0:00 – INTRO NFA LIVE 10/15/26
3:25 Long-end yields fall on hot inflation
5:29 Fed credibility and October rate expectations
8:27 Equity risk premium and yield-curve warnings
13:50 ETF flows, rate hikes, and Bitcoin weakness
15:43 200-week average and long-term buying thesis
16:52 Stimulus checks and currency debasement
22:34 Energy headlines, fuel prices, and clean-energy investment
25:12 China, depleted reserves, and refining constraints
28:29 Midterm-year rate-hike playbook
30:16 Bitcoin dominance and altcoin outlook
31:09 AI agents, payments, and tokenized assets
33:12 – OUTRO
Come to the 1st ITC Conference:
https://www.benjamincowen.com/conference
Into The Cryptoverse Premium SALE:
Subscribe to Guy: https://www.youtube.com/@bureaupodcast
Subscribe to Rob: https://www.youtube.com/@DigitalAssetNews
⚠️Note: beware of all the fake Ben *scam-bots.*
⚠️Only *scammers* post an Email or Phone#.
⚠️Report all Email, Telegram & Ph# *scams.*
*Ben will never message you first—Do not send your crypto or private keys to anyone.*
source
