In this episode of the Fed Watch podcast, due to popular demand, I welcome Tom Luongo back on the show! Tom is one of my favorite writers due to his entertaining prose and deeply refreshing insight on global macro, geopolitics, and currency markets. He is also a long-term bitcoiner, discussing it for many years in his writing and podcast. Fed Watch is the macro podcast for bitcoiners. In this episode, we start by getting a big picture view from Tom on the global situation, then dive into some sp...
May 18, 2022•1 hr 4 min
Market Mayhem and Calling the Bitcoin Bottom - FED 92 Keywords: Hosts: Ansel Lindner and Christian Keroles Listen To This Episode: Apple Spotify Google Libsyn Overcast If you enjoy this content please SHARE, LIKE, SUBSCRIBE, and REVIEW on iTunes if you listen! In this episode of the Fed Watch podcast, CK and I, along with the livestream crew, discuss macro developments relevant to bitcoin. Topics include the recent 50 bps rate hike from the Federal Reserve, a CPI preview (recorded live on Tuesda...
May 11, 2022•58 min
In this episode of the Fed Watch podcast, CK and I discuss the evolving economic situation in China and Japan, China’s lockdowns and real estate developments, and Japan’s monetary outlook. It’s been a while since we’ve discussed this part of the world, so we endeavor to give a broad overview. I recommend checking out the links below for more information as well. Of course, we also cover upcoming events for the Fed with their rate decision coming on May 4th, concerns over CPI and GDP in the US, a...
May 06, 2022•36 min
If you enjoy this content please SHARE, LIKE, SUBSCRIBE, and REVIEW on iTunes if you listen! In this episode of the Fed Watch podcast, I play the important clips from the IMF roundtable that we talked about on FED 90. CK and I talked about them on the livestream, but were unable to play them directly for you. So, here they are with a bit of commentary to guide the episode. Our original episode goes into much more depth on each of the points raised by Jerome Powell and Christine Lagarde. In gener...
Apr 28, 2022•23 min
In this episode of the Fed Watch podcast, CK and I discuss our thoughts on the “IMF debate” that took place on April 21, 2022 between Fed Chair Jerome Powell, ECB President Christine Lagarde, IMF Managing Director Kristalina Georgieva, Indonesia Finance Minister Sri Mulyani Indrawati, and Barbados Prime Minister Mia Mottley. Fed Watch is a podcast for people interested in central bank current events and how Bitcoin will integrate or replace aspects of the aging financial system. To understand ho...
Apr 27, 2022•54 min
In this episode of the Fed Watch podcast, I give a big update on central bank related news from around the world. It’s been several weeks since we’ve done a down and dirty update on material from the monetary world, so there is a lot to cover. Listen to the episode for my complete coverage. Below, I summarize Federal Reserve related headlines and their upcoming FOMC meeting, CPI and inflation expectations, Europe and the ECB’s dilemma, and lastly, China’s horrible economic issues. Fed Watch is a...
Apr 22, 2022•38 min
In this episode of the Fed Watch podcast, CK and I had the privilege to chat with Matthew Pines from the Bitcoin Policy Institute . He recently wrote the fantastic and comprehensive Bitcoin essay for policymakers and the general public, Bitcoin and US National Security: An Assessment of Bitcoin as a Strategic Opportunity for the United States . Our conversation focused on a summary of the essay, digging deeper into quality vs quantity adoption, stablecoins, ways nations view CBDCs differently, a...
Mar 30, 2022•54 min
In this episode of the Fed Watch podcast, I cover topics we were unable to cover on the weekly livestream. I go back over the importance of the Sarah Bloom Raskin withdrawal, what the Fed is thinking by signaling hawkish policy so aggressively, and do a deep dive into the emerging food crisis that could result in a continental scale famine. Fed Watch is a podcast for people interested in central bank current events and how Bitcoin will integrate or replace aspects of the aging financial system. ...
Mar 28, 2022•21 min
In this episode of the Fed Watch podcast, CK and I are joined by Benjamin Dicktor. He’s a trucker and bitcoiner who has been intimately involved in the Canadian peaceful protest earlier this year. We got an update on the donation status, the individuals’ legal status, and what bitcoin can do better to face similar attacks in the future. After that we roll into a Fed Watch update, talking about the Fed rate hike and increasingly aggressive and hawkish tone from Powell. Lastly, we cover the Russia...
Mar 23, 2022•1 hr 6 min
In this episode of Bitcoin Magazine’s Fed Watch podcast, CK and I welcome a special guest, Luke Gromen. Luke is founder and President of Forest for the Trees (FFTT) LLC , where he provides clients with macro insights and investible analysis of the global financial system. In this wide ranging conversation we dive deeply into Russia, gold, oil, the shadow banking system, bonds, you name it, we probably talked about it on the episode. Fed Watch is a podcast for people interested in central bank cu...
