About this episode

Mike and Ryan discuss the potential impact of rate hikes on a seemingly strong economy that is showing signs of weakness.

The Fed may be forced to hike into an economy that looks strong on the surface but is weakening underneath. Mike and Ryan unpack the fault lines in labor, housing, savings, and credit, why the AI trade may be rolling over, and how one final risk-off move could send Bitcoin toward $55K before the next major buying opportunity. ---- 🎯THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.cc/tdr-rss https://thedefireport.io/friends https://thedefireport.transistor.fm/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- TIMESTAMPS 0:00 Intro 0:17 Fed Hike Shock Ahead 2:36 Market Signals Tighten 6:37 Fed Independence Questioned 11:10 Economy Under Pressure 16:32 Housing Fault Lines 21:14 Dollar Strength Warning 24:17 After the Sell-Off 28:40 Global Liquidity Outlook 31:00 Portfolio Patience ---- Not financial or tax advice. For educational purposes only.

People in this episode

Host: Michael Nadeau

Guest: Ryan

Topics covered

• economy
• rate hikes
• labor market
• housing market
• savings
• credit
• Bitcoin

Keywords

• rate hikes
• economy
• labor
• housing
• savings
• credit
• Bitcoin
• AI trade
• market signals
• global liquidity

Mentioned in this episode

Organizations: The Fed, Bitcoin

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