Bits + Bips: How to Reignite Market Confidence Amid Tariff Turmoil - Ep. 818

Unchained

Laura Shin

News, Tech News, Business News

4.5 • 1.3K Ratings

🗓️ 16 April 2025

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Markets are nervous, liquidity is drying up, and political messaging is inconsistent at best. In this week’s Bits + Bips, the crew unpacks the shifting mood across capital markets and what it will take to bring back the risk-on energy. From Trump’s high-stakes tariff strategy to whispers of deregulation, tax cuts, and even capital flooding, the stakes are rising. Plus: What would trigger a “Trump put” Will crypto finally benefit from the global chaos? Whether the devaluation of the yuan could be a big moment And how animal spirits might return… if they’re properly incentivized Show highlights: Sponsors: Bitwise Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Joe McCann, Founder, CEO, and CIO of Asymmetric Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter Links Newsweek: Steve Bannon's 'Flood the Zone' Strategy Explained Amid Trump Policy Blitz Cointelegraph: Senator Tim Scott is confident market structure bill passed by August CoinDesk: Donald Trump's Memecoin Faces Massive $320M Token Unlock Amid Record Low Price Decrypt: Canada to Launch 'World First' Spot Solana ETFs With Staking This Week: Balchunas YouTube: The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein Bloomberg: Investors Fear Another Big Blowup of Basis Trade as Treasuries Lose Haven Status Wall Street Journal: China’s March Lending Jumped on Government Stimulus Push CoinTelegraph: Bitcoin Shows Growing Strength During Market Downturn — Wintermute Timestamps: 👋0:00 Intro 🥊 1:54 Who won the All-In Sacks vs. Summers debate? 🌍 8:01 Why Trump’s 130-country strategy might reshape global trade 💧 18:32 Does the market have a creeping liquidity crisis? 📈 26:15 What might actually make Trump pivot before the midterms 📉 32:18 How hedge funds are quietly bracing for more chaos 🥇 36:52 Why gold and crypto are standing out in this macro mess 🎭 40:15 How Trump’s love of media attention impacts his strategy 🚀 48:02 What might finally reignite serious crypto interest 🧠 53:01 Can investor confidence return without real economic momentum? 💣 1:08:27 Why the yuan’s devaluation could be a major crypto inflection point 🐉 1:14:02 Ram’s strategy to disrupt China’s power plays Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Hey everyone, thank you for supporting Unchained, where we do our best to help you stay on top of Crypto News.
0:07.0	If you enjoy the show, we'd really appreciate it if you could take a moment right now to leave us a five-star review.
0:13.5	This helps other listeners discover Unchained.
0:16.5	And who knows, you may hear me read your review on an upcoming episode.
0:21.1	I is the most liquid security in the U.S.
0:23.4	And they have a closing auction and it's the S&P 500.
0:27.0	It closed at a 0.9% premium, almost a 1% premium to what the underlying stock were held,
0:32.2	which like does not happen in a security like that.
0:35.1	It just shows like there's all these things out of whack in the
0:37.8	market. Wait, wait, wait. Okay, I got to push back. Why are we even debating PE at this point?
0:42.5	And I mean this genuinely because we are, we are saying it's 19 and a half, probably above the
0:48.6	average, like, call it over the past 20, 30 years, whatever it is, but like literally tomorrow,
0:53.3	Trump could just completely
0:54.6	want it to everything. I actually bought bonds this morning. I might have to visit a psychiatrist
0:59.5	or something. I bought bonds this morning. I feel like I need to make a confession.
1:03.0	This is a lot of chaos, which is distressing and it's exhausting. I imagine everyone's as
1:08.9	exhausted as I am. But a year from now, will we look back
1:13.3	at this as having marked this shift? Hi, everyone. Welcome to bits and bits,
1:19.9	exploring how crypto and macro-five places point at a time. I'm your host, James Safert,
1:24.0	trad by Archmister and the Lord of Bloomergen. Here with Joe McCann, Lord Commander of Asymmetric and Master of Bunk.
1:31.1	Also with Noel Atchison, high seer and keeper of the crypto is Macro Now newsletter.
1:36.0	Hi, everyone.
	...

Transcript will be available on the free plan in 11 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Laura Shin, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Laura Shin and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.