Goodbye Recession: Welcome to the 2025 Econom...

In this Global Macro Update, Nik explains why he believes the current global bond meltdown and liquidity contraction will end in a massive global money print. He walks through the global balance sheet, $600 trillion in real assets, $600 trillion in financialized assets, and $600 ...  عرض المزيد

In this episode, Nik explains why he thinks this week's inflation data is the most important economic release of the year, with PPI and CPI landing days before the Fed's September 16 decision. He covers why treasury bills lead the Fed and have been pricing hikes since May, how Ke ...  عرض المزيد

We are rejoined by Nik Bhatia, author of Layered Money, to get his perspective on the bond market, the global economy, and bitcoin. Why did bonds have their worst year ever? Why is Nik convinced a recession is looming? How does he see the bond market developing in the medium a ...

This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF an ...

The stock market is at a crossroads. After the strongest back-to-back years for the S&P 500 since the late 1990s, investors are wondering what to expect in 2025. Will higher productivity, stronger earnings, and D.C. deregulation win out and propel equities higher? Or will higher- ...  عرض المزيد

Luke Gromen unpacks the dynamics of stablecoins and T-bills, Bitcoin’s role as a fiscal policy marker, and the implications of yield curve control. We delve into U.S. dollar devaluation, global liquidity in 2025, and the interplay of tariff threats and international Bitcoin reser ...  عرض المزيد