Jim Bianco, Mark Yusko, & Jurrien Timmer on Real Interest Rates, Banking System, and Crypto (Panel at Permissionless 2023)

Jack Farley hosts Jim Bianco of Bianco Research, Mark Yusko of Morgan Creek Capital, and Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a panel on whether the near-term macro situation will be a headwind or tailwind for crypto.

Filmed on September 12, 2023, at Blockworks' Permissionless II in Austin, Texas.

Follow Jim Bianco on Twitter https://twitter.com/biancoresearch

Follow Mark Yusko on Twitter https://twitter.com/MarkYusko

Follow Jurrien Timmer on Twitter https://twitter.com/TimmerFidelity

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

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Timecodes:

(00:00) Introduction

(00:51) Is Macro A Headwind Or Tailwind For Crypto?

(23:41) Will Fed Keep Interest Rates "Higher For Longer"?

(28:53) The Banking System

(34:14) Will There Be A Recession In 2024?

(39:58) Final Verdict: Will Macro Be A Headwind Or Tailwind For Crypto (Or Does It Not Matter)?