In this episode, Nik brings us a quarter-end global macroeconomic and markets update. He begins with a look at US inflation, walks us through Treasury yields and Fed expectations, and discusses the tug of war between fiscal dominance and restrictive monetary policy. Finally, he closes with some important thoughts on bitcoin price action.

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Nik Bhatia's Twitter:   / timevalueofbtc  
Research Associate Joe Consorti's Twitter:   / joeconsorti  
Creative Director Matthew Ball's Twitter:   / matthewrball  

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Chapters:
00:00:00 - Global Macroeconomic Update and Bitcoin Price
00:02:19 - Hot areas of inflation and central bank actions
00:04:23 - Interest Rate Cuts and Future Market Pricing
00:06:42 - The Inversion of the Policy Rate
00:08:55 - The Relationship Between Oil and Gold
00:11:12 - Oil to Gold Ratio and Fiscal Dominance
00:13:25 - The Borrower in the Private Sector
00:15:38 - Bitcoin Price Action and Volatility
00:17:44 - Mentally Preparing for Market Drawdowns