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I Went Down a Eurodollar Rabbit Hole with AI
Episode 171
In this video, Nik Bhatia explores the Eurodollar system through an unexpected lens—a conversation with Grok. Drawing from his own research in Layere…
9 months, 2 weeks ago
Bitcoin Holds STRONG Amid Falling Treasury Yields
Episode 170
In this episode, Nik Bhatia sits down with TBL Research Associate Demian Schott to break down Bitcoin’s strong price action despite signs of macroeco…
9 months, 3 weeks ago
China Grabs Gold As The U.S. Shuts Off Dollar Liquidity
Episode 169
In this episode, Nik Bhatia and Matt Dines unpack the evolving dynamics of global finance, focusing on gold’s renewed monetary role, the effects of C…
9 months, 3 weeks ago
America’s New War on Offshore Dollar Power
Episode 168
In this video, Nik dives into America’s new financial war on offshore dollar power. He outlines how the Trump administration’s tariffs are just the o…
9 months, 4 weeks ago
NEW WORLD ORDER: Inside the U.S. Plan to Reset Trade, Currency, and Alliances
Episode 167
In this episode, Nik is joined by Tanvi Ratna, founder of Policy 4.0, to break down the Trump administration’s sweeping new strategy: a global trade,…
9 months, 4 weeks ago
Repricing EVERYTHING — Gold, Bitcoin, and the Dollar
Episode 166
In this Global Macro Update, Nik walks through a massive chart pack to help decode today’s volatile macro landscape. Gold is leading the way, outpaci…
10 months ago
Global Macro Update: Bitcoin Rebounds as Gold Screams Monetary Reset
Episode 165
In this Global Macro Update, Nik highlights bitcoin’s breakout above a key descending trendline and a textbook bullish divergence on the RSI—two tech…
10 months ago
What’s REALLY Holding Up the Treasury Market
Episode 164
In this episode, Nik Bhatia is joined by Demian Schatt to examine why the US Treasury market is fundamentally strengthening despite recent volatility…
10 months, 1 week ago
America’s BIG MOVE: How Tariffs and Treasuries Are Changing Everything
Episode 163
In this episode, Nik is joined by Matt Pines, executive director of the Bitcoin Policy Institute, to unpack what could be the biggest shift in U.S. g…
10 months, 1 week ago
60 Basis Point Treasury Shock, MOVE Panic—Bitcoin Holds $80,000
Episode 162
In this episode, Nik Bhatia is joined by Demian Schatt to break down one of the most volatile 48-hour stretches in recent bond market history. As Tre…
10 months, 2 weeks ago