Hosts: Ansel Lindner and Christian Keroles

Watch this Episode: YouTube / Rumble

Clipped down episodes: Fed Watch Clips YT

Listen To This Episode: Apple / Spotify / Google / Libsyn / RSS

Slide deck for episode

Our podcast feed is changing to the Bitcoin Magazine feed! Subscribe here!

Fed Watch is a macro podcast like no other. We question narratives and schools of thought, trying to form our own understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.

In this episode, CK is back with us for a huge week in macro. We cover all the big events of the week like the Federal Reserve’s FOMC meeting and Chairman Powell’s comments, the US CPI data released on Tuesday, and finally, the big decision out of the European Central Bank about their policy changes. Of course we cover bitcoin as well, along with some other macro charts.

Join the Bitcoin and Markets telegram (link) for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com (link) to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.

Episode specific links

NEW PODCAST FEED after this episode https://anchor.fm/bitcoin-magazine-po/

Ansel Lindner https://twitter.com/ansellindner

CK https://twitter.com/ck_snarks

Slide deck: http://tiny.cc/3732vz

Bitcoin & Markets Telegram: https://t.me/bitcoinandmarkets

Powell press conference: https://youtu.be/Ho2iJXlcmR8

CPI data: https://www.bls.gov/cpi/

ECB policy changes: https://www.zerohedge.com/markets/hawkish-ecb-hikes-50bps-will-begin-qt-march-raises-inflation-expectations

If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE!

Written by Ansel Lindner

Hosts: Ansel Lindner and Christian Keroles

Watch this Episode: YouTube / Rumble

Clipped down episodes: Fed Watch Clips YT

Listen To This Episode: Apple / Spotify / Google / Libsyn / RSS

Slide deck for episode

Fed Watch is a macro podcast like no other. We question narratives and schools of thought, trying to form our own understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.

In this episode, I’m joined once again by Nolan Bauerle, new host of Bitcoin Magazine Live. We spend a good amount of time going through my macro charts for the week, you can find them in this week’s slide deck. Next, we discussed the BIS report of the missing $80 trillion in some detail. Lastly, we reviewed China’s latest economic data and discussed the state of global shipping and where we think China is going.

Join the Bitcoin and Markets telegram (link) for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com (link) to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.

Episode specific links

Ansel Lindner https://twitter.com/ansellindner

CK https://twitter.com/ck_snarks

Slide deck: https://tinyurl.com/4vcy9av9

Bitcoin & Markets Telegram: https://t.me/bitcoinandmarkets

BIS report: https://www.bis.org/publ/qtrpdf/r_qt2212h.pdf

China trade shrinks:  https://apnews.com/article/business-china-asia-global-trade-economy-4d316f787cf4123981d47a3f5c78da7f

Global shipping shrinks:  https://www.cnbc.com/2022/12/07/freight-rates-from-china-to-west-coast-down-90percent-as-trade-falls-rapidly.html

If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE!

Written by Ansel Lindner 

Hosts: Ansel Lindner and Christian Keroles

Watch this Episode: YouTube / Rumble

Clipped down episodes: Fed Watch Clips YT

Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS

Slide deck for episode

Fed Watch is a macro podcast like no other. We question narratives and schools of thought, trying to form our own understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.

In this episode, I’m joined by Nolan Bauerle, new host of Bitcoin Magazine Live. Our main topics of discussion are Jerome Powell and his Brookings Institute speech, and the growing conflict in Turkey. I had prepared some charts (you can see them in the linked slide deck above), but was not able to get to them due to time constraints. It’s a wide ranging discussion about societal signaling, monetary policy and even demographics.

Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.

THIS EPISODE’S SPONSORS:

Bitcoin 2023 Miami - https://b.tc/conference/

Bitcoin Magazine - https://store.bitcoinmagazine.com/

Bitcoin Magazine Pro - https://bitcoinmagazine.com/tags/bitcoin-magazine-pro

Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!

https://b.tc/conference/2023

Use promocode: BMLIVE for 10% off everything in our store!

Hosts: Ansel Lindner and Christian Keroles

Watch this Episode: YouTube / Rumble

Clipped down episodes: Fed Watch Clips YT

Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS

Slide deck for episode

Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.

