About this episode

John Haar returns to discuss the Federal Reserve's stance on inflation and its implications for the economy.

John Haar returns to Swan Signal Live for a week where the macro said the quiet part out loud. He and Brady break down Kevin Warsh's first Jackson Hole speech and why a Fed chair can never stop talking tough on inflation, the Treasury buybacks that reveal how few natural buyers long-dated bonds have left, and the shallowest bear market thesis now testing the 50-week moving average near $82,000. Plus the debasement trade's return through gold and Bitcoin ETF volumes, Lyn Alden's Wall Street Journal essay on Bitcoin as a protocol of value, and why Treasuries quietly stopped storing value.

People in this episode

Host: Brady

Guest: John Haar

Topics covered

• Federal Reserve
• inflation
• macro economics
• bear market
• Bitcoin
• gold
• Treasuries

Keywords

• inflation
• Federal Reserve
• bear market
• Bitcoin
• gold
• Treasuries
• Jackson Hole
• Kevin Warsh
• Lyn Alden

Mentioned in this episode

Organizations: Treasury, Lyn Alden, Wall Street Journal

Products: Bitcoin ETF

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