Why the China Reopening is All Hype - FED 133
FOMC, bitcoin and macro, plus why China's reopening is hype.
Hosts: Ansel Lindner and Christian Keroles
Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.
In this episode, we examine the Federal Open Market Committee's (FOMC) minutes from their most recent meeting and see what we can learn from it, we look at the bitcoin chart and discuss what's going on in the bitcoin market, and lastly, we read through some recent news about China, focusing on why the hopes placed on reopening are likely all hype.
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- Slide deck
- FOMC minutes write up
- Crazy China Optimists
- Kyocera CEO says China no longer viable for exports
- China attempt to attract foreign private equity real estate investors
- Hong Kong welcomes bitcoin
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