Podcast:Bankless Published On: Wed Sep 18 2024 Description: Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next? Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out. - Are these rate cuts just in time or too little too late? - Is the Fed cutting by 25bps or 50bps? - Will we get a recession or the soft landing the FED is hoping for? - What will happen to crypto assets? We discuss all this and more with Macro Alf, one of the top minds in macro out there. ------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/65?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 0:00 Intro 5:41 The Fed is Behind the Curve 12:28 Why Haven’t Things Broke? 18:57 Bad News are Actually Bad News 24:17 Fed Rate Cut Prediction 30:43 Elizabeth Warren’s Letter 35:06 Market Reaction 42:55 How to Prepare 53:20 Probability of Recession 54:48 Debasement 1:05:06 Monetary Plumbing 1:09:09 Debasement Assets 1:11:46 Closing Thoughts ------ RESOURCES Maro Alf https://x.com/MacroAlf Alf's Institutional Research Free Trial https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform The MacroCompass https://themacrocompass.org/ Monetary Plumbing Chart https://x.com/MacroAlf/status/1834938859848634440 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures