In this week's episode, we started off with a recap of Bitcoin Miami from Mark. Next we launched into March's record breaking CPI print, and where Mark sees inflation heading from here.
Next we moved into PPI (Producer Price Index) and PMI (Purchasing Manager's Index), what those economic indicators mean, and what they can tell us about the next 18 months of growth. We took a look at food inflation, various asset prices, and how investors should be thinking about the volatile environment we find ourselves in.
Finally we closed on Elon's attempted purchase of Twitter, but for that take you'll have to check out the show.
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Listen to this episode on Apple or Spotify.
Apple: https://tinyurl.com/mry8y4k3
Spotify: https://tinyurl.com/3vnnkrkw
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Timestamps:
00:00・Introduction
01:36・Takeaways From Bitcoin Miami 2022
05:08・8.5% Inflation Print
06:56・U.S. PPI Hits Record High
13:48・Chinese PMI Rolling Over
16:52・Expecting shorter cycles
23:38・Negative Asset Class Returns In 2022
28:55・Blockdaemon Ad
30:04・Financial Repression
32:07・Elon Musk Offer's To Buy Twitter
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