Bonds, Inflation, and Bitcoin

In this episode of Bitcoin Magazine’s “Fed Watch'' podcast, Christian Keroles and I sit down with Sam Rule for the first time. Sam is a new addition to the Bitcoin Magazine team, researching and writing on their Deep Dive letters and series. His areas of interest are macro and long-term debt cycles, so, we tackle topics like monetary vs fiscal policy, Federal Reserve taper, inflation vs deflation, CPI, labor market, and bond market. He provided a great slide deck of charts where we focus much of the discussion, you can find those at the link below, or watch along on YouTube.

Sam's Charts: https://docs.google.com/presentation/d/18kHb23YzmI7q99KIVydBz68otu8vij90I2NdE6zX3dg/edit?usp=sharing

Follow Sam on Twitter @SamJRule.

0:00 Welcome to Fed Watch Episode #68
4:05 Sam’s background and Joining the Bitcoin Magazine team
5:52 Key Factors on the Path to understanding Bitcoin
8:20 The state of the Dalio's long-term debt cycle
9:30 What will the impact of deflation be?
12:46 The mainstream media's coverage is flawed.
14:00 understanding the various monetary instruments
16:55 Is the Fed going to start tapering?
18:52 Leon.io Ad
19:41 BM Print Version Ad
23:51 Are we experiencing Inflation?
27:56 CPI Inflation and Reopening Components
30:10 Consumer Behavior is changing
33:17 How wage pressures are impacting Inflation
35:45 Deflationary vs. Inflationary goods & services
38:46 Deficit spending and public debt
42:30 Bitcoin in a negative real-yield environment
46:05 Is there a Worldwide dollar shortage?
48:54 Central Banks are the buyers of last resort
53:22 Bitcoin is limiting the risk of rehypothecation
56:05 The Bitcoin futures ETF vs. Holding Bitcoin
59:41 Is Gary Ginsler paving the way for a Bitcoin Spot ETF?

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