The story of Evergrande, its larger implications, and the Chinese recession, is a fascinating one, happening in right front of our eyes. In this episode of FEDWATCH, we get to have a closer look at the details surrounding it and reflect on some of the arguments made in Episode 60. To kick things off we get to have a look at the lay of the land, depicting the kind of financial trouble that Evergrande finds itself. They are currently trying to liquidate their assets, including land, apartment unit...
Sep 29, 2021•37 min
The Deep Dive by Bitcoin Magazine is the most comprehensive, up-to-date newsletter out there. Dylan LeClair is leading this formidable project, and in today’s episode, he joins CK and Ansel Linder to talk about some of the findings from August. Of course, we cannot talk about Bitcoin without touching on the history that is currently being made in El Salvador. We dive into some of the charts that have been included in the report, like hodler net position change chart, the hash rate ribbon chart, ...
Sep 17, 2021•52 min
Hosts: Christian Keroles and Ansel Lindner In this episode of Bitcoin Magazine ’s “Fed Watch” podcast, we respond to Chairman Powell’s comments at Jackson Hole on 27 August. We listen to several important sound bites and discuss it along the way. Powell was expected to announce a Fed taper, where they begin to shrink their monthly purchase of securities in QE. We have often said that Powell is somewhat of a straight shooter relative to other central banks of the past and present. We also are hes...
Sep 08, 2021•49 min
In this special episode of Bitcoin Magazine’s “Fed Watch” podcast, we are joined by Greg Foss and Aaron Segal, two notable individuals operating in the Bitcoin space. Viewing Bitcoin from a national and global perspective, this conversation focuses on the interplay between centralization and decentralization. Aaron’s latest essay on the topic breaks down the core facets of this hierarchical authority, and in this discussion he highlights the five axioms of centralization vs. decentralization. Ex...
Aug 31, 2021•1 hr 12 min
In this episode of Bitcoin Magazine ’s “Fed Watch” podcast, hosts Christian Keroles and Ansel Lindner have a conversation about current Federal Reserve policy, headlines in the financial press, and rumors. Then we touch on PBoC and Evergrande problems in China. Lastly, the fun starts and we talk about the Infrastructure Bill and some hot takes about what to take away from it. It’s one of our longest episodes and a must listen for contrarian bitcoiner opinions .
Aug 11, 2021•1 hr 1 min
In this episode of Bitcoin Magazine’s Fed Watch podcast, hosts Christian Keroles and Ansel Lindner review Ansel’s latest article What Caused the Mid-Cycle Bitcoin Price Correction and then do a tour of recent central bank news from around the world. We also hit on the future of China, North America, and the 4th Turning. The situation developing in China is highly concerning. First they ban mining, then they ban US IPOs, they have been cracking down on technology companies effectively nationalizi...
Aug 04, 2021•40 min
In this episode of Bitcoin Magazine ’s “Fed Watch” podcast, we, your hosts Christian Keroles and Ansel Lindner, discuss my recent article How Bitcoin Will Impact El Salvador’s Geopolitics . You will hear a bullish, yet realistic, perspective on El Salvador, and learn how bitcoin can affect countries as they adopt it as a legal tender. We begin the show by talking about why this topic is important. El Salvador is blazing a trail by adding bitcoin as a legal tender and there is a lot of build up f...
Jul 21, 2021•53 min
In this episode of Bitcoin Magazine ’s “Fed Watch” podcast, we, your hosts Christian Keroles and Ansel Lindner catch listeners up on the global macroeconomic situation, discuss some financial current events, Fed taper, and of course dive into the current state of Bitcoin. The first topic is a trip around the world starting in China. The CCP surprised the market recently with a Reserve Requirement Ratio (RRR) cut. From Reuters , “Late on Friday, the People’s Bank of China (PBOC) said it will cut ...
Jul 14, 2021•37 min
The Fed Watch: Bitcoin and Macro has a podcast feed separate from Bitcoin Magazine. In your podcast app search for “Fed Watch Bitcoin and Macro”. In this episode of Bitcoin Magazine ’s “Fed Watch” podcast, we, your hosts Christian Keroles and Ansel Lindner, had the privilege of sitting down with Aaron Segal of Bitcoin Magazine and Jeff Booth, author of “The Price Of Tomorrow,” to discuss some of the pitfalls of the current dominant narratives in bitcoin and sound money. Segal is somewhat new to ...
Jun 30, 2021•1 hr 16 min
Do not forget to subscribe to the separate Fed Watch: Bitcoin and Macro podcast feed. In your podcast app search for “Fed Watch Bitcoin and Macro”. In this episode of Bitcoin Magazine ’s “Fed Watch” podcast, we, your hosts Christian Keroles and Ansel Lindner, are back from a well deserved break. We start out the show by reminiscing about the Bitcoin 2021 conference from a couple of weeks ago. It was the first time we met in person. Perhaps next time, we will record a podcast together live from t...
