Did Macro Kill Crypto? with MacroAlf

<p>Alf is the former head of a $20B investment portfolio, a passionate global macro investor, and the author of a free newsletter called, “The Macro Compass," available on Substack.</p> <p>On this episode, Alf helps us understand macro in a digestible way. What’s in our potential future? How bad will it hurt? How long will it last? Answers to these questions and much more in the interview.</p> <p>------<br /> 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs<br /> <a href= "https://bankless.cc/earnifi">https://bankless.cc/earnifi</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/">https://newsletter.banklesshq.com/</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> </p> <p>------<br /> BANKLESS SPONSOR TOOLS:</p> <p>⚖️ ARBITRUM | SCALING ETHEREUM<br /> <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> </p> <p>❎ ACROSS | BRIDGE TO LAYER 2<br /> <a href= "https://bankless.cc/Across">https://bankless.cc/Across</a> </p> <p>🦁 BRAVE | THE BROWSER NATIVE WALLET<br /> <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> </p> <p>💠 NEXO | CRYPTO FINANCIAL HUB<br /> <a href= "https://bankless.cc/Nexo">https://bankless.cc/Nexo</a> </p> <p>🔐 LEDGER | NANO HARDWARE WALLETS<br /> <a href= "https://bankless.cc/Ledger">https://bankless.cc/Ledger</a> </p> <p>⚡️FUEL | THE MODULAR EXECUTION LAYER<br /> <a href= "https://bankless.cc/Fuelpod">https://bankless.cc/Fuelpod</a> </p> <p>-----<br /> Topics Covered</p> <p>0:00 Intro<br /> 8:00 What to Know About Macro<br /> 11:03 Tiers of Money<br /> 13:07 Deflationary Timeline<br /> 15:20 The Housing Market<br /> 17:33 The Inflation Remedy<br /> 19:54 Indicators<br /> 23:10 Global Credit Impulse Cycle<br /> 30:25 Can We Have a Soft Landing?<br /> 34:50 How Bad Will This Hurt?<br /> 39:29 Volatility in the Bond Market<br /> 52:18 Switching to Crypto Assets?<br /> 55:57 DXY<br /> 1:02:09 Bond/Crypto Market Cycles<br /> 1:05:30 What Will M