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Is the Bull Market Back?
Episode 16

Is the Bull Market Back?

Last week, we had the pleasure of talking with Dr. Jeff Ross aka @VaileshireCap aka Dr. Bull (for now) to update our 2023 macro thesis for Bitcoin and the broader market. In this conversation, we cover:Bitcoin Price run-up... What's causing it?Fed...

Bitcoin Roundup by Coinbits · Coinbits

February 21, 20231h 2m

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Show Notes

Last week, we had the pleasure of talking with Dr. Jeff Ross aka @VaileshireCap aka Dr. Bull (for now) to update our 2023 macro thesis for Bitcoin and the broader market. 

In this conversation, we cover:

  • Bitcoin Price run-up... What's causing it?
  • Fed demeanor and language changes
  • Market implied rate pathway in 2023
  • Is inflation ACTUALLY easing?
  • What are the 2y/10y/30y yields telling us about Fed future actions and market expectations?
  • Are we actually going to see a recession or worse?
  • Impact of a bunch of hypothetical scenarios on financial market outlook: war, cyber pandemic, major credit event, and many more.
  • Bitcoin 2023 Price Prediction
  • How to financially prepare for any of these scenarios.

Jeff is always thoughtful, measured, and provides good justification for his (often wrong; his words not ours) predictions for the future. While this is NOT financial advise, it is a very fun and informative conversation.  We enjoyed it and are sure you will too!

Join us on Twitter Spaces every week for discussions like this!

 

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