Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)

Published: Sept. 18, 2023, 8:59 p.m.

Jack Farley hosts Jim Bianco of Bianco Research, Mark Yusko of Morgan Creek Capital, and Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a panel on whether the near-term macro situation will be a headwind or tailwind for crypto.\nFilmed on September 12, 2023, at Blockworks' Permissionless II in Austin, Texas.\nFollow Jim Bianco on Twitter https://twitter.com/biancoresearch\nFollow Mark Yusko on Twitter https://twitter.com/MarkYusko\nFollow Jurrien Timmer on Twitter https://twitter.com/TimmerFidelity\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n_____\nTimecodes:\n(00:00) Introduction\n(00:51) Is Macro A Headwind Or Tailwind For Crypto?\n(23:41) Will Fed Keep Interest Rates "Higher For Longer"?\n(28:53) The Banking System\n(34:14) Will There Be A Recession In 2024?\n(39:58) Final Verdict: Will Macro Be A Headwind Or Tailwind For Crypto (Or Does It Not Matter)?