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What Deflation Means for Crypto, Gold and Tech | Weekly Roundup
Manage episode 428676968 series 2896106
In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps and commodities. Thanks for tuning in!
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Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow Mike: https://x.com/MikeIppolito_
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_
On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
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Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(00:00) Introduction
(01:11) CPI & Inflation Outlook
(13:05) Avalanche Ad
(14:30) Equity Outlook
(25:13) Labor Market Conditions
(34:54) Permissionless Ad
(35:34) German Gov & Mt Gox Supply Overhang
(45:01) Crypto vs Gold Catch Up Trade
(55:06) Evolving Politics Culture
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Timestamps:
377 에피소드
Manage episode 428676968 series 2896106
In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps and commodities. Thanks for tuning in!
--
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow Mike: https://x.com/MikeIppolito_
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_
On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
--
Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/
--
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:11) CPI & Inflation Outlook
(13:05) Avalanche Ad
(14:30) Equity Outlook
(25:13) Labor Market Conditions
(34:54) Permissionless Ad
(35:34) German Gov & Mt Gox Supply Overhang
(45:01) Crypto vs Gold Catch Up Trade
(55:06) Evolving Politics Culture
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Timestamps:
377 에피소드
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