Joe Burnett is joined by Caleb Franzen and Blake Davis to discuss all things macro, banking, and Bitcoin. Caleb and Blake are both esteemed macro analysts who frequently publish content on their Twitter accounts and their respective newsletters: Cubic Analytics and Blockware Intelligence.




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Follow us on Twitter:


Joe: https://twitter.com/IIICapital


Caleb: https://twitter.com/CalebFranzen


Blake: https://twitter.com/BlakeDavis50


Blockware: https://twitter.com/BlockwareTeam




Timestamps:




00:00 Thoughts on the Fed meeting + 25 BIP hike


06:46 What is going on with the banking system?


11:26 Bailouts + rate Hikes. Is this net- inflationary or net-deflationary?


19:05 Where should investors be parking their wealth?


26:23 Fed Balance Sheet


33:14 Balaji’s Hyperinflation Bet


40:46 Bitcoin as a Life Raft for CBDCs

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