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Bits + Bips: Trump Has Spread Uncertainty Across All Markets. What’s Next? - Ep. 798
Episode 798

Bits + Bips: Trump Has Spread Uncertainty Across All Markets. What’s Next? - Ep. 798

The market is a wreck, and nobody knows where it’s going next. With Trump’s unpredictability, Fed policy on edge, and crypto in limbo, the gang examines what could turn this around—or make it even worse.

Unchained

March 12, 20251h 31mExplicit

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Show Notes

The markets are a bloodbath.

If you’re feeling lost in the markets right now, you’re not alone. Stocks are getting crushed, bonds are sliding, and crypto isn’t escaping the carnage. The question is: why is everything selling off—and where does it go from here?

One thing is clear: the next market move is extremely hard to predict. Between Trump’s economic policies, inflation worries, and DOGE’s cuts, there’s a storm of conflicting signals.

So, is this pain temporary? Or are we looking at a long trend downward?

Sponsors:

Hosts:

Guest:

Links

Recession? 

Inflation

DXY

Powell’s comments:

Bonds:

Tariffs:

Japan and the carry trade:

China’s deflation: 

Ukraine War talks: 


Timestamps:

  • 👋 0:00 Intro
  • 📉 3:05 What’s behind this brutal market selloff
  • 🤔 7:26 Why making a market prediction right now is nearly impossible
  • 🇺🇸 13:41 How Trump’s economic moves drive uncertainty
  • ⚠️ 19:37 Is the Trump administration intentionally triggering a recession?
  • 💰 20:30 The real impact of “austerity” on the economy
  • 📉 22:59 What must happen before the market bottoms out
  • 🔥 26:52 Where inflation might head next
  • 📊 36:21 What the VIX is saying about the market
  • 📉 39:00 How markets will react to today’s CPI numbers
  • 🚀 43:40 When might Trump push for tax cuts?
  • 🏦 49:19 Will ETF buyers create a bitcoin floor?
  • 💴 55:12 What a declining Japanese yen reveals about demand for risky assets
  • ₿ 1:00:35 Why BTC is the furthest that it has ever been from altcoins
  • 🛍️ 1:11:00 What new groups might step in and buy bitcoin?📉
  • 🤦‍♂️ 1:20:25 Whether the Trump administration “fucked up” the economy

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