Kyle Chasse crypto, Released on 4/27/26

00:00 Intro
02:07 Recession Signals
04:06 Private Credit Freeze
06:40 How Private Credit Works
09:27 Locked Funds and Markdowns
12:50 Housing and Bank Contagion
15:02 War Oil Shock Scenarios
19:46 Bitcoin Gold and Nasdaq
23:11 AI CapEx Bubble Mechanics
26:22 AI Bubble Financing
35:15 Stealth QE Debate
37:22 Crash Structure Signals
39:37 Inflation And Housing
43:24 Midterms And Recessions
46:26 Gold Silver Reset
47:47 Bitcoin Risk Off View
50:22 War And Wrap Up

Edward Dowd is currently a Founding Partner of Phinance Technologies, a global macro alternative investment firm. He is also author of the book “Cause Unknown”: The Epidemic of Sudden Deaths in 2021 & 2022 & 2023. Edward has worked on Wall Street most of his career, spanning both credit markets and equity markets. Some of the firms he worked for include HSBC, Donaldson Lufkin & Jenrette and Independence Investments. Most notably, he worked at Blackrock as a portfolio manager where he managed a $14 billion Growth equity portfolio for ten years. After BlackRock, he founded OceanSquare Asset Management with two former BlackRock colleagues.

  economy, ed dowd, investing, recession