1st Week of November, 2022 ------ 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi  ------ 🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/?utm_source=banklessshowsyt  🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/  ------ BANKLESS SPONSOR TOOLS:  ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  ❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across  🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave  💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo  🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger  ⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod  ------ Topics Covered: 0:00 Intro 3:45 MARKETS 5:25 Fed https://www.cnn.com/business/live-news/stocks-market-fed-rate-hike/index.html  8:20 Political Will https://twitter.com/PauloMacro/status/1587899658038562821  11:30 US Savings https://fred.stlouisfed.org/graph/?g=VtLo  13:37 Layer 2 Transactions https://twitter.com/l2beat/status/1585981268348768257  16:55 Arbitrum Flippens Solana https://twitter.com/theempirepod/status/1587151305742594048  19:40 Elon Twitter Takeover https://twitter.com/davidfaber/status/1585785519933472771  22:00 The Bird is Freed https://twitter.com/elonmusk/status/1585841080431321088  22:45 Binance x Twitter https://archive.ph/3rfZB  24:00 Lords and Peasants https://twitter.com/elonmusk/status/1587498907336118274  28:20 Vitalik’s Take https://twitter.com/vitalikbuterin/status/1587593917197062145  29:50 Erik Voorhees Take https://twitter.com/ErikVoorhees/status/1587564882177585152  30:30 Entitled Elite https://twitter.com/DavidSacks/status/1588025594897346560  31:00 AOC Ratio https://twitter.com/elonmusk/status/1587911540770222081  31:45 Digital Identity https://twitter.com/owocki/status/1587602426106089472  34:55 Instagram NFTs https://twitter.com/Meta/status/1587929277864910849  37:55 Polygon https://twitter.com/sandeepnailwal/status/1587949120031006721  40:20 Arweave https://www.coingecko.com/en/coins/arweave  41:25 Art Gobblers https://www.coindesk.com/web3/2022/10/31/rick-and-morty-co-creators-nft-collection-sees-14m-in-trade-volume-hours-after-mint/  42:55 Gobblers Analysis https://dune.com/pandajackson42/art-gobblershttps://dune.com/pandajackson42/art-gobblers  44:00 How it Works https://twitter.com/_Dave__White_/status/1569715399356485634  49:30 NEWS 50:50 zkSync Baby Alpha https://twitter.com/zksync/thread/1586053698672656384  52:40 Google Cloud Node https://decrypt.co/112954/google-launches-cloud-node-engine-for-ethereum-developers  54:05 RIP Nikolai https://cointelegraph.com/news/makerdao-co-founder-nikolai-mushegian-dies-at-29-in-puerto-rico  55:50 JPMorgan Using Crypto https://twitter.com/TyLobban/status/1587679344792829954  NFTs 1:01:20 Gamestop x Immutable https://twitter.com/0xferg/status/1587174624701255682  1:02:00 NFT Tweet Tiles https://twitter.com/TwitterDev/status/1585707921433923585  1:03:15 RTFKT Phygital Luggage https://thedefiant.io/rtfkt-vuitton-nfts  1:04:55 Budweiser FIFA NFTs https://nft.budweiser.com/  1:06:25 OPJ in Puerto Rico 1:07:35 Bitcoin 14 Year Anniversary https://twitter.com/snowden/status/1587107723472211972  1:08:45 Thanks Gary https://twitter.com/GaryGensler/status/1587171919664746503  1:09:43 Miners Blowing Up https://twitter.com/cobie/status/1587087075752480768  1:10:45 Nifty Apes https://www.niftyapes.money/  1:11:22 Zora Nouns Builder https://metaversal.banklesshq.com/p/zora-launches-nouns-builder  1:12:45 Jobs https://pallet.xyz/list/bankless/jobs  1:14:30 TAKES 1:15:30 Talk of the Town https://twitter.com/RonwHammond/status/1587443194945470465  1:20:40 Vitalik on Regulation https://twitter.com/vitalikbuterin/status/1586557896351186944  1:24:18 Verified Accounts https://twitter.com/TrustlessState/status/1587553632660201472  1:24:45 What David’s Bullish On 1:27:30 What Ryan’s Bullish On https://www.sound.xyz/user/0x3c2027f90b087ec509e533762a917e76e09b1d0c?tab=collection  1:32:35 MEME of the Week https://twitter.com/lopp/status/1583795567343243264  ----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures 

Alf is the former head of a $20B investment portfolio, a passionate global macro investor, and the author of a free newsletter called, “The Macro Compass," available on Substack. On this episode, Alf helps us understand macro in a digestible way. What’s in our potential future? How bad will it hurt? How long will it last? Answers to these questions and much more in the interview. ------ 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi  ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/  🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/  ------ BANKLESS SPONSOR TOOLS: ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  ❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across  🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave  💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo  🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger  ⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod  ----- Topics Covered 0:00 Intro 8:00 What to Know About Macro 11:03 Tiers of Money 13:07 Deflationary Timeline 15:20 The Housing Market 17:33 The Inflation Remedy 19:54 Indicators 23:10 Global Credit Impulse Cycle 30:25 Can We Have a Soft Landing? 34:50 How Bad Will This Hurt? 39:29 Volatility in the Bond Market 52:18 Switching to Crypto Assets? 55:57 DXY 1:02:09 Bond/Crypto Market Cycles 1:05:30 What Will Make the Fed Pivot? 1:09:36 The Long-Term 1:15:45 Probability & Adapting 1:19:08 Generating Productivity 1:22:27 The Internet’s Unlock 1:23:40 Why Macro is Important 1:25:40 Action Items & Disclaimers ------ Resources: MacroAlf https://twitter.com/MacroAlf  The Macro Compass https://themacrocompass.substack.com/  Is It 2021 Again? https://themacrocompass.substack.com/p/back-to-2001#details  ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures