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The TACO trade — the assumption that Trump will always walk back market damage — is temporary. The BLISS trade is not. In this clip, Noelle Acheson explains Gita Gopinath's thesis from the Financial Times: no government, regardless of political party or political system, will be voted out for spending to protect citizens from hardship. The put under markets is now structural. Noelle and Steve Ehrlich work through what that means for currency debasement, moral hazard, and why risk-on appetite is so strong in such an uncertain environment.
Host: Steve Ehrlich | Head of Research, Sharplink
Guest: Noelle Acheson | Author, Crypto Is Macro Now
This clip is from a longer conversation on bond yields, Kevin Warsh's Fed, and the macro outlook for Bitcoin. Full episode here: https://youtu.be/2Zi-3QmapM4
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