Alex and Shimon discuss the latest in the markets and the upcoming Bitcoin halving. Will the previous pattern of sideways action and then an upward break repeat itself? They also discuss the latest unemployment and CPI prints and how the current methodology of calculating these metrics that the federal reserve relies on for determining the monetary policy, may no longer be accurate for the post-covid world. We discuss a thesis where the actual CPI is lower, and actual unemployment is higher, which means that the federal reserve can start reversing course sooner rather than later.
We then welcome back Kristen Ragusin to the show for Part 2 of our discussion around money and scarcity.
Kristen is a professional wealth management consultant with twenty-five years of experience. Investing over $150 million, she helps clients navigate markets and achieve financial goals. She is a certified digital currency professional and earned her Master's Degree from the Fletcher School of Law and Diplomacy at Tufts University. Kristen holds certificates in FinTech from the Massachusetts Institute of Technology and in Money and Society from the University of Cumbria, London.
Alex and Kristen discuss the macro outlook, how most people mis-understand what money is, and
https://www.kristenragusin.com/
https://twitter.com/KristenRagusin
Apple Podcast: https://tinyurl.com/36u8fmbr
Spotify Podcast: https://tinyurl.com/4zv6syfc
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