FULL EPISODE
https://youtu.be/ZuZcegpnOZ4

DISCUSSION
💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

CLIP
Charles Edwards breaks down why the Bitcoin treasury company boom may not be sustainable. He argues that most of these companies have no real business model beyond buying Bitcoin, issuing equity, or taking on debt. The danger is not necessarily today’s debt level, but the incentive structure pushing the entire sector toward more leverage.

SUPPORT
⚡️LNMS on Lightning: lnms@ln.mtpelerin.com
₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p
💵https://donate.stripe.com/9B600k5Tscv...
Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L...

LINKS
📰 LNMS Newsletter: https://lessnoisemoresignal.substack....
🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn
🎧 LNMS on Apple: https://tinyurl.com/4apksnyn
🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku
🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw
🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p
🌐 LNMS Website: https://www.lessnoise-moresignal.com/
📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

SOCIALS
Follow on X👉 https://x.com/pahueg
Follow on Nostr 👉 https://primal.net/pascal
Follow on LinkedIn 👉 / pascal-huegli

FULL EPISODE https://youtu.be/eMQIY8oy0GoDISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk CLIPMarvin Barth explains why the Iran conflict cannot be understood in isolation. In his view, the deeper story is China, global chokepoints, supply chains, energy, and the US strategy of denial. The Strait of Hormuz, rare earths, pharmaceuticals, and shipping lanes all become part of one larger geopolitical chessboard.SUPPORT⚡️LNMS on Lightning: lnms@ln.mtpelerin.com₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.LINKS📰 LNMS Newsletter: https://lessnoisemoresignal.substack....🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013SOCIALSFollow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 / pascal-huegli

FULL EPISODE
https://youtu.be/cfoKk584t7M
DISCUSSION
💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk

CLIP
Alfie explains how he identifies the marginal driver of markets in real time. He watches cross-asset correlations, lead-lag relationships, and how markets react to key economic data. His core insight: markets often price the extreme immediately, and that is where the edge can appear.
SUPPORT
⚡️LNMS on Lightning: lnms@ln.mtpelerin.com
₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p
💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00
Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7
LINKS
📰 LNMS Newsletter: https://lessnoisemoresignal.substack....
🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn
🎧 LNMS on Apple: https://tinyurl.com/4apksnyn
🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku
🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw
🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p
🌐 LNMS Website: https://www.lessnoise-moresignal.com/
📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

SOCIALS
Follow on X👉 https://x.com/pahueg
Follow on Nostr 👉 https://primal.net/pascal
Follow on LinkedIn 👉 / pascal-huegli

▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬https://youtu.be/cfoKk584t7M▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬Alfie Kerswell breaks down how he approaches markets from first principles. His framework starts with growth, inflation, and liquidity, then connects those forces to rates, FX, and equities. He explains why labor market data, inflation buckets, real rates, and asset pricing all have to be viewed together.▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬📰 LNMS Newsletter: https://lessnoisemoresignal.substack....🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬Follow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 / pascal-huegli

DISCUSSION

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE

EPISODE

In thisepisode, Marvin Barth, a veteran macro thinker, shares insights on geopolitics,central banking, US-China relations, and the future of global markets. Weexplore the secrets of the BIS, the US Iran war, and the strategic movesshaping the world economy.

Follow MarvinBarth 👉 https://x.com/marvinjbarth

SUPPORT

⚡️LNMS onLightning: lnms@ln.mtpelerin.com

₿BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.

LINKS

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

SOCIALS

Follow onX👉 https://x.com/pahueg

Follow onNostr 👉 https://primal.net/pascal

Follow onLinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/

CHAPTERS

00:00Intro

02:00 GeopoliticalDynamics and the Role of the U.S.

18:28 Understandingthe U.S.-Iran Conflict

33:57 TheBigger Picture: Resources, Strategy, and American Exceptionalism

44:39 TheChina Threat: Analyzing the Exaggeration

51:06 TheAI Race: Implications for US Industrialization

56:12 CurrencyControl: China's Economic Strategy

01:01:27 TheWalsh Era: Changes at the Federal Reserve

01:17:10 MarketReactions: Asset Prices in the Walsh Era

Disclaimer

Thepublications on this website and in these videos, including any references andlinks, are provided for information purposes only and do not constituteinvestment advice, investment analysis, or an offer or recommendation to buy orsell financial instruments. They do not replace investment or otherprofessional advice. The information reflects the state of knowledge at thetime of preparation and may be changed at any time without notice. The contentis intended for natural people only. No liability is accepted for the accuracy,completeness, or timeliness of the information provided, its sources, or forany resulting losses or damages. Liability for slight negligence is excluded. Marketingcommunication. Not investment advice. Investing involves risk. Transactions inBitcoin may result in the total loss of the capital invested.

DISCUSSION

💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE

EPISODE

In this episode, Alfie Kerswell shares his first principles approach to macro trading, focusing on growth, inflation, liquidity, and cross-asset correlations. Discover how to analyze market drivers and identify mispricings to gain an edge in trading.

Follow Alfie Kerswell 👉 https://x.com/_alfiekerswell

SUPPORT

⚡️LNMS on Lightning: lnms@ln.mtpelerin.com

₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p

💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00

Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.

LINKS

📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/

🎧 LNMS on Apple: https://tinyurl.com/4apksnyn

🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku

🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw

🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p

🌐 LNMS Website: https://www.lessnoise-moresignal.com/

📖 Bitcoin Book: https://www.amazon.de/dp/1967693013

🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn

SOCIALS

Follow on X👉 https://x.com/pahueg

Follow on Nostr 👉 https://primal.net/pascal

Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/

CHAPTERS

00:00 Intro

01:40 Understanding Market Dynamics: Growth, Inflation, and Liquidity

04:28 Building a Framework: First Principles in Market Analysis

09:00 Data-Driven Insights: Assessing Growth and Inflation

14:46 Liquidity's Role: Connecting Economic Data to Asset Markets

19:51 Navigating Real Rates: The Key to Understanding Liquidity

21:54 FX Markets: The Complexity of Currency Dynamics

23:49 Currency Dynamics and Equity Markets

28:57 Daily Market Analysis and Cross-Asset Correlations

35:22 Identifying Marginal Drivers of Asset Prices

43:39 Finding Alpha in Mispriced Assets

Disclaimer

The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.