Jun 23, 2021•36 min
This podcast episode was recorded as a primer for Greg’s appearance at the B21 The Bitcoin Macro Landscape Panel . If you couldn’t make the conference, make sure to catch the Bitcoin 2021 YouTube live stream for day one and for day two . In this podcast recorded on May 25th, Bitcoin Magazine’s Head of Research Dylan LeClair had a discussion with credit market expert Greg Foss to discuss the macro landscape surrounding bitcoin. Greg holds over 30 years of experience in credit markets, and his bre...
Jun 08, 2021•1 hr 6 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. In this episode of Bitcoin Magazine ’s “Fed Watch” podcast, hosts Christian Keroles and Ansel Lindner welcome on to the show Parker Lewis , Head of Business Development at Unchained Capital . The main topic of this episode is supply chains, the importance of a pricing mechanism within supply chains, and of course, bitcoin’s superior ability to act as that p...
May 26, 2021•1 hr 8 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. In this episode of Bitcoin Magazine ’s “Fed Watch” podcast, hosts Christian Keroles and Ansel Lindner welcome back to the show Jeff Snider , Head of Global Research at Alhambra Partners. Jeff writes a great blog at Alhambra , is syndicated elsewhere, and creates a very thought provoking podcast with Emil Kalinowski called Making Sense: Eurodollar University...
May 19, 2021•53 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for Fed Watch - Bitcoin and Macro” on your podcast app. In this episode of Bitcoin Magazine ’s “Fed Watch” podcast, hosts Christian Keroles and Ansel Lindner sit down with Alex Gladstein , Chief Strategy Officer at the Human Rights Foundation . We dive deeply into the Petrodollar, its history, implications for the future, and lessons that we can apply to thinking about bitcoin’s growing role in the global financi...
May 12, 2021•1 hr 14 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. In this episode of Bitcoin Magazine ’s “Fed Watch” podcast, hosts Christian Keroles and Ansel Lindner sit down with Dylan Leclair from Bitcoin Magazine. Dylan is the writer of, “ The Conclusion of the Long-Term Debt Cycle and the Rise of Bitcoin ,” an article on Bitcoin Magazine using Ray Dalio’s long-term debt cycle to look at the current system and how bi...
May 05, 2021•54 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. In this episode of Bitcoin Magazine’s Fed Watch podcast, hosts Christian Keroles and Ansel Lindner listen and react to several clips from the Jerome Powell 60 Minutes interview. All audio is used under Fair Use and we add our commentary to it. You can get the full interview here and the Youtube playlist of clips here . Jay Powell, Chairman of the Federal Re...
Apr 14, 2021•43 min
Articles mentioned in the episode China Digital Yuan Will Co-Exist With Alipay, WeChat, PBOC Says https://www.bloomberg.com/news/articles/2021-03-25/china-digital-yuan-will-co-exist-with-alipay-wechat-pboc-says China Asks Banks to Curtail Credit for Rest of Year https://www.bloomberg.com/news/articles/2021-04-06/china-is-said-to-ask-banks-to-curtail-credit-for-rest-of-year ECB tries to dispel myths about CBDC https://www.finextra.com/newsarticle/37744/ecb-bids-to-bust-cbdc-myths Lagarde Says Mar...
Apr 07, 2021•48 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. iTunes: https://podcasts.apple.com/us/podcast/fed-watch-bitcoin-and-macro/id1543640492 Youtube: https://www.youtube.com/channel/UCtOV5M-T3GcsJAq8QKaf0lg Bitcoin Magazine: https://bitcoinmagazine.com Once Bitten Podcast w/ Daniel Prince https://podcasts.apple.com/us/podcast/once-bitten/id1497540130 In this episode of Bitcoin Magazine’s Fed Watch podcast, Chr...
Mar 31, 2021•53 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. iTunes: https://podcasts.apple.com/us/podcast/fed-watch-bitcoin-and-macro/id1543640492 Youtube: https://www.youtube.com/channel/UCtOV5M-T3GcsJAq8QKaf0lg Bitcoin Magazine: https://bitcoinmagazine.com Greg Foss Bitcoin Valuation Thesis as Portfolio Insurance https://rockstarinnercircle.com/foss/ LinkedIn https://www.linkedin.com/in/greg-foss-a553ab32/ In this...
Mar 24, 2021•1 hr 25 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. iTunes: https://podcasts.apple.com/us/podcast/fed-watch-bitcoin-and-macro/id1543640492 In this episode of Bitcoin Magazine ’s Fed Watch podcast, Christian Keroles and Ansel Lindner speak with Mark Moss who is a serial entrepreneur with a specialty in real estate and investing. We picked his brain about bitcoin as an asset class, monetary and fiscal policy ...
