NOV 24, 2020
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Consensus is calling for a weaker dollar and a cyclical recovery next year with market participants positioned accordingly. But what are the near term risks to this narrative and are investors really digging under the hood to understand the most probable path(s) forward?
In this special edition of Macro Matters, I bring back Teddy Vallee, Founder & CIO of Pervalle Global, to discuss his latest outlook on US tech stocks, monetary policy & real rates, gold and, of course, Bitcoin. Hope you enjoy!
Markets
Bull v Bear is our new premium macro livestream with analysis from Head of Research, Kevin Kelly and Market Associate, Jason Pagoulatos. They cover the charts of the week, the main market talking points and give their bullish or bearish takes on upcoming events. Every episode, the Bull or Bear emerges victorious.
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We sit down with Jason Pagoulatos, Markets Associate at Delphi Digital, to look at the year that was and the year that may be in the crypto markets.
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We sit down with Can Gurel, Infrastructure Research Lead at Delphi Digital, to look at the year that was and the year that may be in blockchain infrastructure.
Finance
We sit down with Ashwath Balakrishnan, Division Lead for DeFi at Delphi Digital, to look at the year that was and the year that may be in the world of Decentralized Finance.