🚀 Market Volatility, Trump’s Tariffs, & The Future of Crypto
In this episode of The New Barbarians Podcast, Bill Mann and Mark Connors break down a turbulent week in global markets. From Trump’s unexpected tariffs shaking equities to Bitcoin and gold emerging as key safe havens, we analyze the key macro trends shaping 2025.
📉 Key Topics Covered:
- Market Recap: January ended strong with Bitcoin up 9%, gold up 6%, but major equity indices faced volatility.
- Trump's Tariffs: Impact on markets and comparisons to historical policies like Smoot-Hawley.
- Gold’s Resurgence: Why gold is behaving like it's the 1970s all over again.
Bitcoin & Safe Havens: The rise of digital assets as traditional markets stumble.
- European Stocks' Surprise Surge: What’s driving their unexpected gains?
Crypto Flash Crash: 18-minute market chaos—Ethereum down 28% before rebounding!
- Fed & Crypto: Jay Powell’s signals on crypto in banks and what it means for the future of finance.
- Ethereum’s L2 Expansion: Chris Rosa previews his upcoming research on - Ethereum’s shift to Layer 2 scaling and its implications for TradFi.
- Upcoming Guest: Next week, we welcome Connor Farley, CEO of Truvius, to discuss institutional crypto investing.
💡 What’s Next?
- Bill’s upcoming research paper on portfolio optimization & factor investing.
- Chris’ deep dive into Ethereum, L2s, and portfolio construction in crypto.
- The future of AI-driven portfolio management and financial markets.
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📜 SSRN for research papers - https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5054066
📜 SmartKarma - Chris Rosa -- https://www.smartkarma.com/profiles/christopher-rosa/research
📜 SmartKarma - Bill Mann -- https://www.smartkarma.com/profiles/william-mann-88ce6ae0-716e-4511-98ee-65b1af2765ff/research
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#Crypto #Bitcoin #Ethereum #MarketAnalysis #Finance #Investment #MacroEconomics
Chapters
00:00 Market Overview and January Performance
09:51 Impact of Tariffs and Economic Uncertainty
20:10 Portfolio Construction and Optimization Techniques
30:07 Future Trends in Crypto and Digital Assets
