A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
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Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin 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.
Similar to Unchained
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
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Babbage is our weekly podcast on science and technology, named after Charles Babbage—a 19th-century polymath and grandfather of computing. Host Alok Jha talks to our correspondents about the innovations, discoveries and gadgetry shaping the world. Published every Wednesday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part of your subscription. For more information about Economist Podcasts+, including how to get access, please visit our FAQs pa ...
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The latest business and finance news from around the world, on the BBC.
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…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Bits + Bips: Why Rate Cuts Are Less Likely This Year, but Crypto's Outlook Is Positive - Ep. 839
Manage episode 484002130 series 1822984
Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin 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.
U.S. credit got downgraded. Fed policy expectations are flipping. And Coinbase hit the S&P 500 (while also being extorted).
But what does all of this mean for crypto?
On this week’s Bits + Bips, James Seyffart, Alex Kruger, Ram Ahluwalia, and Noelle Acheson break down:
Why the Moody’s downgrade doesn’t mean much for markets
Whether Fed rate cuts are now further off than expected
Why Alex says Coinbase is a “horrible product” despite S&P inclusion
How stablecoins tie into U.S. geopolitical strategy
Whether Circle should sell to Coinbase
And what the altcoin ETF delay really tells us
Plus: unemployment, yield curve control, the “Consensus vibes,” and Ram’s wild anecdote about workers gaming unemployment benefits.
James Seyffart, Research Analyst at Bloomberg Intelligence
Alex Kruger, Founder of Asgard
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
Macro
Reuters: Moody's downgrade intensifies investor worry about US fiscal path
USNews: Trump Tells Walmart to 'Eat the Tariffs' Instead of Raising Prices
Coinbase
Unchained: How the Attack on Coinbase Shows the Dangers of Centralized Exchanges
Fortune: Circle pursues IPO—but talks with Coinbase and Ripple could mean a sale, sources say
CNBC: Coinbase joining S&P 500, replacing Discover Financial
Stablecoin bill
Timestamps:
👋 0:00 Intro
💳 2:18 A big reason why the U.S. credit downgrade matters for investors
📉 7:49 Contrarian take: why souring U.S. debt could also hurt crypto
🛡️ 15:30 Do tariffs work against the U.S. military and national security?
🔁 20:14 Why the crew flipped on Fed rate cut expectations
📊 28:35 Is the U.S. about to introduce yield curve control?
🧾 35:04 Are the Mag7 stocks the new safe havens in a recession?
📈 38:54 What if the “Goldilocks” scenario is priced in, and it's wrong?
💼 44:26 Why hedge funds are secretly in a vulnerable position
🫱 49:15 What the “vibes” at Consensus 2025 revealed
💵🇨🇳 50:44 A secret threat that the stablecoin bill poses to China?
📈 57:43 What Coinbase’s S&P 500 inclusion means and why Robinhood is its biggest threat
🌀 1:07:17 Should Coinbase acquire Circle? Here’s what the panel thinks
⏳ 1:13:38 Why altcoin ETF approvals are delayed and wen staking in ETFs?
Learn more about your ad choices. Visit megaphone.fm/adchoices
885 episodes
Share
Manage episode 484002130 series 1822984
Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin 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.
U.S. credit got downgraded. Fed policy expectations are flipping. And Coinbase hit the S&P 500 (while also being extorted).
But what does all of this mean for crypto?
On this week’s Bits + Bips, James Seyffart, Alex Kruger, Ram Ahluwalia, and Noelle Acheson break down:
Why the Moody’s downgrade doesn’t mean much for markets
Whether Fed rate cuts are now further off than expected
Why Alex says Coinbase is a “horrible product” despite S&P inclusion
How stablecoins tie into U.S. geopolitical strategy
Whether Circle should sell to Coinbase
And what the altcoin ETF delay really tells us
Plus: unemployment, yield curve control, the “Consensus vibes,” and Ram’s wild anecdote about workers gaming unemployment benefits.
James Seyffart, Research Analyst at Bloomberg Intelligence
Alex Kruger, Founder of Asgard
Ram Ahluwalia, CFA, CEO and Founder of Lumida
Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
Macro
Reuters: Moody's downgrade intensifies investor worry about US fiscal path
USNews: Trump Tells Walmart to 'Eat the Tariffs' Instead of Raising Prices
Coinbase
Unchained: How the Attack on Coinbase Shows the Dangers of Centralized Exchanges
Fortune: Circle pursues IPO—but talks with Coinbase and Ripple could mean a sale, sources say
CNBC: Coinbase joining S&P 500, replacing Discover Financial
Stablecoin bill
Timestamps:
👋 0:00 Intro
💳 2:18 A big reason why the U.S. credit downgrade matters for investors
📉 7:49 Contrarian take: why souring U.S. debt could also hurt crypto
🛡️ 15:30 Do tariffs work against the U.S. military and national security?
🔁 20:14 Why the crew flipped on Fed rate cut expectations
📊 28:35 Is the U.S. about to introduce yield curve control?
🧾 35:04 Are the Mag7 stocks the new safe havens in a recession?
📈 38:54 What if the “Goldilocks” scenario is priced in, and it's wrong?
💼 44:26 Why hedge funds are secretly in a vulnerable position
🫱 49:15 What the “vibes” at Consensus 2025 revealed
💵🇨🇳 50:44 A secret threat that the stablecoin bill poses to China?
📈 57:43 What Coinbase’s S&P 500 inclusion means and why Robinhood is its biggest threat
🌀 1:07:17 Should Coinbase acquire Circle? Here’s what the panel thinks
⏳ 1:13:38 Why altcoin ETF approvals are delayed and wen staking in ETFs?
Learn more about your ad choices. Visit megaphone.fm/adchoices
885 episodes
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Similar to Unchained
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Babbage is our weekly podcast on science and technology, named after Charles Babbage—a 19th-century polymath and grandfather of computing. Host Alok Jha talks to our correspondents about the innovations, discoveries and gadgetry shaping the world. Published every Wednesday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part of your subscription. For more information about Economist Podcasts+, including how to get access, please visit our FAQs pa ...
…
continue reading
The latest business and finance news from around the world, on the BBC.
…
continue reading
Take a seat at the table and learn about the biggest stories in financial markets, the economy and business. Each week our editors and correspondents explore how economics influences the world we live in and share their insights across a range of topics. From inflation and recession risk to all things crypto and even the commercial success of K-pop, we have you covered. Published every Thursday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
The Slate Daily feed includes new episodes from more than 30 shows in the Slate Podcast Network. You'll get thought provoking analysis, storytelling, and commentary on everything from news and politics to arts, culture, technology, and entertainment. Discover new shows you never knew you were missing.
…
continue reading
Wake-up with America's first news - Host Gordon Deal goes beyond the headlines with the day's first look at news and business news from the U.S. and around the world; bringing a lively blend of intelligent information, humor, and expert analysis to morning radio.
…
continue reading
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