Rough Consensus with Checkmate
by James Check (Checkmatey)
Latest episode
Bonds and Bitcoin with Nik Bhatia (RC#12)
Bonds and Bitcoin with Nik Bhatia (RC#12)
About this podcast
Rough Consensus is a set of conversations between Checkmate, and the brilliant analysts who specialise in markets, macro, and Bitcoin.
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Episodes
- Bonds and Bitcoin with Nik Bhatia (RC#12) · 1 h 3 minG’day Folks, The world is working its way through a very interesting rotation of capital, with the US bond market being a primary recipient. In many ways, this runs counter to…
- Proof-of-Work Security with Bob Burnett (RC#11) · 1 h 19 minG’day Folks, A few weeks back, I prepared a piece titled Securing the Bag, where I laid out my thoughts on Bitcoins proof-of-work security model, and how I expect it to play out…
- Bitcoin's Divergence from Crypto with Travis Kling (RC#10) · 1 h 22 minG’day Folks, Today I had the great pleasure of talking with Travis Kling from Ikigai Asset Management, and having a conversation that was long overdue. I have followed Travis for…
- The Big Print with Lawrence Lepard (RC#9) · 1 h 10 minG’day Folks, I was delighted to catch up with Larry Lepard once again to talk about his new book The Big Print. Having monitored and invested in markets for many decades, Larry…
- MicroStrategy Bewilderment with Jeff Walton (RC#8) · 1 h 20 minToday, we're releasing the latest edition of the Rough Consensus podcast with Jeff Walton (@PunterJeff) covering our thinking about MicroStrategy. Jeff was very early to the MSTR…
- Memetic Markets with Murad Mahmudov (RC#7) · 54 minG’day Folks, Today I jumped on the phone with Murad Mahmudov, who has been around the Bitcoin and onchain world for a very long time. Back in 2018, Murad was the guest on a…
- The Bitcoin Big Leagues with Alex Thorn (RC#6) · 1 h 1 minG’day Folks, I had the great pleasure of meeting Alex Thorn in Nashville, where we were joined by Dylan LeClaire to discuss whether the 4yr Bitcoin cycle is likely to persist…
- Crypto Market Structure with Permabull Niño (RC#5) · 1 h 8 minG’day Folks, Permabull Nino is one of my oldest friends in the Bitcoin industry. The two of us cut our teeth together studying and developing onchain tools and metrics over many…
- Trading Insights from my Market Mentor, Doc (RC#4) · 1 h 7 minG’day Folks, today I have something really special for you, and that is I am bringing in the biggest of guns to explore what on earth is going on right now in the Bitcoin market…
- Rough Consensus Podcast with Joe Carlasare (Ep #3) · 1 h 19 minG’day Folks, Today, I had a fantastic conversation with Joe Carlasare, who carries tremendous insight into how the regulatory, legal, and macro dynamics affect global markets…
- Rough Consensus Podcast with Lawrence Lepard (Ep #2) · 1 h 25 minG’day Folks, I had the great pleasure of meeting Lawrence Lepard in Nashville, and it was only natural to follow up with a conversation centred on sound money. Without a shadow…
- Podcast Launch: Rough Consensus with @TXMCTrades (EP#1) · 1 h 8 minG’day Folks, Today I have a real treat for you. With all the turmoil in markets this week, I wanted to jump on the phone with someone who has done serious proof-of-work…
- Bitcoin Cycle Top Hunting: June 2024 · 7 minThis is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.com One of the most requested topics I receive, and at no surprise, is to cover how I think…
- Stable, For Now... · 18 minThis is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.com Bitcoin rarely goes to sleep like this, and low volatility is certainly not something…
- Masterclass #4: Onchain Originals Price Models · 1 minThis is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.com Onchain analysis is a relatively young discipline, and the early golden years of…
- If It Walks, Talks and Quacks Like a Bull... · 6 minThis is a free preview of a paid episode. To hear more, visit newsletter.checkonchain.com Onchain analysis is a little bit like having partial x-ray vision at the poker table…
