Episode description
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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