00:00:00 - Intro
00:00:38 - What is happening between the United States and China with chip manufacturing
00:04:10 - Is the FED being weaponized against Russia and China
00:18:16 - What should people expect in the energy sector moving forward
00:25:02 - Zoltan Pozsar's quote about commodity-backed money
00:26:40 - Who's actually buying UST right now
00:30:21 - What triggers the next big FED Pivot
00:38:31 - What happens in US Real Estate with 30 year loans currently at 7.22% fixed
00:39:30 - What's your thoughts on the 3 month and 10 year treasury being at parity
00:54:31 - What's currently happening the Japanese treasury market
Bitcoin Fundamentals Podcast:
Website: https://www.theinvestorspodcast.com/bitcoin-fundamentals/ Twitter: https://twitter.com/TIP_Network
See also another post, found here on SN, with the episode on the website which has the transcript:
Luke Gromen on macro (Preston) #87194 https://www.theinvestorspodcast.com/bitcoin-fundamentals/4th-quarter-macro-overview-luke-gromen