In this episode, CK and I celebrate Thanksgiving by telling what we're thankful for in Bitcoin. Our main topics include the bitcoin chart and review of the FTX and GBTC story. Next, we drill down on the Fed’s recently released FOMC minutes, mixed messaging from board members and likelihood of policy direction. The last topic for the day is China, starting with the riots at Foxconn and then a general discussion about their demographics.

Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.

THIS EPISODE’S SPONSORS:

Bitcoin 2023 Miami - https://b.tc/conference/

Bitcoin Magazine - https://store.bitcoinmagazine.com/

Bitcoin Magazine Pro - https://bitcoinmagazine.com/tags/bitcoin-magazine-pro

Lower your time preference and lock-in your B

Hosts: Ansel Lindner and Christian Keroles

Watch this Episode: YouTube / Rumble

Clipped down episodes: Fed Watch Clips YT

Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS

Slide deck for episode

Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.

In this episode, CK and I cover our reactions to the FTX debacle, the latest CPI numbers out of the US, the new CBDC pilot by the Federal Reserve and banks, and touch on the G20 meeting in Bali. We run out of time at the end and don’t cover it as well as I’d like to, but perhaps I’ll remedy it with a supplemental episode before next week.

Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.

Link mentioned in the podcast: Jason Choi’s definitive FTX thread

THIS EPISODE’S SPONSORS:

Bitcoin 2023 Miami - https://b.tc/conference/

Bitcoin Magazine - https://store.bitcoinmagazine.com/

Bitcoin Magazine Pro - https://bitcoinmagazine.com/tags/bitcoin-magazine-pro

Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!

https://b.tc/conference/2023

Use promocode: BMLIVE for 10% off everything in our store!

Hosts: Ansel Lindner and Christian Keroles

Watch this Episode: YouTube / Rumble 

Clipped down episodes: Fed Watch Clips YT

Listen To This Episode:  Apple / Spotify / Google / Libsyn / Overcast / RSS

Slide deck for episode

Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.

In this episode, CK and I cover Jerome Powell and the FOMC policy decision in depth, quoting the Federal Reserve itself, Powell, and other financial experts. Of course, we give our own opinions on the matter, as well. After Fed Day content we move onto charts, starting with bitcoin and the dollar, and moving onto Treasury securities rates. Lastly, we discuss the diesel shortage brewing on the US east coast.

Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.

Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount! 

https://b.tc/conference/2023

Use promocode: BMLIVE for 10% off everything in our store!

https://store.bitcoinmagazine.com/

Check out the Bitcoin Magazine products presented dur

Hosts: Ansel Lindner and Christian Keroles

Watch this Episode: YouTube / Rumble 

Clipped down episodes: Fed Watch Clips YT

Listen To This Episode:  Apple / Spotify / Google / Libsyn / Overcast / RSS

Slide deck for episode

Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.

In this episode, CK and I cover extremely important updates for the future of the global economy. First, we talk about the Bitcoin breakout. Then continue rolling through several more macro charts, including currencies, US Treasury yields, European natural gas prices, and finally freight rates, both bulk dry and container rates. Lastly, we listen to several clips from a China expert on what happened at the 20th Party Congress, and what it means for the future of China.

Here is the original video source of the clips.

Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.

Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount! 

https://b.t

Hosts: Ansel Lindner and Christian Keroles

Watch this Episode: YouTube / Rumble

Clipped down episodes: Fed Watch Clips YT

Listen To This Episode: Apple / Spotify / Google / Libsyn / Overcast / RSS

Slide deck for episode

Fed Watch is a macro podcast, true to bitcoin’s rebel nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across the globe, with an emphasis on central banks and currencies.

In this episode, CK and I cover a large chunk of the ongoing macro news. First, we update the situation in the UK Gilt market. Then swing over the China to cover developments from the 20th Party Congress, the real estate market, and the general investment climate. Lastly, we discuss the European energy crisis and current storage situation.

Join the Bitcoin and Markets telegram for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.

Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!

https://b.tc/conference/2023

Use promocode: BMLIVE for 10% off everything in our store!

https://store.bitcoinmagazine.com/