Dec 7, 2020
Steven’s Youtube: https://www.youtube.com/channel/UCRIQM-CUkxVazVPv980YZsw
In this interview, we are joined by macro commentator Steven Van Metre. He has become well-known for his clear articulation of a contrarian macro take which focuses around the coming recession, bonds, and the dollar.
4:06 - 4:24 Talking about Bonds and their role in the global economy.
8:42 - 11:21 Steven explains what this mean for the dollar
16:09 - 17:39 How QE works
22:17 - 24:00 Stocks V Bonds
24:32 - 26:14 Where do you see the next 5-10 years?
29:55 - 31:04 Will Bitcoin do well in a down turn?
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