Financial Plumbing Masterclass & Macro Update
In this episode, Nik teaches us about how bank deposits, money market funds, and Treasury securities interact with Fed reserves. After explanations on financial plumbing, he proceeds to break down rec...
8 Apr 202427min
Happy Birthday, Satoshi Nakamoto
In this episode, Nik is joined by Bitcoin historian Pete Rizzo on Satoshi Nakamoto's birthday. Pete explains the history of Satoshi's April 5 birthday and its significance, speaks to Bitcoin's origins...
5 Apr 202440min
India Rising Into Global Economic Powerhouse
In this episode, Nik is joined by Cognitive Investments partner Jacob Shapiro to discuss India. Jacob helps us understand the Indian political scene and gives background on the rise of current Prime M...
3 Apr 202421min
Explaining Global Banking, Basel III, & SLR
In this episode, Nik and Matt Dines provide an explainer on global banking regulations, Basel III, and leverage ratio regulations. Matt helps us understand the history of the Bank for International Se...
1 Apr 202439min
Global Macro Update: Bitcoin Is Going Higher
In this episode, Nik brings us a quarter-end global macroeconomic and markets update. He begins with a look at US inflation, walks us through Treasury yields and Fed expectations, and discusses the tu...
28 Mar 202420min
Japan's Economic Revival & How It Impacts China
In this episode, Nik is joined by geopolitical analyst Jacob Shapiro. Jacob breaks down the latest monetary policy adjustment from the Bank of Japan, but more importantly, he shares his vision on how ...
27 Mar 202434min
How The US Treasury Creates Money
In this episode, Nik is joined by monetary researcher Ritik Goyal. Ritik gives a masterclass on monetary mechanics, including how the Treasury creates money when it spends instead of borrows, why fisc...
26 Mar 202450min
Bitcoin & Gold Know Fed Has Lost Control Of The Money
In this episode, Joe is joined by Lawrence Lepard, an investment manager with Equity Management Advisors. In this all-encompassing discussion, he breaks down why Jerome Powell's tapering of the balanc...
25 Mar 202442min
