markets

Your morning briefing. The news you need in just 15 minutes.
On today's podcast:

1) At Jackson Hole, Post-Inflation Challenges Vex Central Bankers

2) Investors Await Jobs Report

3) Raimondo Says US-China Stability Is ‘Profoundly Important,’  

See omnystudio.com/listener for privacy information.

Europe, America and Asia are all enduring scorching heatwaves, air temperatures are repeatedly breaking records and the health impacts are alarming. But is the worst yet to come? Why risky assets are proving more resilient than investors expected despite war, inflation and the threat of recession (10:10). And Europe says farewell to its symbolic small cars (16:50).

For full access to print, digital and audio editions of The Economist, try a free 30-day digital subscription by going to www.economist.com/intelligenceoffer

Hosted on Acast. See acast.com/privacy for more information.

Your morning briefing, the business news you need in just 15 minutes.
On today's podcast:

(1) Questions grow over the Russian leader's grip on power as an almost-coup is averted.

(2) Sunak backs the Bank of England's decision to raise rates as Labour's poll lead grows.

(3) Beijing's modest economic support leaves investors disheartened.

(4) Reports suggest HSBC will move its London HQ from Canary Wharf to BT's former office in the Square Mile.

See omnystudio.com/listener for privacy information.

Your morning briefing. The news you need in just 15 minutes.
On today's podcast:

1) Trump Retains His Base With Risk of Political Violence in Focus

2) Fed & Inflation in Focus

3) UBS Completes Credit Suisse Takeover

See omnystudio.com/listener for privacy information.

Your morning briefing. The news you need in just 15 minutes.
On today's podcast:

1) Oil Rises After Saudis Pledge Million-Barrel Cut

2) Morgan Stanley Sees a Profit Drop Ending Stock Rally

3) Apple Set to Unveil Mixed-Reality Headset 

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A special live recording of the FT News Briefing at the FT Weekend Festival in Washington, DC. Our terrific colleagues played a friendly game of news trivia, and the FT’s Ethan Wu gave us a preview of his new podcast Unhedged, which comes out June 13. 

The FT News Briefing is produced by Fiona Symon, Sonja Hutson and Marc Filippino. The show’s editor is Jess Smith. Additional help by Katie McMurran, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.

Hosted on Acast. See acast.com/privacy for more information.

Bankless Weekly Rollup
First Week of April 2023

 Daily Gwei:
https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA 

Anthony Sassano:
https://twitter.com/sassal0x 

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🚀 CONSENSUS GIVEAWAY:
https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1 

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BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://bankless.cc/kraken 

🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap 

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET
https://bankless.cc/phantom-waitlist 

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask 

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Topics Covered

0:00 Intro

3:30 MARKETS
9:25 Self Custody
https://twitter.com/santimentfeed/status/1640454653900124166 
10:00 Uniswap vs Coinbase
https://twitter.com/esatoshiclub/status/1642879360473464833 
11:30 TraderJoe Arbitrum
https://twitter.com/SizeChad/status/1641780916509974529 
13:20 Nasdaq Price
https://twitter.com/ercwl/status/1641974275023200257 
15:25 Silk Road Bitcoin
https://www.docdroid.net/cAA99Gw/123-pdf 
https://twitter.com/joemccann/status/1641845646226509824 

21:30 Arbitrum Controversial Vote
https://twitter.com/0xedenau/status/1642502145839890432 
Vote: https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x3be7368a662d1cf12fa4da768d626edbc013be0dc7b994fef2e24d9a54e4033a 
Response: https://twitter.com/arbitrum/status/1642653014518366209 
Clarification: https://twitter.com/arbitrum/status/1643699348683870211 
AIP-1: https://forum.arbitrum.foundation/t/aip-1-arbitrum-improvement-proposal-framework/30 

43:50 Elizabeth Warren’s War on Crypto
Tweet: https://twitter.com/ewarren/status/1641138829162577928 
Stop: https://twitter.com/BanklessHQ/status/1641738330147569664 

50:04 Dogecoin Twitter
https://twitter.com/elonmusk/status/1642976364080041984 

51:55 Binance Interpol
https://twitter.com/cobie/status/1643030646326202370 
https://twitter.com/cobie/status/1643042169153028097  
https://cryptopotato.com/cz-says-interpol-red-notice-rumors-are-fud/ 

58:45 Euler Hack
https://twitter.com/eulerfinance/status/1643345907344379904 
https://forum.euler.finance/t/special-announcement/900 
1:02:45 Optimism RPGF
https://optimism.mirror.xyz/Upn_LtV2-3SviXgX_PE_LyA7YI00jQyoM1yf55ltvvI 
1:09:45 MEV Flashbots Attack
https://twitter.com/Mudit__Gupta/status/1642844239733071872 
https://twitter.com/hudsonjameson/status/1642806078088921094 
https://twitter.com/metachris/status/1642862456556130306 
https://twitter.com/nanexcool/status/1643325676051652612 
1:19:30 EIP-4844
https://twitter.com/peter_szilagyi/status/1642945334396551171 

