Tariffs as Strategy: How Trump Wields U.S. Power
In this episode, Nik is joined by PhD economist Peter St. Onge for a masterclass on the strategic use of tariffs in Trump’s economic agenda. Peter explains how tariffs serve as strategic tools, not pr...
8 Apr 202535min
Global Macro Update: Stocks Break Down, Bitcoin Teeters Near Support
In this Global Macro Update, Nik Bhatia breaks down one of the most chaotic weeks in markets this year, using price action to explain the forces driving volatility across treasuries, stocks, Bitcoin, ...
7 Apr 202550min
BIG Shifts in U.S. Bitcoin Policy: IRS Rollbacks and Strategic Reserve Plan
In this episode, Demian Schott welcomes Yaël Ossowski of the Consumer Choice Center and Bitcoin Policy Institute to break down major shifts in U.S. Bitcoin policy. Yaël explains how Congress’s repeal ...
2 Apr 202538min
Why Bitcoin Pumped: Fed’s QT Shift Explained
In this episode, Nik explains how the Federal Reserve’s slowdown in quantitative tightening (QT) is impacting Bitcoin and risk markets. He breaks down the balance sheet mechanics behind QT, showing ho...
25 Mars 202516min
Bitcoin Jumps 5%: Fed Eases QT & Global Liquidity Shifts
In this episode, Nik decodes the Fed’s strategy as Bitcoin surges on the central bank’s decision to slow QT while maintaining its commitment to rate cuts. He breaks down what the Fed’s decision means ...
20 Mars 202532min
Global Macro Update: Recession Fears Surge, But Bitcoin and Risk Markets Bounce
In this global macro update, Nik analyzes the latest economic data and market moves, from recession fears and falling stock prices to Bitcoin’s rebound. He breaks down the drop in consumer sentiment,...
15 Mars 202534min
Bitcoin’s 21 Million Supply: Planning for Taxes, Estate & Retirement
In this episode, Nik welcomes Vaughn Kellerman of Sound Advisory to discuss financial planning for Bitcoin holders. With Bitcoin’s fixed supply of 21 million, they explore strategies for managing taxe...
12 Mars 202531min
Global Liquidity Update with Michael Howell: The Case for a U.S. Gold Revaluation Is Building
In this episode, Nik welcomes back Michael Howell, founder of CrossBorder Capital and author of Capital Wars, to discuss global liquidity and the mounting case for a U.S. gold revaluation. Howell expl...
8 Mars 202547min
