loader from loading.io

Deglobalization, Depression, Depopulation, and Deflation - E250

Bitcoin & Markets

Release Date: 09/08/2022

Bitcoin and Macro Reality, Plus SLOOS Data is Window Into Shadow Banking - E381 show art Bitcoin and Macro Reality, Plus SLOOS Data is Window Into Shadow Banking - E381

Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news Today's episode was recorded on February 8th. Please subscribe on YT or Rumble, links are below. Topics include a look at the macro situation in which we and bitcoin find ourselves, what to expect in the next few months. I also read through the important parts of the SLOOS data, linked below. Enjoy. Links t Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!  Links Full write up and charts YouTube: Rumble: Twitter Telegram FREE weekly newsletter ...

info_outline
Why AI Needs Bitcoin - E380 show art Why AI Needs Bitcoin - E380

Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! This is a replay of a fun after Christmas live stream. Topics of discussion were Bitcoin price and some macro charts (see YT and Rumble for video), mempool and ordinal/inscription stats, problems with AI and why it won't takeover, and lastly, I read through and discuss by recent shale oil post. Enjoy. Links Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!  Links Full write up and charts YouTube: Rumble: Twitter Telegram FREE...

info_outline
Bitcoin ETF: Wall Street vs Globalists show art Bitcoin ETF: Wall Street vs Globalists

Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this live stream replay, I discuss Jamie Dimon bashing bitcoin in front of Congress. Implicating his own daughter in crime, drug trafficking and more. Then we cover ETF news, it's getting closer. I dive into my, perhaps, oversimplified theory of the sides in the US power struggle, Wall Street Capitalists vs Marxist Globalists. Lastly, I discuss a misunderstanding of the recent reduction in Fed's reverse repo. Enjoy. Links Thanks for listening. If you are reading this, hit the like and subscribe button in your...

info_outline
The Bitcoin Cantillon Effect - E378 show art The Bitcoin Cantillon Effect - E378

Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this live stream replay, I discuss the current global financial system and why it's doomed to failure. I use a Robert Breedlove tweet as a jumping off point, to discuss government debt and Federal Reserve balance sheet's role in printing money. It is a preshow that happens over on Telegram so check that out if you want to join the community. Enjoy. Links Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!  Links Full write up and...

info_outline
Bitcoin Spikes plus Tidal Macro Forces - E377 show art Bitcoin Spikes plus Tidal Macro Forces - E377

Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this live stream replay, I discuss bitcoin's recent price action and its relation to other markets. I also spend some time trying to articulate the tidal nature of markets. We have enter a pre-recessionary time, and while prices can fluctuate or seemingly reverse for a period, like a week or two, the trend is still intact toward a recession. Pre-recession includes falling yields, rising stocks and rising safe havens. Imminent-recession period, like the 1 month before the recession officially starts, we will get a...

info_outline
Bitcoin as Geopolitical Hedge - E376 show art Bitcoin as Geopolitical Hedge - E376

Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this episode, I respond to the claim that bitcoin is not a hedge against geopolitical risk and inflation. Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!  Links Full write up and charts Read article: YouTube: Rumble: Twitter Telegram FREE weekly newsletter Value 4 Value: Fountain app: Strike: Cash App: --- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you...

info_outline
Peak Cheap Oil vs Peak Oil Demand - E375 show art Peak Cheap Oil vs Peak Oil Demand - E375

Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this episode, I react to Luke Gromen's Peak Cheap Oil theory. The basics are that demand will only go up and is price insensitive, adding in an assumption that there is some arbitrary level where oil would be too cheap to pull out of the ground. I'm on the Peak Oil Demand side of the house, where demand will fall due to global recession, deglobalization, falling credit capacity, depopulation, etc. Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or...

info_outline
Shadow Banking Secrets: Collateral Multiplier - E374 show art Shadow Banking Secrets: Collateral Multiplier - E374

Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this episode, I discuss collateral re-use and collateral multiplier. Similar to Fractional Reserve Banking, collateral rehypothication creates a hyper-elastic environment for US Treasuries, in good times. In bad times, this behemoth takes time to turn, but when it does collateral chains start to shorten and their is a move into the primary market for US Treasuries. This causes rates to at first look like a dollar shortage and turn into a collateral shortage, a certain period prior to credit events or recession....

info_outline
Futures Trading Controls Bitcoin Price?? - E373 show art Futures Trading Controls Bitcoin Price?? - E373

Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this episode, I readthrough my most recent bitcoin industry focused newsletter. Topics include futures trading controlling price, Fed's reverse repo facility declining, the Treasury Department's scheme to buy back their bonds, bitcoin mining news and, of course, price analysis for bitcoin. Enjoy. Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!  Links Full write up and charts YouTube: Rumble: Twitter Telegram FREE weekly...

info_outline
Does the Fed Really Print Money?? - E372 show art Does the Fed Really Print Money?? - E372

Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this episode, I listen to a clip from Lacy Hunt about whether or not the Fed can print money. It is taken as gospel in bitcoin that it can and that the Fed is so all-powerful it alone can destroy or prop up the economy. Of course, that opinion is wrong, the market is in charge. People will fight tooth and nail to keep their bias. Here Lacy Hunt talks about why reserves held at the Fed are not considered money, and that's all the Fed can do. Enjoy. Links Thanks for listening. If you are reading this, hit...

info_outline
 
More Episodes

Join the Telegram! Support the show as a member on bitcoinandmarkets.com!

This episode is a short clip of my Telegram live stream (also doing them as Twitter spaces) on 8 Sept 2022. The topic was a tweet thread by Mark Moss.

This is clip I detail why it is important for people to define inflation and deflation properly as changes to the money supply, and not falsely label all price level changes to "inflation". It is extremely misleading.

Mark tells us that the price decreases we've seen over the last several decades are a result of "deflation". That is wrong. Globalization was enabled by massive amounts of credit creation, and since money is credit (we have credit-based money), this was massive inflation.

The reason it is important to get the definitions right, is because price changes directly resulting from changes to the money supply (inflation or deflation) is the evil we are trying to avoid. In this case, money printing of the last 50 years led to globalization, economies of scale, artificial division of labor, and price declines. The evils of inflation was the lower prices and globalization.

Now, in the reflexive deflationary environment, birth rates to go down, mental health deteriorates, and cultures degenerate. The evils of inflation didn't look like evils, prices went down, but be other side of the coin, deflation, exposes the damage done.

Deglobalization is driven by deflation (shrinking of global credit) yet will lead to rising prices from losing efficiencies of globalization.

The natural state of things is likely higher prices, but also higher birth rates, better mental health, and flourishing cultures.

Initially, the deflationary environment exposes the evils of changing the money supply, but that forces a change in the form of money back to sound money, because the limitations of credit-based money have been reached, and the only way out is to change to a commodity money (I believe bitcoin).