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Birth of the U.S. Dollar | Roger Lowenstein
On today's episode of Forward Guidance, Jack Farley is joined by Roger Lowenstein to discuss his new books and the intricacies of the American financial institution during and before the Civil War. Taking a look back at history, Roger is able to make connections to our modern day and how we can empower ourselves by knowing our backstory.
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BCB is Europe’s leading provider of business accounts and trading services for the digital asset economy. With a dedicated focus on institutional payment services, BCB Group provides business banking, cryptocurrency and foreign exchange market liquidity for some of the world’s largest crypto-engaged financial institutions.
BCB Business Accounts allow businesses to load fiat currency and cryptocurrencies for payments, operations and trading purposes. BCB’s clients can trade FX and cryptocurrencies quickly and at scale, with market-leading value. BCB’s BLINC network is the European crypto industry’s first instant settlements network and one of the first real-time payment networks of its kind to allow free, real-time transactions across fiat and digital currencies.
For more information, please visit https://bcbgroup.com/jack
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If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter
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Timestamps
00:00 Introduction
02:27 American Finance Before the Civil War
06:46 How Did the North Fund the Civil War?
15:25 How the South Funded The Civil War?
18:56 Disastrous Inflation In The South
24:02 BCB Ad
25:25 Illegal Cotton Smuggling And Parallels To Russian Gas
34:20 Will Commodity Price Shock Cause A Recession?
37:36 Inflation
42:28 The Fed
47:03 Final Reflection on President Lincoln
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https://www.youtube.com/watch?v=vz7L8xPTDfQ
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BCB is Europe’s leading provider of business accounts and trading services for the digital asset economy. With a dedicated focus on institutional payment services, BCB Group provides business banking, cryptocurrency and foreign exchange market liquidity for some of the world’s largest crypto-engaged financial institutions.
BCB Business Accounts allow businesses to load fiat currency and cryptocurrencies for payments, operations and trading purposes. BCB’s clients can trade FX and cryptocurrencies quickly and at scale, with market-leading value. BCB’s BLINC network is the European crypto industry’s first instant settlements network and one of the first real-time payment networks of its kind to allow free, real-time transactions across fiat and digital currencies.
For more information, please visit https://bcbgroup.com/jack
--
If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter
--
Timestamps
00:00 Introduction
02:27 American Finance Before the Civil War
06:46 How Did the North Fund the Civil War?
15:25 How the South Funded The Civil War?
18:56 Disastrous Inflation In The South
24:02 BCB Ad
25:25 Illegal Cotton Smuggling And Parallels To Russian Gas
34:20 Will Commodity Price Shock Cause A Recession?
37:36 Inflation
42:28 The Fed
47:03 Final Reflection on President Lincoln
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https://www.youtube.com/watch?v=vz7L8xPTDfQ
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Link to 4-week free trial for Kuppy’s Event Driven Monitor (KEDM): https://link.kedm.com/forward. Use special coupon code kedm1ref to get $1,000 off your first year’s subscription. NOTE: to get $1,000 off, you must use the link AND the coupon code.
This is a deleted scene from an interview that Jack did with Porter Collins of Seawolf Capital and Harris Kupperman of Praetorian Capital, which originally aired on October 18, 2022. Link to the original interview: https://www.youtube.com/watch?v=tRiDkbNl-6g
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Follow Harris “Kuppy” Kupperman on Twitter: https://twitter.com/hkuppy
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More info about Praetorian Capital can be found here: https://www.pracap.com/
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Disclosure: KEDM is a research partner of Forward Guidance. Blockworks receives a share of proceeds for each conversion to KEDM using discount code kedm1ref. For any questions, email info@kedm.com or jack@blockworks.co
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Follow Jim Bianco @biancoresearch
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BCB is Europe’s leading provider of business accounts and trading services for the digital asset economy. With a dedicated focus on institutional payment services, BCB Group provides business banking, cryptocurrency and foreign exchange market liquidity for some of the world’s largest crypto-engaged financial institutions.
For more information, please visit bcbgroup.com/jack.
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Timestamps
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00:00 Introduction
01:00 Fed Rate Hikes
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16:15 Fed Tapering
24:17 BCB Ad
25:05 The New Labor Market?
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41:26 Housing Market Inflation
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If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter
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Casey Wagner's recent article on the trial:
https://blockworks.co/news/sbf-trial-defense-missing-document
https://blockworks.co/news/sam-bankman-fried-trial-day-13__
Follow Casey Wagner on Twitter https://twitter.com/caseywagnerr
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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Timestamps:
00:00 Introduction
06:47 Evidence Destruction (Document Retention Policy, Of Which There Is No Available Record)
18:37 First Two Witnesses For The Defence
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45:59 Jury Selection & Reaction
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Welcome to Empire's first Weekly Roundup of 2022! With new stories happening all the time, join Jason and Santiago as they look at the latest in market news, wrestle with the internet, and explain the hottest in crypto news. This week they take a deep dive into explaining Curve and the curve wars, discuss the complicated back-and-forth of what is decentralized and permissionless- this time relating to an art theft!- and analyse Electric Capital's dropped report.
