In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing & tightening, and the consequences of trillion-dollar annual deficits. We also delve into the repo market, why the Fed is disconnected from inflation, the role of hard assets like Bitcoin and gold, and much more. Enjoy!
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Timestamps:
00:00 Introduction
02:11 Unpacking The Fed Decision & Dual Mandate
12:53 Quantitative Easing & Tightening
18:24 2019 Repo Spike & Dollar Shortage
24:39 Trillion-Dollar Annual Deficits
36:22 Advertisements
37:36 Why The Fed is Disconnected from Inflation
44:47 Is Bitcoin the Solution?
48:46 Gold & Bitcoin As Stores of Value
53:13 Permissionless Ad
53:54 Bitcoin Use Case For Global Sovereigns
58:58 Where to Follow James' Work
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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.
