56 min listen
Bitcoin's Stumble and the Bond Market's Moment of Truth: DB- Jan11,2021
Bitcoin's Stumble and the Bond Market's Moment of Truth: DB- Jan11,2021
ratings:
Length:
31 minutes
Released:
Jan 11, 2021
Format:
Podcast episode
Description
Real Vision managing editor Ed Harrison is joined by editor Jack Farley to break down the interplay between interest rates and duration and why lower interest rates cause growth stocks to explode higher as well as what rising yields mean for risk assets and the dollar. Ed and Jack discuss Bitcoin, analyzing its volatility profile as well as its correlation to other cryptocurrencies and to traditional financial assets such as stocks and bonds. Since Bitcoin is in the hands of more institutional investors, who also own and trade traditional assets, Ed and Jack also explore whether the success of Raoul’s “wall of money” thesis means that Bitcoin will be more positively correlated to stocks and bonds going forward. Lastly, Ed shares several market dislocations that are on his horizon which are shaping his macro framework and trade ideas. In the intro, Real Vision’s Haley Draznin explains why market sentiment is dim on Monday, a modest reversal after last week’s strong start to 2021.
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Released:
Jan 11, 2021
Format:
Podcast episode
Titles in the series (100)
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