Mar 09, 2022•56 min
In this episode of Bitcoin Magazine’s Fed Watch podcast, CK and I continue our monthly series with Dylan LeClair, author of the Deep Dive report. We had the opportunity to go over the metrics in the bitcoin market that he is watching and is an expert in. They have a free version of the report that comes out daily, and an exclusive paid version monthly and yearly. Follow along with his slide deck here . Fed Watch is a podcast for people interested in central bank current events. Bitcoin will cons...
Mar 02, 2022•1 hr 3 min
In this episode of Bitcoin Magazine’s Fed Watch podcast, CK and I had the opportunity to sit down and have an epic conversation with Log Scale of twitter, and host of The Bitcoin Spot series of Twitter Spaces, and new YouTube channel . This episode is a big white pill for those down about the recent price dip and who think of the US as an evil empire. We get into many aspects of institutional client money coming into bitcoin this year, and why the US is likely to be one of the most friendly bitc...
Feb 23, 2022•57 min
In this episode of Bitcoin Magazine’s Fed Watch , CK and I catch up on the Freedom Convoy donation situation, dissect Jon Stewart’s wake up call with James Hoenig, former Fed President, Fed signaling around CPI and the emergency FOMC meeting, and lastly the scandal that is brewing around Sarah Bloom Raskin’s nomination being delayed. This is a longer episode where we just let the conversation go where it wants to. Fed Watch is a podcast for people interested in central bank current events. Bitco...
Feb 16, 2022•52 min
If you enjoy this content please SUBSCRIBE and REVIEW on iTunes, and SHARE! In this episode of Bitcoin Magazine’s Fed Watch , we get an update on the European Central Bank (ECB), use a candy to make the Bank of Japan interesting, and we talk about recent troubles with BlockFi and bitcoin lending. Fed Watch is a podcast for people interested in central bank current events. Bitcoin will consume central banks one day, understanding and documenting how that is happening, that’s where this show lives...
Feb 09, 2022•30 min
If you enjoy this content please SUBSCRIBE and REVIEW on iTunes, and SHARE! In this episode of Bitcoin Magazine’s Fed Watch , we have a Twitter Spaces recording of an event that took place in January of this year. The topic is inflation vs deflation, but turns into an introduction to the debate, instead of the debate itself. It is great for anyone to get started trying to understand the deflationary side of the credit bubble. In the second half of the call we do get more into the details. The ho...
Feb 08, 2022•2 hr 11 min
If you enjoy this content please SUBSCRIBE and REVIEW on iTunes, and SHARE! In this episode of Bitcoin Magazine’s “Fed Watch'', I fly solo without Christian, but get to interact with the livestream fellas at Bitcoin Magazine, Q and Alex, and answer some questions from the live audience. Topics for this episode were the new nominees for the Federal Reserve Board, the Arizona bill to make bitcoin legal tender, Evergrande and China, and finally the IMF forecast for GDP in 2022. Raskin for Vice Chai...
Feb 02, 2022•25 min
If you enjoy this content please SUBSCRIBE, and REVIEW on iTunes, and SHARE! In this episode of Bitcoin Magazine’s “Fed Watch'' podcast, Christian Keroles and I sit down with Jeff Snider, Head of Global Investment Research at Alhambra Investments and premier Eurodollar expert, for a conversation about the current and changing state of the global financial system. We cover LIBOR and SOFR, the Federal Reserve hawkish pivot, what we can learn from yield curves, and of course, bitcoin. Why LIBOR and...
Jan 26, 2022•50 min
This episode is dedicated to the Tongan recovery. Follow @LordFusitua on twitter for updates. You can find a donation link here . In this episode of Bitcoin Magazine ’s “Fed Watch'' podcast, Christian Keroles and I sat down with Dylan LeClair to talk about all Federal Reserve news, rate hikes, balance sheet normalization (QT), US government austerity, and world news. Dylan is the Head of Market Research for Bitcoin Magazine and produces the Deep Dive, a series of daily, monthly, and yearly newsl...
Jan 19, 2022•48 min
In this episode of Bitcoin Magazine ’s “Fed Watch'' podcast, Christian Keroles and Ansel Lindner record LIVE on their YouTube channel as part of their nearly daily livestream. During these shows, Alex McShane hosts a multi-hour collection of content producers live recording and community events like contests and raffles. Follow CK or myself on Twitter or Gettr to get notified on Tuesday before we go live, or mark your calendars for 2pm Eastern on Tuesdays. If you enjoyed this content please subs...
Jan 06, 2022•48 min
In this episode of Bitcoin Magazine ’s “Fed Watch'' podcast, I go over European energy charts and talk about the broader macro landscape in Europe. Once again, this was recorded LIVE on the Bitcoin Magazine YouTube channel . If you’d like to watch live, subscribe there and follow us on Twitter to get updates of times we will be on. As we get a hang of Livestreaming the show, we will be able to answer live questions from the chat for audience interaction....
