The markets are rattled. Tariffs are rising. Investors are pulling back.
In this week’s Bits + Bips, the panel digs into what’s really driving the selloff, why the Fed may be stuck, and how Trump’s tariff logic could trigger deeper economic shocks than anyone expects.
Plus:
- Whether Bitcoin becomes a safe haven
- What makes this downturn different from 2022 and 2020
- Why a potential recession still isn’t priced in
- Whether Congress can take the tariff button away from Trump
And yes, Ram coins a new term: FAFO tariffs 😀
Sponsors:
Hosts:
- James Seyffart, Research Analyst at Bloomberg Intelligence
- Alex Kruger, Founder of Asgard
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
- Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter
Links
Tariffs:
- Recent coverage of Unchained on the economy and tariffs:
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- Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto
- Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing?
- Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin’s Bags
- Why Trump-Induced Stagflation Could Finally Make Bitcoin a Safe Haven
- In Market Crash, What Should You Buy? Crypto VCs Are Making These Bets
10-year yield and the Fed
- CNBC: 10-year Treasury yield rises back above 4% despite tariff threat to growth
- Reuters: No Fed ‘put’ when it’s unclear which way the economy may pivot
2008 Market Crash
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- Federal Reserve: The Great Recession and Its Aftermath
Can Congress Step In?
