Dan talks with CoinShares Chief Strategy Officer Meltem Demirors about the expanding domino effects from the crypto crash (1:07), why VC capital is still flowing into crypto and web3 startups (10:14), how past financial frenzies & bubbles may help reveal what’s ahead for crypto (15:35), what crypto companies can do to start creating true value with their products (18;12), and Meltem helping spark a new surge in interest for CryptoDickbutts and what they say about the future of cultural capital and memes (28:08).----Read Meltem’s latest post: “Building Market Microstructure for NFTs”Check out the writings discussed by Meltem & Dan in the episode: -Carlota Perez’s “Technological Revolutions and Financial Capital”-Fred Wilson’s “The Carlota Perez Framework”-Ben Thompson’s “The Death and Birth of Technological Revolutions”----Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer...
- This merely shows how elevated trailing EPS is due to stimulus. Here's the trailing EPS over last 30 years with regression trend & Std devs marked. On trend EPS (red line), the #SPX is on P/E of 27x. Given rising rates, recession probability, trend EPS reversion looking likely.
- Legitimate feelings but Paul could afford to wallow a bit after breakup w/o worrying about rent for a bit. In that sense it is the money. Your dad always did great interviews.
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Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.
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In this week’s episode of The Macro Setup, Guy and Dan discuss conflicting data about inflation, once-hot stocks cooling off, Cathie Wood’s ARKK ETF, and how recent lockdowns could put supply chains at risk. They were joined by Daniela Sabin Hathorn, analyst at DailyFX, who discussed bitcoin at a critical level, crude’s run above $70 and the Nikkei at twenty-year highs. Brought to you by presenting sponsors IG and OpenExchange. Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @MacroSetup.Follow Dan Nathan @RiskReversal on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalSubscribe to our YouTube channel
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