We Study Billionaires - The Investor’s Podcast Network BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)
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Jan 11, 2023 
Join experts Joe Carlasare, a legal authority on digital asset disputes, Steven McClurg from Valkyrie Investments, and investment manager Jeff Ross as they dive into the complexities of cryptocurrency. They tackle the fallout from the FTX scandal, dissect the state of major exchanges like Binance, and analyze liquidity's role in market volatility. The discussion touches on inflation trends, fixed income challenges, and the intricacies of the U.S. versus China's economic narratives, providing insightful forecasts for Bitcoin's future.
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Global M2 and Dollar
- Global M2 increased due to other central banks manipulating their currencies against the dollar.
- This happened because a strong dollar makes US exports less competitive.
UK Yield Curve
- The UK yield curve, unlike the US, isn't inverted.
- This could reflect the unique structure of the UK bond market.
COVID's Impact on Work Ethic
- A societal shift occurred during COVID, with people becoming less willing to work menial jobs.
- This behavioral change, coupled with government support, has created a challenging labor market.