Dec 22, 2021•27 min
In this episode of Bitcoin Magazine ’s “Fed Watch'' podcast, Christian Keroles and I sit down with Dylan LeClair to go over on-chain data from his popular Deep Dive newsletter. We also tied it into some macro topics involving bitcoin and central banking. Once again, this was recorded LIVE on the Bitcoin Magazine YouTube channel . If you’d like to watch live, subscribe there and follow us on Twitter to get updates of times we will be on. As we get a hang of Livestreaming the show, we will be able...
Dec 15, 2021•36 min
In this episode of Bitcoin Magazine ’s “Fed Watch'' podcast, Christian Keroles and I sit down for our first ever livestream as part of the new Bitcoin Magazine livestream. Going forward, we will be recording live at approximately 2pm eastern time every Tuesday. Come join us and as we get a hang of it, we might be able to answer live questions from the chat. This week we go on a whirlwind tour of macro. First, we listen and respond to three clips of Fed Chairman Jerome Powell’s testimony in front...
Dec 08, 2021•55 min
In this episode of Bitcoin Magazine ’s “Fed Watch'' podcast, Christian Keroles and I sit down with Tom Luongo of Gold Goats & Guns to talk about Europe and central bank politics. We go into the weeds, what’s happening behind closed doors as it were, in a discussion you won’t find on any other show. Tom’s theories revolve around his idea of the primarily European/Western elites which he sums up as Davos man. It’s a wide-ranging discussion which I outline below. You can find all of Tom’s conte...
Dec 06, 2021•1 hr 2 min
After a week off due to illness, we’re back with a new episode of Bitcoin Magazine’s “Fed Watch'' podcast. In this one, Christian Keroles and I sit down to talk about the mysterious competitive world of central banking. Topics include Powell’s reappointment and, funnily enough, what it means for the ECB. There is an epic pivot in loyalties happening right now, as the Fed takes to heart its role as the US central bank and distances itself from a responsibility to Europe. 0:00 Welcome to Fed Watch...
Nov 24, 2021•31 min
In this episode of Bitcoin Magazine ’s “Fed Watch'' podcast, Christian Keroles and I sat down to give an update on Fed news and central bank activity around the world. Topics in this episode include, people at the Federal Reserve and their positions, the Fed Stability Report, Treasury curve update and inversions, the inflation narrative, ECB and BoJ updates, and of course, bitcoin. Bitcoin Day Kansas City First, Christian and I debriefed the recent Bitcoin Day event in Kansas City where I spoke ...
Nov 10, 2021•54 min
In this episode of Bitcoin Magazine ’s “Fed Watch'' podcast, Christian Keroles and I sat down with Dylan LeClair of Bitcoin Magazine ’s Deep Dive once again. Dylan is one of the most familiar people with the niche between market technicals and bitcoin fundamentals. It was great to pick his brain over the current Federal Reserve taper and environment in which they are cutting rates. I include as many of the charts we talk about below, but you can also check out the episode on YouTube to see our s...
Nov 03, 2021•59 min
In this episode of Bitcoin Magazine ’s “Fed Watch'' podcast, Christian Keroles and I sit down with Sam Rule for the first time. Sam is a new addition to the Bitcoin Magazine team, researching and writing on their Deep Dive letters and series. His areas of interest are macro and long-term debt cycles, so, we tackle topics like monetary vs fiscal policy, Federal Reserve taper, inflation vs deflation, CPI, labor market, and bond market. He provided a great slide deck of charts where we focus much o...
Oct 27, 2021•1 hr 3 min
In this episode of Bitcoin Magazine ’s “Fed Watch'' podcast, Christian Keroles and I get you up-to-speed on Jerome Powell’s reappointment as Chairman of the Federal Reserve, the recent leaks as an attempt to sabotage that reappointment, and news and the current state of monetary policy at the European Central Bank (ECB) and the Bank of Japan (BoJ). Next, we have a lengthy conversation about the geopolitical developments as they pertain to the US, Europe, and the shift to the Pacific, tying in bi...
Oct 20, 2021•54 min
In this episode of Bitcoin Magazine ’s “Fed Watch'' podcast, Christian and I welcome back Greg Foss to the show to discuss his new articles he’s written on Bitcoin Magazine about Evergrande from a professional in the high yield credit space. We get to know Greg a little better in this one and discuss, not only the facts of the matter on Evergrande and high yield, but also his beloved Canada and some predictions of the future. --------------------------------------------- Bitcoin Magazine is back...
Oct 13, 2021•51 min
In today's episode of Bitcoin Magazine’s FEDWATCH Podcast, Christian Keroles (CK) and Ansel Lindner are talking the Fed’s impending taper, global supply chains on the brink of collapse, China’s trade war with Australia, widespread blackouts, and so much more! Tuning in, you’ll hear our takes on the stories making headlines as we reflect on expectation management as a policy tool, inflation versus deglobalization, and the ripple effects that increased demand on the retail sector during COVID will...
Oct 06, 2021•37 min
