
Episode #46
Wartime Markets, Broken Signals, and the Future of Venture Capital
<p>In this episode of the Cantilever Podcast, Danny Perez is joined by partners Brendan and Jon to break down a rapidly shifting macro environment — and what it means for markets, Bitcoin, and venture capital.</p><p>Over the past month, traditional market signals have started to break. Equities are down, but bonds and gold — typically considered safe havens — are also selling off. Meanwhile, Bitcoin has held relatively steady. So what's really going on?</p><p>The team explores the idea of a "wartime macro" environment, where geopolitical conflict, rising energy prices, and constrained liquidity are reshaping how markets behave — and boxi...

