Less Noise, More Signal
Welcome to Less Noise, More Signal. In a world saturated with news, hype, and endless chatter, finding clarity can seem like searching for a needle in a haystack. I have taken on this challenge and made it my mission to cut through the noise by amplifying the signal.
Who am I? I am Pascal Hügli. With a background in political philosophy, a career in investment management, and a deep expertise in Bitcoin and digital assets, I am here to explore the ideas and connections that others do not bother to see. It’s not just about finding the right answers; it’s about asking the right questions.
In each episode, I interview the most insightful thinkers in their respective fields. Every guest contributes a vital piece to the puzzle, helping us form a clearer picture of the forces shaping our world of macro, finance, and money.
Listen in as my guests and I tilt the balance from noise to signal, one podcast episode at a time. Let’s cut through the clutter and focus on what truly matters. Ready to elevate your understanding? Let’s dive in.
Less Noise, More Signal
Macro investor: US bond markets are a signaling a crisis in confidence
In this conversation, Pascal Huegli and Spencer Hakimian discusses the current state of the U.S. economy, focusing on the rising bond yields and falling dollar, which signal a crisis of confidence. He emphasizes the importance of the bond market for economic stability and the need for global coordination in addressing these issues. The conversation also touches on the potential for a failed bond auction and the implications for U.S. monetary policy. Finally, Huegli shares insights on investment strategies in uncertain times, advocating for a balanced approach to risk.
Chapters:
00:48 Intro
02:15 Crisis of Confidence in the U.S. Economy
06:00 Trust Issues and Global Coordination
12:01 The Bond Market's Role in Economic Stability
17:48 The Future of U.S. Monetary Policy
30:14 Investment Strategies in Uncertain Times
Follow Spencer Hakimian:
https://x.com/SpencerHakimian
Follow me:
Twitter - https://x.com/pahueg
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Check out our sponsor Newhedge:
https://newhedge.io/
Newhedge is an analytics and intelligence platform for all the Bitcoin data you need! Get 50% off your subscription by using the code "Signal"! 🔥
Thank you for subscribing to our channel! We’re excited to have you with us!
#USeconomy, #bondmarket, #inflation, #monetarypolicy, #globalcoordination, #trustcrisis, #investmentstrategies, #recession, #tariffs, #financialmarkets
