If you were aggregating best macro takes for Bitcoin and the economy at large, who would you add or subtract from this list and why?
Luke Gromen
Lyn Alden
Sam Callahan
TFTC
Macroscope17
James Lavish
Matthew Mezinksis
Checkmatey
Josh Mandell
Kobeissi Letter
#AskNOSTR
+ nostr:nprofile1qqsq52wnak9tu2uu7r0zk2xqla03zrk9ac7z4j9j4lf7zcws3s5jeygpr4mhxue69uhkummnw3ezucnfw33k76twv4ezuum0vd5kzmp0f7dmz9 nostr:nprofile1qqst0xtvrqlqxm0j0qpfgkuqh0wgkzl4judkvgdgd0e4d8pnyytlqlgpzpmhxue69uhkummnw3ezuamfdejsz9thwden5te0v4jx2m3wdehhxarj9ekxzmnyqyv8wumn8ghj7un9d3shjtnndehhyapwwdhkx6tpdsz909sk nostr:nprofile1qqsg2zqd8wkhpnxu6lm5c2dyfa2mhpwte57apjae2ldp6g2mmwf3ypqpz9mhxue69uhkummnw3ezuamfdejj7qgcwaehxw309ahx7um5wghxvmt59emkj73wvf5h5tcpr9mhxue69uhhyetvv9ujuumwdae8gtnnda3kjctv9urj9dyf Peter St. Onge
Somehow forgot nostr:nprofile1qqst0xtvrqlqxm0j0qpfgkuqh0wgkzl4judkvgdgd0e4d8pnyytlqlgpzfmhxue69uhk7enxvd5xz6tw9ec82cspz4mhxue69uhk2er9dchxummnw3ezumrpdejq5ccg3a on this original draft.
I’m pretty sure he (Vailshire Partners) beat every single hedge fund in performance last year.
He beat them so badly that hedge fund performance publications just left him off of the rankings completely.
Be so good they have to make up new rules to avoid embarrassment.
Props Dr. Jeff on the Savagery.
Luke Gromen gone. If I hear that fucking tard say the words “peak cheap oil” again I’ll combust. Guy says a lot without saying anything.
I like Macro Alf and I’d second Peter St. Onge
Ha! Will add macro Alf. I followed Luke because he was the first person to clearly explain the only two paths out of a debt spiral and cited Israel’s precedent on running inflation 100-200%. I appreciate when someone points to unique historical playbooks. Will keep a closer look at his takes. Thanks mate.
Oh he’s fine, I just talk shit. I’m still trying to convince myself that I understand anything that comes out of the mouth of Jeff Snider.
Should I know about Jeff Snider I don’t think I heard of him?
He does the Eurodollar University podcast. A daily I think, or rather frequently. From what I gather he’s a wiz on the Eurodollar but he also talks a lot of Macro and central bank policy.
This is perfect timing. I’ve never thought about the Eurodollar until I found out M3 stopped being tracked in part because of the inability to control the Eurodollar. Will check him out thank you!
Yeah I didn’t even know what the hell the Eurodollar was until a few years ago. I mean if someone asked me my guess would have turned out correct, but it can be complicated, or I sometimes find it so.
Parts of a draft post I am working on as to why m3 is most accurate and what it includes before tracking was discontinued:
Eurodollar Market Size
* Estimated Total Market: $14-16 trillion
* Untracked in Standard Inflation Calculations
* Potential Inflationary Contribution: 3-5% additional inflation annually
Repo Market Volume
* Daily Repo Market Transactions: $4-5 trillion
* Annual Equivalent: Approximately $1.4-1.8 quadrillion
* Potential Hidden Liquidity Impact: 2-4% additional inflation annually
Wild.
He and Lyn Alden had an in-person, friendly debate on whether QE was money printing at a bitcoin conference or something like that.
Updated List of the best Bitcoin Forward Macro Takes.
Thank you #AskNOSTR. Let me know if we missed anyone and why.
@Dr. Jeff Ross
Peter St. Onge
Jeff Snider
Luke Gromen
Sam Callahan
Macroscope17
Matthew Mezinksis
Josh Mandell
Kobeissi Letter
@AnselLindner
@preston
Peter St. Onge
@nik Bhatia
Jeff Snider
@CarlBMenger
Luke Gromen
Sam Callahan
Macroscope17
Matthew Mezinksis
Josh Mandell
Kobeissi Letter
