Jack Farley hosts Jim Bianco of Bianco Research, Mark Yusko of Morgan Creek Capital, and Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a panel on whether the near-term macro situation will be a headwind or tailwind for crypto.
Filmed on September 12, 2023, at Blockworks' Permissionless II in Austin, Texas.
Follow Jim Bianco on Twitter https://twitter.com/biancoresearch
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Follow Jurrien Timmer on Twitter https://twitter.com/TimmerFidelity
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Timecodes:
00:00 Introduction
00:51 Is Macro A Headwind Or Tailwind For Crypto?
23:41 Will Fed Keep Interest Rates "Higher For Longer"?
28:53 The Banking System
34:14 Will There Be A Recession In 2024?
39:58 Final Verdict: Will Macro Be A Headwind Or Tailwind For Crypto (Or Does It Not Matter)?
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
