The Global Economy Is Splitting Into Spheres | Eric Wallerstein скачать в хорошем качестве

The Global Economy Is Splitting Into Spheres | Eric Wallerstein

Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the future of bank regulation. Along the way, we also unpack AI productivity, repo market fragility, and why Latin America could be the next macro frontier. Enjoy! __ Follow Eric: https://x.com/ericwallerstein Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-a... __ Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borr... Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=bl... Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps 00:00 Intro 02:48 Eric's Wild Year At the Fed 07:26 Tariffs And The Role of the Dollar 14:15 Iran War Market Fallout 19:46 The Energy Shock vs Growth & Rates 24:55 Unpacking The "Donroe Doctrine" 31:29 Ads (Coinbase, Arkham) 33:12 Buying The Americas 35:56 Fixing The Fed Balance Sheet 40:29 Repairing Repo 43:23 The Coming Warsh Era 47:56 Productivity Growth vs The Fed 54:00 The Fed's Duration Plan & The Treasury-Fed Accord 58:06 Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket