Hosts: Ansel Lindner and Christian Keroles

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Fed Watch is a macro podcast like no other. We question narratives and schools of thought, trying to form our own understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.

In this episode, I’m joined once again by Nolan Bauerle, new host of Bitcoin Magazine Live. We spend a good amount of time going through my macro charts for the week, you can find them in this week’s slide deck. Next, we discussed the BIS report of the missing $80 trillion in some detail. Lastly, we reviewed China’s latest economic data and discussed the state of global shipping and where we think China is going.

Join the Bitcoin and Markets telegram (link) for constant updates on bitcoin and macro, and go to bitcoinandmarkets.com (link) to sign up for my free weekly newsletter the Bitcoin Fundamentals Report.

Episode specific links

Ansel Lindner https://twitter.com/ansellindner

CK https://twitter.com/ck_snarks

Slide deck: https://tinyurl.com/4vcy9av9

Bitcoin & Markets Telegram: https://t.me/bitcoinandmarkets

BIS report: https://www.bis.org/publ/qtrpdf/r_qt2212h.pdf

China trade shrinks: https://apnews.com/article/business-china-asia-global-trade-economy-4d316f787cf4123981d47a3f5c78da7f

Global shipping shrinks: https://www.cnbc.com/2022/12/07/freight-rates-from-china-to-west-coast-down-90percent-as-trade-falls-rapidly.html

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Written by Ansel Lindner

$80 Trillion in Shadow Banking - FED 122