Macro

A collection of 117 posts

Podcast

144 - Web3 Is Going Great!! with Molly White

In today’s episode, Molly gives us her central claim on why web3 isn’t actually going so great, why she thinks tokens make everything worse, and why—despite acknowledging some of the good—Molly believes crypto is a net negative to the world…and probably will be in the near future.

Podcast

Did Macro Kill Crypto? with MacroAlf

Alf is the former head of a $20B investment portfolio, a passionate global macro investor, and the author of a free newsletter called, “The Macro Compass," available on Substack.

Podcast

141 - Who Stole the Wealth? with Ben Hunt

Joining us today for his second appearance on Bankless, the macro narrative gigabrain, Ben Hunt. Ben is an investor and creator of Epsilon Theory, a website, and community that examines markets through the lenses of game theory and history.

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Podcast

Debrief - The Future is Fiat

Podcast

140 - The Future is Fiat | Noah Smith

Noah Smith is a writer economist, with fiercely independent takes that he articulates with precision and clarity. We see him as a knowledgable crypto outsider, which is a rare trait we've seen throughout the posts on his blog, Noahpinion.

Article

5 Things That Break With Rising Rates

The Fed being aggressive AF - what could break with interest rates skyrocketing?

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Podcast

Debrief - Demetri Kofinas

Podcast

136 - WWIII vs the Machines | Demetri Kofinas

Demetri Kofinas is a digital entrepreneur and host of the Hidden Forces Podcast, one of our favorites.

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Podcast

Debrief | Arthur Hayes

Podcast

The Centralized Food Production Crisis | Anthony Gustin

Anthony Gustin is the host of The Natural State Podcast, author of the best-selling, “Keto Answers,” and former sports rehab clinician turned entrepreneur, amateur farmer, investor, and advisor.

Podcast

DeFi Didn't Break with Dan Morehead & Joey Krug

Many things have broken in the last few months during crypto's bear market. However, DeFi didn't break. Dan Morehead and Joey Krug explain why

Podcast

129 - Why the Crypto Critics Are Wrong | Matthew Green

Matthew Green is an Associate Professor of Computer Science at John Hopkins University, where he teaches courses, cryptography, distributed computing systems, blockchains, and cryptocurrency.

Podcast

Merge vs. Macro with Travis Kling

Travis Kling is the founder of Ikigai Asset Management, and on today's State of the Nation, we're tackling the biggest trade of the year.

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Debrief - Scariest Macro Setup In 20+ Years

Podcast

128 - Scariest Macro Setup In 20+ Years | Luke Gromen

Luke Gromen is a macro analyst and founder of Forest for the Trees, a research company that helps investors find the signal. Luke is another one of our big macro-brained guests in the same vein as Lyn Alden, Raoul Pal, and Jim Bianco.

Article

Lyn Alden: 3 Models for the Macro Endgame

Find out what this unfolding global market volatility means for crypto.

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Podcast

Debrief - Is This the End?

Podcast

127- Is This the End? | Lyn Alden

Lyn Alden is the Founder of Lyn Alden investment strategy and is a leading expert in macro markets. She focuses on long-term debt cycles and how it’s impacting crypto, fiat, bonds, and equities markets.

Podcast

126 - The Crypto Revolution | Josh Rosenthal

Josh Rosenthal is our favorite crypto native historian. He has a Ph.D. in history, and received a Fulbright Scholarship to the Sorbonne’s Institute for Advanced Studies.

Podcast

How Bad will Inflation Get? | Jim Bianco

Jim Bianco—the DeFi savvy macro investor—joins Bankless to give us the truth: how bad is it gonna get?

Podcast

EMERGENCY BEAR MARKET LIVESTREAM

What to do if you're scared!

Podcast

The Alfalfa Podcast | Layer Zero

Investing Alpha from Nick Urbani, Arman Assadi, Stephen Cesaro, and Eric Johanson

Article

How to Survive a Crypto Bear Market

To beat the bear, you have to think like the bear. Here's how...

Podcast

Robinhood's Crypto Pivot with Vlad Tenev, Co-Founder, CEO

Who? What? When?!

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Podcast

Debrief - Raoul Pal | Should We Be Scared Right Now?