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Listen "Episode 12: What Could Tariffs Do To Global Liquidity? With Christopher Tipper"
Episode Synopsis
Maggie Lake sits down with Chris Tipper, Chief Economist and Strategist at Ainslie Wealth, for a chart-packed tour through the liquidity, macro, and Bitcoin cycles. With markets acting spooked today by Donald Trump's tariff announcement Friday, it's a good time to assess where we are in these all-important cycles, how tariffs may impact them, and how investors can use them to help allocate their capital.
Chris' Chart Deck: https://drive.google.com/file/d/1q6jN...
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake
00:00 - Introduction: Tariffs, Liquidity, and Market Volatility
00:30 - Chris Tipper's Background in Gold, Crypto, and Hard Assets
02:45 - Are Investors Underestimating Tariff Risks?
05:15 - Global Liquidity Trends: What Comes Next?
08:03 - Rising Liquidity and the Impact on Risk Assets
10:00 - Recession Risks: Why the US May Avoid a Downturn
13:13 - The Crypto Cycle: Where Are We Now?
17:30 - Is Bitcoin Still A Risk Asset?
22:20 - Inflation: 3% is the New 2% What Happens With Bonds?
26:00 - China’s Role in Global Liquidity and Gold Markets
30:10 - Tariff Uncertainty and Market Reactions
33:00 - The Future of Bitcoin
35:25 - Tariffs: Hate Them as an Economist Love Them as a Trader
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Chris' Chart Deck: https://drive.google.com/file/d/1q6jN...
Connect with me on Substack: https://maggielake.substack.com
Connect with me on Twitter: https://x.com/maggielake
00:00 - Introduction: Tariffs, Liquidity, and Market Volatility
00:30 - Chris Tipper's Background in Gold, Crypto, and Hard Assets
02:45 - Are Investors Underestimating Tariff Risks?
05:15 - Global Liquidity Trends: What Comes Next?
08:03 - Rising Liquidity and the Impact on Risk Assets
10:00 - Recession Risks: Why the US May Avoid a Downturn
13:13 - The Crypto Cycle: Where Are We Now?
17:30 - Is Bitcoin Still A Risk Asset?
22:20 - Inflation: 3% is the New 2% What Happens With Bonds?
26:00 - China’s Role in Global Liquidity and Gold Markets
30:10 - Tariff Uncertainty and Market Reactions
33:00 - The Future of Bitcoin
35:25 - Tariffs: Hate Them as an Economist Love Them as a Trader
*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
In God we trust