Steve Eisman shares his insights on market fundamentals versus investor sentiment, the banking sector's investability, the impact of generative AI on the stock market, and the looming concerns of US debt.
The conversation about Bitcoin covenants is centered on the need to scale non-custodial usage of Bitcoin beyond the current capacity, which is estimated to support only 100 million users engaging in minimal channel management on the Lightning Network.
Explore an in-depth analysis of Bitcoin's market capitalization and miner revenue, including the Bitcoin Price to Sales Ratio (PSR), historical trends, and economic implications as of year-end 2023.
As the U.S. braces for an influx of new welfare cases from the southern border and struggles with existing social challenges, the nation may face inflated consumer spending figures that belie the true economic and fiscal health of the country.
If you trust the average ‘AI bro’ on Twitter, you’ll believe that you can just upload a few PDF’s, a couple of books, a podcast or company’s financial report, to “train your own AI”. This is completely false.
Historically, America held a positive net international investment position until the dissolution of the gold standard under President Nixon's administration. Now, the nation faces a negative $18 trillion position that continues to deteriorate.
In a dramatic pivot, central banks worldwide are following the Federal Reserve's lead in shifting from rate hikes to anticipated rate cuts, a move that has taken financial analysts and economists by surprise.
There are myths and misconceptions in every industry. The AI space is near the top, due to its potential, and the poorly understood nature of intelligence. People are either over or underestimating things, and simply misconstruing capabilities, every single day.
The devaluation of the dollar, the linchpin of not just the American but the global economy, by the US Government and the Federal Reserve is the most important factor to consider when evaluating the home affordability crisis.
A wide-ranging discussion on the nature of stablecoins, CBDCs, and the potential societal pitfalls of centrally controlled artificial intelligence.
In a stark warning that resonates through the corridors of global finance, Yale economist Bob Schiller has projected a dire future for the US dollar, should plans to transfer $300 billion of frozen Russian assets to Ukraine materialize.
Throughout the episode, the hosts reflect on the banking crisis of early 2023, which highlighted the risks associated with third-party custodians and the need for Bitcoin companies to hold a portion of their treasury in Bitcoin.
The year 2023 in Bitcoin has been a rollercoaster, marked by significant events that have shaped the community and the industry. The collapse of exchanges and banks alike highlighted the risks with centralized third parties.
