The financial market is getting wrecked, inflation is still a problem, and bitcoin isn’t acting like the hedge that it’s supposed to be. Is this a real economic shift, or just noise?With tariffs, stagflation fears, and fiscal dominance taking center stage, hosts James Seyffart, Joe McCann, Ram Ahluwalia and Noelle Acheson break down:<ul>
<li>Why markets are struggling—and whether a recession or stagflation is coming</li>
<li>Whether the Fed has become irrelevant</li>
<li>How the stablecoin bill could rescue sales of treasuries</li>
<li>Why bitcoin isn’t following gold’s rally</li>
<li>The factors that could kickstart the next crypto boom</li>
<li>The latest on all the dozens of crypto ETFs in the works</li>
</ul>Sponsors:<ul><li><a href="https://bitwiseinvestments.com/">Bitwise</a></li></ul><h3>Hosts:</h3><ul>
<li>
<a href="https://twitter.com/JSeyff">James Seyffart</a>, Research Analyst at Bloomberg Intelligence</li>
<li>
<a href="http://x.com/joemccann">Joe McCann</a>, Founder, CEO, and CIO of Asymmetric</li>
<li>
<a href="https://x.com/ramahluwalia">Ram Ahluwalia</a>, CFA, CEO and Founder of Lumida</li>
<li>
<a href="https://x.com/NoelleInMadrid">Noelle Acheson</a>, Author of the “Crypto Is Macro Now” Newsletter </li>
</ul><h3>Links</h3>The stagflation trade<ul>
<li>Bloomberg: <a href="https://www.bloomberg.com/news/articles/2025-03-13/stagflation-trade-emerges-as-rare-winner-in-us-stock-market-rout">Stagflation Trade Emerges as Rare Winner in US Stock Market Rout</a>
</li>
<li>Reuters: <a href="https://www.reuters.com/markets/us/feds-powell-gets-chance-address-trade-war-stagflation-fears-2025-03-07/">Fed's Powell gets chance to address trade war, stagflation fears</a>
</li>
<li>
<a href="https://x.com/Noahpinion/status/1901596879374463023">Tweet</a> by Noah Smith</li>
</ul>Budget bill<ul><li>Wharton: <a href="https://budgetmodel.wharton.upenn.edu/issues/2025/2/27/fy2025-house-budget-reconciliation-and-trump-tax-proposals-effects">The FY2025 House Budget reconciliation and Trump Administration Tax Proposals: Budgetary, Economic, and Distributional Effects</a>
</li></ul>Stablecoin bill:<ul>
<li>Unchained: <a href="https://unchainedcrypto.com/stablecoin-bills-could-squeeze-out-140-billion-tether/">Stablecoin Bills Could Squeeze Out $140 Billion Tether</a>
</li>
<li>CoinDesk: <a href="https://www.coindesk.com/policy/2025/03/13/u-s-senate-takes-first-big-step-to-advance-stablecoin-bill">U.S. Senate Takes First Big Step to Advance Stablecoin Bill</a>
</li>
</ul>Solana futures<ul><li>Cointelegraph: <a href="https://cointelegraph.com/news/solana-futures-finish-first-day-of-listing-on-cme">Solana futures finish first trading day on CME</a>
</li></ul>Solana adUnchained: <a href="https://unchainedcrypto.beehiiv.com/p/so-cringe">Solana Deletes ‘Cringe’ Ad After Crypto Community Backlash</a>Timestamps:👋 0:00 Intro📉 1:39 Stagflation fears and which tariffs actually matter for the economy🌎 6:11 Why the outlook for commodities is so uncertain📊 10:49 Is the Trump administration sabotaging itself?🐶 16:57 Why DOGE’s role in the market is bigger than you think📉 23:51 Why the 10-year yield isn’t dropping as expected💰 28:04 Will shrinking liquidity grind the market to a halt?🏛️ 32:37 Why the Fed has become irrelevant🔄 36:53 Is quantitative tightening (QT) ending? Plus, one key thing crypto investors don’t get⚠️ 41:13 Why a recession is not a foregone conclusion🥇 48:25 Gold is hitting all-time highs—so why isn’t bitcoin following?🏦 51:24 How the stablecoin bill could save US government finances🚀 1:01:47 How bitcoin gets its next rally 📉 1:07:16 The hidden benefit of CME SOL futures✅ 1:12:15 The latest on pending crypto ETF approvals📣 1:17:26 Reactions to the controversial Solana ad Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

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