Episode Details

The markets are a bloodbath.

If you’re feeling lost in the markets right now, you’re not alone. Stocks are getting crushed, bonds are sliding, and crypto isn’t escaping the carnage. The question is: why is everything selling off—and where does it go from here?

One thing is clear: the next market move is extremely hard to predict. Between Trump’s economic policies, inflation worries, and DOGE’s cuts, there’s a storm of conflicting signals.

So, is this pain temporary? Or are we looking at a long trend downward?

Sponsors:

• Bitwise

Hosts:

• James Seyffart, Research Analyst at Bloomberg Intelligence
• Alex Kruger, Founder of Asgard
• Ram Ahluwalia, CFA, CEO and Founder of Lumida

Guest:

• Travis Kling, CIO of Ikigai Asset Management

Links

Recession? 

• Bloomberg: Trump Says US Economy Faces ‘Transition,’ Avoids Recession Call

Inflation

• Bloomberg: Inflation-Linked Bonds Rebound on Trump Tariffs: Credit Weekly

DXY

• FX Empire: US Dollar Forecast: DXY Sinks as Weak Jobs Data Fuels Rate Cut Bets, EUR/USD Surges

Powell’s comments:

• CNN: Fed Chair Powell says he’s not worried about the economy amid Trump’s tariff chaos 
• FT: Federal Reserve chief Jay Powell plays down growth worries after jobs report disappoints

Bonds:

• Bloomberg: The Bond Market’s Trump Trade Is Looking Like a Recession Trade
• CNBC: 10-year Treasury yield rises after weaker-than-expected jobs growth
• Bond yields in Europe and elsewhere are

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