Thomas Mayer, Founding Director of Flossbach von Storch, discusses the shifting global bond market, the clash between fiscal and monetary policy, and the outlook for US versus European assets amidst rising trade tensions.
*This video was recorded on May 22, 2025.
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0:00 – Intro
1:05 – Tariff pause global implications
4:37 – Stock market outlook in light of US-China
9:50 - Bonds
12:03 – The Fed
14:30 – American exceptionalism
16:10 – S&P500
17:53 – Asset allocation
20:36 – European markets
23:38 – Risk to financial stability
26:14 – US vs. Eurozone growth
28:32 - Milei-type austerity for US debt?
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Marco Santori, Former Senior Advisor at Kraken and new General Partner at Pantera Capital, discusses America's Bitcoin strategic reserve strategy and the accelerating global crypto arms race between major economies.
*This video was recorded on March 20, 2025.
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Sandy Kaul, Senior VP of Digital Asset & Industry Advisory Services at Franklin Templeton, discusses the Trump administration's crypto regulatory overhaul, the coming tokenization of traditional assets from ETFs to real estate, and why institutions are bullish while retail remains bearish in the current market cycle.
*This video was recorded on March 20, 2025.
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Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses his recession warning for late 2025, the bond market surge driven by regime uncertainty, and why the Fed's focus on interest rates over money supply is fueling economic instability.
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*This video was recorded on May 22, 2025.
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Jason Urban, Global Head of Trading at Galaxy Digital, discusses the massive institutional adoption wave hitting crypto markets in 2025 and Galaxy's strategic evolution from Bitcoin mining to AI data centers following their hard-fought NASDAQ listing.
*This video was recorded on May 20, 2025.
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0:00 - Intro
1:19 - Crypto trading
3:05 - Bitcoin macro forces
6:31 - Trends in institutional adoption
8:41 - Altcoin season
13:53 - Liquidity and volatility
15:39 - Bitcoin forecasting
17:09 - Markets heading into 2026
19:02 - Galaxy listing
22:16 - Core mission and risk mitigation
24:55 - Trading
26:14 - AI pivot
29:42 - AI and blockchain integration
30:22 - Altcoin evaluation
32:36 - Lessons
Andrew Hohns, CEO of Newmarket Capital and Battery Finance, discusses the Bit Bonds proposal for US Treasury and the strategic benefits of Bitcoin reserves for reducing government costs of capital.
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*This video was recorded on May 16, 2025.
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0:00 - Intro
1:16 - BTC Vegas conference
2:41 - Crypto adoption
4:41 - New Hampshire crypto reserve
9:58 - BitBonds
16:20 - Bitcoin vs. USD
18:05 - Bitcoin applications
22:05 - Medium of exchange
24:34 - Institutional adoption
27:40 - Decentralization
30:02 - Andrew’s history with Bitcoin
31:40 - Policy changes
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Patrick Higgins, Policy Adviser, Economist, and creator of the GDPNow model at the Federal Reserve Bank of Atlanta, explains the projection of 2.4% economic growth for Q2 2025 following negative Q1 performance, while discussing the methodological distinction between hard and soft economic data in forecasting accuracy.
*This video was recorded on May 19, 2025.
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0:00 - Intro.
0:50 - GDP calculation
3:10 - Unpacking Q1
4:59 - Bluechip consensus
8:55 - Unpacking the GDPNow model
14:32 - Uses and adjustments to the GDPNow
17:25 - Powell’s speech and data
21:29 - Inflation
23:09 - Employment
26:29 - Changes in financial markets
27:50 - Important variables for GDPNow
This video is distributed on behalf of West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF).
Shane Williams, CEO of West Red Lake Gold, discusses the recent surge in gold prices, predicts market consolidation, and details his company's transition to becoming one of only four gold producers launching operations this year.
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*This video was recorded on May 15, 2025.
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0:00 - Intro
0:57 - Gold prices
4:51 - Macro environment for $5k
6:03 - Recession
6:59 - Mining sector
10:59 - Gold compared to equities
13:38 - Cash flow
14:37 - West Red Lake Gold updates
18:32 - Mining industry
This video was conducted on behalf of Giant Mining Corp (CSE: BFG I OTC: BFGFF ), and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/BFGFF-233
Ted Oakley, CFA, Founder and Managing Partner of Oxbow Advisors, discusses the recent US debt downgrade, current market valuations, and principles from his book "Second Generational Wealth" on responsibly transferring assets to future generations.
*This video was recorded on May 19, 2025.
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Di Lewis, CFO of BTC Inc., discusses Bitcoin's price outlook reaching $140,000-$150,000 by year-end and the upcoming BTC Vegas conference featuring major political figures including Vice President JD Vance.