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Avalanche:
Thank you to Avalanche for sponsoring Empire. Avalanche is one of the best and fastest growing smart-contract platforms in the industry.
Learn more about them at https://www.avax.network/
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Required Reading!
• https://theknower.substack.com/p/the-curve-wars-rage-on
• https://moneywithcarter.substack.com/p/q1-2022-thesis
• https://medium.com/electric-capital/electric-capital-developer-report-2021-f37874efea6d
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00:00 Introduction
02:18 Huge market Sell Off
05:38 Layer-1 Wars
08:42 The Curve Wars
21:46 Options Vaults
30:52 Avalanche Ad
31:56 Electric Capital Developer Report (2021)
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Empire's Weekly Roundup is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/
Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show!
Subscribe to the podcast on Spotify: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq?si=41bc452345b649f9
Subscribe to the podcast on Apple: https://apple.co/3srZf7M
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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Referenced In The Show:
Disruptive technologies: Advances that will transform life, business, and the global economy: https://www.mckinsey.com/~/media/McKinsey/Business%20Functions/McKinsey%20Digital/Our%20Insights/Disruptive%20technologies/MGI_Disruptive_technologies_Executive_summary_May2013.pdf
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00:00 Introduction
00:52 Inflation, Technology & The Macro Cycle
02:21 We're Entering A Productivity Boom
05:18 Artificial Intelligence
09:08 Permissionless II Ad
09:56 Investing In Disruptive Technology
19:12 The Effect Of A.I's "Disruptive Innovation"
24:15 Crypto
31:00 Is Crypto A New Nation State?
35:52 Research Ad
36:41 Where Are We In The Market Cycle?
45:20 Recession Fears Are Overblown
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Recent efforts by foreign leaders have led some to claim that the U.S. Dollar system will soon cease to be the global reserve currency. Brent Johnson of Santiago Capital returns to Forward Guidance to argue that these arguments are utterly wrong, and he explains why in great detail. He expects a major squeeze to occur sometime over the next two years, although he and Jack discuss the potential for China’s re-emergence from recession as a catalyst for more potential short-term dollar weakness. Filmed on April 20, 2023.
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Today’s show is brought to you by VanEck. Go to https://vaneck.com/ForwardGuidance
to access VanEck's Income Investing Yield Monitor.
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Follow @vaneck_us on Twitter, this episode's sponsor https://twitter.com/vaneck_us
Follow Brent Johnson on Twitter at https://twitter.com/SantiagoAuFund
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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Timestamps:
00:00 Intro
02:32 "You Shouldn't Go All-In Against The United States & The U.S. Dollar"
12:06 Van Eck
12:55 Why Trade Is Invoiced In Dollars
19:01 The Bretton Woods System And The Rise Of "EuroDollars" (Offshore Dollars)
24:18 "Don't Confuse A Possibility With A Probability"
30:52 Sanctions
33:56 The Gold Standard And The Necessary Features Of A Global Reserve Currency
38:44 Bitcoin Standard Would Be "Massively Deflationary"
40:52 Why Are Central Banks Buying Gold?
42:05 When And Why Does The Dollar Spike Higher Against Other Currencies?
47:58 The Debt Ceiling
58:13. China's Belt and Road Initiative
01:00:58 Fears Of A Sovereign Debt Crisis
01:05:06 Currency Hegemons Will Continue To Be The Norm
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Controlling
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On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Brent Johnson of Santiago Capital for a discussion on the U.S Dollar. Known for his popular Dollar Milkshake Theory, Brent shares his thoughts on the recent pain a rallying U.S Dollar is inflicting on the global economy.
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Follow : https://twitter.com/SantiagoAuFund
Follow Alfonso: https://twitter.com/MacroAlf
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Subscribe To The Macro Compass: https://themacrocompass.substack.com/
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Referenced In The Show:
Total credit to non-bank borrowers by currency of denomination: U.S Dollar https://stats.bis.org/statx/srs/table/e2?m=USD&f=pdf
ECB Is Discussing Crisis Strategy as Well as Pandemic Program Reinvestments: https://www.bloomberg.com/news/articles/2022-06-15/ecb-is-discussing-crisis-strategy-as-well-as-pepp-reinvestments#xj4y7vzkg
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Timestamps:
00:00 Introduction
00:41 The Dollar Milkshake
05:57 U.S Dollar Denominated Debt
14:00 Rising Dollar, Gold, Equities & Rates
18:50 The Dollar Black Hole
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Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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Follow Algorand on Twitter https://twitter.com/Algorand
Follow The Algorand Foundation on Twitter https://twitter.com/AlgoFoundation
Follow Staci Warden on Twitter https://twitter.com/staciw_dc
Follow Jack Farley on Twitter https://rb.gy/uesguv
Follow Forward Guidance on Twitter https://rb.gy/cy0dki
Follow Blockworks on Twitter https://rb.gy/igyzsj
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02:23 The Algorand Foundation
23:39 The Path To Decentralization
18:47 NFTs on Algorand
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27:55 "Not Your Keys, Not Your Coins"
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Created
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