Last week, we had the pleasure of talking with Dr. Jeff Ross aka @VaileshireCap aka Dr. Bull (for now) to update our 2023 macro thesis for Bitcoin and the broader market.
In this conversation, we cover:
- Bitcoin Price run-up... What's causing it?
- Fed demeanor and language changes
- Market implied rate pathway in 2023
- Is inflation ACTUALLY easing?
- What are the 2y/10y/30y yields telling us about Fed future actions and market expectations?
- Are we actually going to see a recession or worse?
- Impact of a bunch of hypothetical scenarios on financial market outlook: war, cyber pandemic, major credit event, and many more.
- Bitcoin 2023 Price Prediction
- How to financially prepare for any of these scenarios.
Jeff is always thoughtful, measured, and provides good justification for his (often wrong; his words not ours) predictions for the future. While this is NOT financial advise, it is a very fun and informative conversation. We enjoyed it and are sure you will too!
Join us on Twitter Spaces every week for discussions like this!
Links
- Follow us on Twitter: https://www.twitter.com/coinbitsapp
- The best way to introduce Bitcoin to newbies: https://www.coinbits.app
- Follow Dr. Jeff Ross on Twitter: https://twitter.com/vailshirecap
- check out Vailshire Capital Management: https://www.vailshire.com
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