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What To Expect From Friday's Fed Meeting In Jackson Hole

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Manage episode 501601581 series 2592246
Content provided by The Mining Pod and Blockspace Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Mining Pod and Blockspace Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome back to The Mining Pod! Today, Vuk Vuković, economist and co-founder of Oraculum Fund, joins us to talk about Jackson Hole expectations, Fed Chair Powell's next moves, Trump's pressure for rate cuts, tariff negotiations, and why Bitcoin now trades like a traditional risk asset. Vuković shares insights from his fund's unique crowd-sourced prediction methodology that accurately called Trump 2016 and Brexit.

Fill out the Orca Survey! https://survey.oraclum.co.uk/

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

NOTES:

• Orca Fund grew from $700K to $75M in 2.5 years

• Fund targets 30% annualized returns via volatility

• US debt-to-GDP ratio now 120% vs 25% in 1970s

• Markets pricing in September Fed rate cut

• Bitcoin correlation with Nasdaq hurts hedge value

• Gold replacing bonds in 60/40 portfolios

Timestamps:

00:00 Start

01:36 Vuk Vuković intro

03:36 Value of Volatility

05:02 Methodology

08:25 Jackson Hole Thoughts

11:14 Colorado Air Filter

12:15 Cutting rates

15:18 Powell Predictions

16:10 Companies Absorbing Tariffs

17:33 Equities Market

22:01 What's the Market Pricing In?

23:49 BTC September Dips

25:39 Prediction Markets

26:10 Cleanspark

26:38 Risk Assets

28:29 Gold

30:34 Hedging Strategy

31:59 Tariffs

35:58 Strategy of Rate Cuts

37:18 BTC Price Drop?

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Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

449 episodes

Artwork
iconShare
 
Manage episode 501601581 series 2592246
Content provided by The Mining Pod and Blockspace Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Mining Pod and Blockspace Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome back to The Mining Pod! Today, Vuk Vuković, economist and co-founder of Oraculum Fund, joins us to talk about Jackson Hole expectations, Fed Chair Powell's next moves, Trump's pressure for rate cuts, tariff negotiations, and why Bitcoin now trades like a traditional risk asset. Vuković shares insights from his fund's unique crowd-sourced prediction methodology that accurately called Trump 2016 and Brexit.

Fill out the Orca Survey! https://survey.oraclum.co.uk/

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

NOTES:

• Orca Fund grew from $700K to $75M in 2.5 years

• Fund targets 30% annualized returns via volatility

• US debt-to-GDP ratio now 120% vs 25% in 1970s

• Markets pricing in September Fed rate cut

• Bitcoin correlation with Nasdaq hurts hedge value

• Gold replacing bonds in 60/40 portfolios

Timestamps:

00:00 Start

01:36 Vuk Vuković intro

03:36 Value of Volatility

05:02 Methodology

08:25 Jackson Hole Thoughts

11:14 Colorado Air Filter

12:15 Cutting rates

15:18 Powell Predictions

16:10 Companies Absorbing Tariffs

17:33 Equities Market

22:01 What's the Market Pricing In?

23:49 BTC September Dips

25:39 Prediction Markets

26:10 Cleanspark

26:38 Risk Assets

28:29 Gold

30:34 Hedging Strategy

31:59 Tariffs

35:58 Strategy of Rate Cuts

37:18 BTC Price Drop?

👉CleanSpark, America's Bitcoin Miner!

CleanSpark (Nasdaq: CLSK), America's Bitcoin Miner!®, is a market-leading, pure play Bitcoin miner with a proven track record of success. They own a fully self-operated portfolio of mining facilities across the U.S. powered by globally competitive energy prices. CleanSpark sits at the intersection of Bitcoin, energy, operational excellence and capital stewardship to monetize low-cost, high reliability energy while securing the most important finite, global asset – Bitcoin.

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.

👉 Colorado Air Filter, Leaders In Mining HVAC Solutions!

Pick from 6 different filtration brands from MERV 8 pleats to HEPA filters. Get your mine in top shape before the heat and dust of this summer comes! Contact [email protected]

Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

449 episodes

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