When This Trade War Will End: Market Signals to Watch - James Check

5 months ago
201

Marty sits down with James Check to discuss the game of chicken being played between the US and China.

James on Twitter: ⁠https://x.com/_Checkmatey_

Checkonchain: ⁠https://charts.checkonchain.com/

Newsletter: h⁠ttps://newsletter.checkonchain.com/⁠

0:00 - Intro
0:36 - Tariff bomb
6:32 - Recession incoming
9:30 - Fold & Coinkite
11:08 - Yen/dollar devaluation game of chicken
15:33 - Gold and Bitcoin’s price floor
25:02 - Unchained Event
25:27 - Bull case is more likely
34:15 - Thesis meeting reality
43:51 - Bitcoinization of finance
46:59 - Bessent reset
54:26 - Closing monologue

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