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Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage

Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage

FromThe Breakdown


Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage

FromThe Breakdown

ratings:
Length:
47 minutes
Released:
Jun 23, 2020
Format:
Podcast episode

Description

Today on the Brief: New Federal Reserve research suggests reaction to Facebook’s Libra basket approach was overblown Italian Banking Association pushing to test a digital euro U.S. housing has worst month since 2010 Our main conversation: Earlier this month, Messari hosted the Mainnet virtual summit. At that event, NLW moderated a session called “Macro Investors Sound Off!” featuring BlockTower Capital’s Ari Paul, Blockchain Capital’s Spencer Bogart and Arca’s David Nage.  The discussion included: The evolution of the Fed put and how it shapes the markets  How the collision of Bitcoin’s halving and the Fed’s reaction to COVID-19 created a powerful narrative moment Why the “Money Printer Go BRR” meme was so effective Why the Paul Tudor Jones letter was hugely influential within family offices Why these investors expect to see some significant announcements around bitcoin exposure from traditional investors in the months to come  Find our guests online: Ari Paul: @AriDavidPaul Spencer Bogart: @CremeDeLaCrypto David Nage: @DavidJNage Watch the rest of Messari’s Mainnet 2020 sessions.
Released:
Jun 23, 2020
Format:
Podcast episode

Titles in the series (100)

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of The Breakdown Network.