*This video was recorded on May 14, 2025.
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0:00 - Intro
1:38 - Bitcoin forecast
4:58 - Medium of exchange
7:27 - Politicians at BTC Vegas
11:32 - Major announcements
14:11 - Sentiment
16:52 - Crypto companies in the S&P500
21:01 - Buying Bitcoin vs. Stock proxies
23:35 - BTC Vegas conference speakers
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Scott Melker, Host of The Wolf Of All Streets, examines the Cryptocurrency market's structural evolution amid Bitcoin reaching $104,000, Ethereum's resurgence, and the institutional implications of Coinbase joining the S&P 500.
*This video was recorded on May 16, 2025.
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Olav Langelaar, VP of Corporate Development at Gladiator Metals, explains copper market supply constraints caused by China's control of global smelting capacity and outlines his company's high-grade Yukon copper project strategy.
*This video was recorded on May 8, 2025 and is sponsored by Gladiator Metals.
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0:00 - Intro
0:46 - Copper price
4:34 - Copper as an indicator
9:12 - China and copper
11:09 - Risk scenarios
15:36 - Long-term supply/demand dynamics
23:56 - Mining industry and copper equities
27:16 - Gladiator Metals and projects
36:32 - Share structure and development
40:02 - Future catalysts
Marshall Beard, Chief Operating Officer of Gemini, examines the evolving regulatory landscape for cryptocurrencies under the Trump administration and outlines Gemini's strategic position within the global exchange market.
*This video was recorded on March 18, 2025.
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0:00 - Intro
0:39 - U.S. Regulatory Environment
2:34 - ETFs and exchanges
3:40 - Insurance
5:15 - Asian market presence
6:15 - Competitive edge
7:00 - Token listing framework
9:18 - Crypto market trends
10:00 - Government stockpile
11:41 - Market outlook and projections
Michael Lee, Founder of Michael Lee Strategy, discusses the V-shaped market recovery following recent volatility and predicts significant growth in AI infrastructure stocks like CoreWeave with massive potential returns over the next 18-24 months.
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*This video was recorded on May 13, 2025.
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0:00 - Intro
0:49 - 2025 Market volatility
4:41 - Tariff stickiness
9:40 - AI stocks and upside stocks
13:22 - S&P500 forecast
14:05 - Fed Rates and deficits
20:03 - Consumer financial health
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Chris Vermeulen, Chief Market Strategist at The Technical Traders, discusses the current market environment as a "dead cat bounce" rather than a sustainable rally and identifies Bitcoin as having the most bullish outlook compared to gold and equities.
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*This video was recorded on May 14, 2025.
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Matt Hougan, CIO of Bitwise, discusses the outlook for Bitcoin and DeFi in 2025.
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David Rosenberg, Founder and President of Rosenberg Research & Associates, discusses the impending recession he forecasts for the second half of 2025 despite the recent US-China tariff reprieve. He recommends defensive investment strategies, including treasuries, gold, and low-beta equities.
*This video was recorded on May 13, 2025.
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Matthew Pines, Executive Director of the Bitcoin Policy Institute, outlines how Bitcoin Enhanced Treasury Bonds (BitBonds) could help refinance America's $9 trillion debt crisis while simultaneously building a strategic Bitcoin reserve for the United States.
*This video was recorded on May 9, 2025.
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:57 - Bitbonds
4:13 - Allocation breakdown
6:03 - Investment case for Bitbonds
11:12 - Valuation and macro-outlook
14:41 - Stablecoins and Bitbonds
17:17 - Money supply
19:19 - Implementation timeline
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Shaun Rein, Founder and Managing Director of China Market Research Group, analyzes the recent US-China trade agreement that temporarily reduced tariffs and discusses why he believes China emerged with stronger geopolitical positioning while highlighting potential implications for global markets.
Watch Shaun Rein's last interview:
https://www.youtube.com/watch?v=fcM6e__1wm0
*This video was recorded on May 12, 2025.
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0:00 - Intro
0:56 - Trade deal
4:09 - Terms and implications
5:55 - Trump and economic advisers
8:16 - Protectionism and national security
11:42 - Does China need U.S. trade deal?
15:56 - Decoupling?
18:49 - What comes next?
22:45 - China’s central bank
26:18 - India/Pakistan and geopolitics
James Seyffart, ETF Analyst at Bloomberg Intelligence, discusses Bitcoin ETF dynamics, altcoin market developments, and the expanding institutional adoption of cryptocurrency products despite recent market corrections.
*This video was recorded on March 19, 2025.
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