks & Friedberg