1:21:24 News
Opensea Pro: https://twitter.com/openseapro/status/1643314687134556160 
Airplane Ticket NFT: https://flybondi.com/ar/ticket3puntocero 
MicroStrategy Bitcoin: https://twitter.com/BitcoinMagazine/status/1643624720598720513 
Signature Tether: https://www.bloomberg.com/news/articles/2023-04-04/signature-s-signet-provided-path-for-tether-holders 

1:24:30 zkSync Era
https://twitter.com/zksync/status/1642277357368090626 

1:31:15 Raises
Ledger: https://www.ledger.com/blog/a-message-from-pascal-gauthier-chairman-ceo-of-ledger 
LayerZero: https://www.coindesk.com/business/2023/04/04/crypto-protocol-layerzero-raises-120m-series-b-at-3b-valuation/ 
Li.Fi: https://twitter.com/lifiprotocol/status/1643226950318837768 
ENS Vision: https://twitter.com/ensvision/status/1643214583308472321 

1:34:30 Jobs
https://pallet.xyz/list/bankless/jobs 

1:37:10 Questions from the Nation
https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1 

1:40:15 TAKES
War on Cryptography: https://twitter.com/functi0nzer0/status/1641774901949259777 
FTX Credit Card: https://twitter.com/el_chapo_gb/status/1641138874205208584 

1:42:10 MEME(s) of the Week
https://twitter.com/bitcoinmagazine/status/1642955995407347712 

Moment of Zen

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures 

Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.

Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession?

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✨ BECOME A BANKLESS CITIZEN ✨
https://www.bankless.com?utm_source=YouTube&utm_medium=ChannelLinks&utm_campaign=Website! 

------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://bankless.cc/kraken 

🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap 

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET
https://bankless.cc/phantom-waitlist 

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask 

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Topics Covered

0:00 Intro
6:00 Itay Returns
8:00 Reflecting on 2022
12:04 Equi Portfolio
15:35 Threading the Needle
19:10 Destroying Wealth
26:45 Accelerating Chaos
29:10 Inflation and Monetary Supply
38:30 The Fed is Bleeding
43:30 Small Cap Stocks
46:00 Will the Fed Pivot?
55:14 Economic Recession
1:01:14 Recession Indicators
1:02:59 Hopium
1:06:24 The US Banking System
1:09:44 How to Analyze the Economy

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Resources:

Itay Vinik
https://twitter.com/VinikItay?s=20 

Equi
https://www.equi.com/ 

Links to our recent macro series
https://youtu.be/pP_HHE0kFhA 
https://youtu.be/E8lxrsF29u0 
https://youtu.be/-DzY_pCFGbI. 
https://youtube.com/live/eregdZPLYjg. 
https://youtu.be/5sNCrPAwt6w 

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures 

Your morning briefing. The news you need in just 15 minutes.
On today's podcast:

1) For the first time ever, a former US president has been indicted.

2) Reaction pours in from both sides of the aisle in Washington.

3) Donald Trump could be arraigned on charges as early as Tuesday.  

See omnystudio.com/listener for privacy information.

This episode was filmed in front of a live studio audience. 

In this episode, Patrick Bet-David and Home Team will discuss:

• Morgan Stanley on the recession 
• The housing market loses 2.3 trillion in value 
• The top 5 dirtiest cities in the US
• The New Palestine scandal 

FaceTime or Ask Patrick any questions on https://minnect.com/

Want to get clear on your next 5 business moves? https://valuetainment.com/academy/

Join the channel to get exclusive access to perks: https://bit.ly/3Q9rSQL

Download the podcasts on all your favorite platforms https://bit.ly/3sFAW4N

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Pictet Chief Strategist Luca Paolini says that while there’s a lot to be negative about these days, things aren’t as bad as they seem—even in the UK. He joins Merryn Somerset Webb on this week’s Merryn Talks Money to explain why things are looking up there and elsewhere. There’s also a chance there could be more happy surprises in 2023. According to Paolini, a ceasefire in Russia’s war on Ukraine would be a massive positive economically—one that could see commodity prices and interest rates fall, as well as a European boom. And when it comes to other investments, Paolini says avoid crypto but move some money into bonds. As for stocks, he advises think emerging markets—and don’t forget gold.

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Listen to today's top stories, with context, in just 15 minutes. Subscribe and rate our podcast here:
Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak/id1663860720
Spotify: https://open.spotify.com/show/0DPsJjKQajOKKw35Hme5af
Google: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cub21ueWNvbnRlbnQuY29tL2QvcGxheWxpc3QvZTczYzk5OGUtNmU2MC00MzJmLTg2MTAtYWUyMTAxNDBjNWIxL2QxNTY0OGM0LWNlZTAtNGU5OS1hNWNhLWFmODAwMTRkOTIxZC82NWNlMjk1NC1kOGE4LTRjNjYtOWY0Mi1hZjgwMDE0ZDkyM2UvcG9kY2FzdC5yc3M 

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Odd Lots is seven years old now, having started in late 2015. When it began, we really didn't know what the show was going to be or be about. To end 2022, we decided to revisit our very first episode, when we interviewed our legendary Bloomberg colleague Tom Keene. We talked about how he got into the business, his musical career, hockey, mutual funds, and how he learned to do charts. But we begin with newly recorded discussion about the origins of the podcast and how long ago this first episode now feels. Original version was published November 6th, 2015.

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