Bits + Bips: Why Investors Are Looking at the Jobs Data All Wrong - Ep. 882
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Last week’s macroeconomic data came with a twist: a massive job downward revision from the Bureau of Labor Statistics. But is it a recession signal, or just statistical…
Episode 97: Is Gold's Pain Crypto's Gain? With Noelle Acheson.
On today’s Talking Markets, Maggie Lake is joined by Crypto is Macro Now author Noelle Acheson. Up for discussion: why the gold correction is good for crypto and what it means for "the debasement trade." Also on deck: Tesla reporting earnings after market close, a bullish earnings season so far (un…
Crypto turbulence in 2025 explained: A practical guide to navigating market volatility
The crypto markets have been battered over the past several weeks with Bitcoin sinking from six-figure highs to the low-$80Ks, more than a trillion dollars wiped from crypto’s total market cap and record ETF outflows shaking investor sentiment. Unlike previous drawdowns triggered by blow-ups or bad…
Episode 115: Outlook for Bonds and Bitcoin. With Noelle Acheson.
On this episode of Talking Markets, Maggie Lake is joined by Noelle Acheson, author of the Crypto Is Macro Substack, for a deep dive December's FOMC decision. The central bank approved a quarter point rate cut, as expected, but it was was the balance sheet changes that lit a fire under risk assets.…
The Bull Run Truth Nobody Wants You to Hear
We sat down with Noelle Acheson author of Crypto Is Macro Now and one of the sharpest macro voices in the space to unpack how crypto has moved from a niche market into a real macro + geopolitical force.
In this conversation we dig into: Why the economy increasingly looks K-shaped (and what that me…
Episode 13: Is Crypto's Cycle Different This Time? With Noelle Acheson
On today’s Talking Markets, Maggie Lake is joined by Crypto is Macro Now author Noelle Acheson. Bitcoin is now deep into bear-market territory by traditional definitions, but Noelle shares why she thinks conviction in the crypto narrative remains surprisingly resilient... and discusses whether this…
Episode 37: Earnings vs. Geopolitical Pain - Which Wins? With Noelle Acheson
Despite the US blockade of the Strait of Hormuz and oil surging again, the S&P 500 remains what Crypto is Macro Now author Noelle Acheson describes as "bewilderingly" resilient. Today on Talking Markets, she sits down with Maggie Lake to discuss whether the kick-off of earnings season can provide e…
Kevin Warsh Takes Over the Fed. Here's What He Actually Can Do
Kevin Warsh is confirmed as Fed chair today. He says he wants a smaller balance sheet, fewer dot plots, less forward guidance, and new ways to measure inflation. In this clip, Noelle Acheson tells Steve Ehrlich why the bond market will veto the balance sheet goal, why fewer FOMC press conferences m…
Structural Stimulus Has Replaced the TACO Trade
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 spe…
The Bond Market Is the Boss Now: Bits + Bips
Kevin Warsh wants a smaller Fed balance sheet and fewer dot plots. Noelle Acheson says the bond market won't let him have either. Here's what she expects instead.
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