Show notes
Investors are still licking their wounds from this month’s corrections. But just as Trump’s tariffs are about to move into full-force, our experts are seeing silver linings and causes for optimism.With conflicting signals coming from all corners of the map, hosts Noelle Acheson, Ram Ahluwalia, Alex Kruger, and Felix Jauvin break down:What to expect from Trump on April 2ndTakeaways from last week’s FOMC meetingIf the White House and Powell are actually on the same page Why tech stocks are taking off againWhy BlackRock is bullish on bitcoin during bear marketsIf ether is about to get its groove backSponsors:BitwiseHosts:Alex Kruger, Founder of AsgardRam Ahluwalia, CFA, CEO and Founder of LumidaNoelle Acheson, Author of the “Crypto Is Macro Now” Newsletter Felix Jauvin, Director and Host - Forward GuidanceLinksIncoming Trump TariffsBloomberg: Trump Plans His Tariff ‘Liberation Day’ With More Targeted PushWSJ: White House Narrows April 2 TariffsFOMC MeetingUnchained: Bitcoin Drops as Fed Leaves Rates Unchanged, as ExpectedNYTimes: Citing Tariffs and Uncertainty, Fed Sees Higher Inflation and Lower GrowthAnimal Spirits ReturnBarron’s: Don’t Count Out the Mag 7. They Could Lead a U.S. Stock Comeback.CNBC: ‘Magnificent 7’ has a notable up day after struggling for 3 monthsBlackRockDecrypt: BlackRock Digital Assets Head Criticizes Narrative of Bitcoin as a Risk-On AssetBloomberg: BlackRock to List Bitcoin Exchange-Traded Product in EuropeFidelity TokenizationCoinDesk: Fidelity Files for Onchain U.S. Treasury Fund, Joining the Asset Tokenization RaceTimestamps:👋 0:00 Intro📉 2:16 Why investors are nervous about April 2nd🌎 4:40 Two ways to think about tariffs☯️ 6:56 The difference between retail and professional traders🏦 8:44 Why the Fed is predicting a worst-case scenario📈 12:08 Why the correction is largely done💰 19:20 How the Mag7 got its groove back🏛️ 20:42 Are Bessent and Powell more aligned than thought?🚀 22:54 BlackRock says a recession is good for bitcoin?🥇 24:54 Altcoin ETF race about to start?🎌 28:41 Why Japan is irrelevant right now🐂 30:42 Why animal spirits are back⛓️ 35:03 The great financial unshackling📈 38:02 Is ether ready for a comeback?✅ 42:09 Why Fidelity is tokenizing on Ethereum📈📉 44:32 Are pump and dumps over?🇪🇺 49:32 Dumb money coming to Europe?🐙 52:35 Why Kraken made a smart buy this week Learn more about your ad choices. Visit megaphone.fm/adchoices
