In this episode, Nik brings us a global macro update to discuss recent weakness in stocks and bitcoin, and looks ahead to next week Treasury's quarterly refunding announcement. With over 30 charts from inflation to the economy to asset markets, Nik shares his analysis on the stocks/bitcoin correlation, the Fed's mistakes around rhetoric and financial conditions, and the dangers stemming from a significant devaluation of the Japanese yen.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
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