Mar 17, 2021•51 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. iTunes: https://podcasts.apple.com/us/podcast/fed-watch-bitcoin-and-macro/id1543640492 Youtube: https://www.youtube.com/channel/UCtOV5M-T3GcsJAq8QKaf0lg Bitcoin Magazine: https://bitcoinmagazine.com In this episode of Bitcoin Magazine ’s Fed Watch podcast, Christian Keroles and Ansel Lindner speak with Elliot Johnson of Evolve ETFs. Elliot and Evolve launch...
Mar 10, 2021•46 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. iTunes: https://podcasts.apple.com/us/podcast/fed-watch-bitcoin-and-macro/id1543640492 Youtube: https://www.youtube.com/channel/UCtOV5M-T3GcsJAq8QKaf0lg Bitcoin Magazine: https://bitcoinmagazine.com In this episode of Bitcoin Magazine ’s Fed Watch podcast, Christian Keroles and Ansel Lindner speak with Michael Lebowitz , a Portfolio Manager for RIA Advisors...
Mar 03, 2021•50 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. iTunes: https://podcasts.apple.com/us/podcast/fed-watch-bitcoin-and-macro/id1543640492 Youtube: https://www.youtube.com/channel/UCtOV5M-T3GcsJAq8QKaf0lg Bitcoin Magazine: https://bitcoinmagazine.com In this episode of Bitcoin Magazine ’s Fed Watch podcast, Christian Keroles and Ansel Lindner give an update on bitcoin’s price action over the last two weeks, ...
Feb 24, 2021•43 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. iTunes: https://podcasts.apple.com/us/podcast/fed-watch-bitcoin-and-macro/id1543640492 Youtube: https://www.youtube.com/channel/UCtOV5M-T3GcsJAq8QKaf0lg Bitcoin Magazine: https://bitcoinmagazine.com In this episode of Bitcoin Magazine ’s Fed Watch podcast, Christian Keroles and Ansel Lindner give an update on central bank news in relation to bitcoin. This i...
Feb 17, 2021•37 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. In this episode of Bitcoin Magazine ’s Fed Watch podcast, Christian Keroles and Ansel Lindner interview Nik Bhatia, author of Layered Money - From Gold and Dollars to Bitcoin and Central Bank Digital Currencies . Nik has a diverse background from a US Treasuries trading desk of a large institutional asset manager to being an Adjunct Professor teaching finan...
Feb 10, 2021•53 min
In this episode of Bitcoin Magazine’s “Fed Watch,” Christian Keroles and Ansel Lindner discuss the recent events around WallStreetBets (WSB) and Gamestop from a macro perspective. We spend some time setting up the history and what transpired, before diving into the meanings and implications of what happened. We try to answer the questions, “what is the goal of WSB, and were they successful?” Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. Search for “Fed Watch - Bitc...
Feb 03, 2021•44 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. It will be separate from Bitcoin Magazine. Exclusively on the new feed, starting on the next interview with the great Max Kaiser. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. Fed Watch is back with an interview of the great Max Kaiser. This one starts off getting to know Max’s background prior to bitcoin. In true Max Kaiser form, that leads to the very big picture cosmic placing of bitcoin into human ...
Jan 27, 2021•57 min
Do not forget to subscribe to the new Fed Watch: Bitcoin and Macro new feed. It will be separate from Bitcoin Magazine. Exclusively on the new feed, starting on the next interview with the great Max Kaiser. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. In this episode of Bitcoin Magazine’s “Fed Watch,” Christian Keroles and Ansel Lindner discuss the broad macroeconomic atmosphere in which bitcoin finds itself. We touch on bitcoin mining, price, the dollar, commodities, and the...
Jan 20, 2021•29 min
Find “Fed Watch”’s new RSS feed: Search for “Fed Watch - Bitcoin and Macro” on your podcast app. In this episode of Bitcoin Magazine ’s “Fed Watch,” Christian Keroles and Ansel Lindner look back at the events of the last few weeks and put them into a macro perspective. They also give us an optimistic vision of the next year that only the Bitcoin Space can offer. Topics covered Censorship and Bitcoin Twitter Macro cycles like the 4th Turning Assets like gold, the dollar, and commodities Bitcoin p...
Jan 14, 2021•32 min
Find Fed Watch’s new RSS feed. Search for “Fed Watch - Bitcoin and Macro” on your podcast app. In this episode, Christian and Ansel discuss the monetary policy of the three major central banks, the Federal Reserve, the European Central Bank, and the Bank of Japan. They step through the crisis, from the central banks’ position upon entering 2020, through the panic months of March and April, to how they all ended the year in a holding pattern. The Fed gets blamed for unleashing a flood of liquidit...
Dec 30, 2020•29 min
