On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital joins the show to discuss how inflation is driving demand for UBI.
We begin discussing Jordi's outlook for the rest of 2022 with a major focus on the U.S Dollar and how the rising dollar could lead to liquidity problems. Drawing parallels to 2020, when the Fed extended U.S Dollar swap lines all around the world, Jordi explains how this dynamic could further exacerbate the publics demand for UBI.
We then close the discussion looking at the cycles of inflation, crypto markets and Jordi's outlook for markets through the rest of the year, but to hear that, you'll have to tune in!
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Referenced In The Show:
Federal Reserve announces bilateral swap lines:
https://www.federalreserve.gov/newsevents/pressreleases/monetary20200319b.htm
Main Street Lending Program:
https://www.federalreserve.gov/monetarypolicy/mainstreetlending.htm
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(00:00) Introduction
(00:40) Jordi's Framework For 2022
(02:57) The U.S. Dollar
(09:56) Wealth Distribution & Social Cohesion
(12:20) Cycles of Inflation
(27:52) The Bull & Bear Case for Bitcoin
(36:20) Crypto Markets
(42:00) Final Thoughts
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Disclaimer: Nothing discussed on On The Margin 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.