Most Important Macro & Crypto Trends in 2023 & Beyond with David Duong

Joining us today is the Head of Research at Coinbase, David Duong, and macro is on the menu.
We’re talking yield curves, election fears, US equities, and if macro economics is even real.

And finally, David walks us through the recession. Is it delayed, is it cancelled, is it already here?

RESOURCES

David Duong

https://www.linkedin.com/in/david-duong-cfa/

Quarterly Outlook: Crypto Markets in 10 Charts

https://www.coinbase.com/institutional/research-insights

Chapters:

0:00 Intro

9:38 Is Everything Going Alright?

13:09 Is Macro Economics even Real?

16:43 Government Fiscal Spending

21:44 Election Impact

24:11 US Exceptionalism?

29:14 The Impact of Fiscal Stimulus

38:30 How important is Cash?

45:29 US Equities

52:23 Student Loans

56:39 Recession Talk