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Macro Update
Here are this video’s topics of discussion:
I start by walking through TBL Liquidity’s unconfirmed green dot.
I then turn to the yield curve and what its recent move is signaling about where liquidity is heading.
I move on to Kevin Warsh’s first press conference, and how I am reading his intentions for the Fed.
I move on to how our approach to liquidity differs from Michael Howell’s, and why the dollar remains the name of the game.
We close on where bitcoin sits in all of this, including Johan’s State Grid and the technical level I am watching most closely.
Okay, on to today’s 25-minute video and TLDR summary.
If you prefer watching these videos on YouTube, we have attached the YouTube link under the TL;DR Section.
