Show notes
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 havenWhat makes this downturn different from 2022 and 2020Why a potential recession still isn’t priced inWhether Congress can take the tariff button away from TrumpAnd yes, Ram coins a new term: FAFO tariffs 😀Sponsors:BitwiseHosts:James Seyffart, Research Analyst at Bloomberg IntelligenceAlex Kruger, Founder of AsgardRam Ahluwalia, CFA, CEO and Founder of LumidaNoelle Acheson, Author of the “Crypto Is Macro Now” Newsletter LinksTariffs:Recent coverage of Unchained on the economy and tariffs: Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and CryptoBits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing?Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin’s BagsWhy Trump-Induced Stagflation Could Finally Make Bitcoin a Safe HavenIn Market Crash, What Should You Buy? Crypto VCs Are Making These Bets10-year yield and the FedCNBC: 10-year Treasury yield rises back above 4% despite tariff threat to growthReuters: No Fed 'put' when it's unclear which way the economy may pivot2008 Market CrashFederal Reserve: The Great Recession and Its AftermathCNN: Bailout Plan Rejected - Supporters ScrambleCan Congress Step In?Economist: How Donald Trump’s Tariffs Will Probably Fare in CourtPolitico: Trump Threatens Veto of Bill to Curb Tariff PowerTimestamps:👋 📉 🪞 🤔 🏚️ 🧮 📈 🛟 🏦 🚫 ⚖️ 💵 Learn more about your ad choices. Visit megaphone.fm/adchoices
