Less Noise, More Signal

Pascal

Welcome to Less Noise, More Signal. In a world saturated with news, hype, and endless chatter, finding clarity can seem like searching for a needle in a haystack. I’ve taken on this challenge and made it my mission to cut through the noise by amplifying the signal. Who am I? I’m Pascal Hügli. With a background in political philosophy, a career in investment management, and a deep expertise in Bitcoin and digital assets, I’m here to explore the ideas and connections that others do not bother to see. It’s not just about finding the right answers; it’s about asking the right questions. In each episode, I interview the most insightful thinkers in their respective fields. Every guest contributes a vital piece to the puzzle, helping us form a clearer picture of the forces shaping our world of macro, finance, and money. Listen in as my guests and I tilt the balance from noise to signal, one podcast episode at a time. Ready to elevate your understanding? Let’s dive in.

  1. 3h ago

    Stop Guessing Markets. Build a Real Framework

    ▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬https://youtu.be/cfoKk584t7M▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬Alfie Kerswell breaks down how he approaches markets from first principles. His framework starts with growth, inflation, and liquidity, then connects those forces to rates, FX, and equities. He explains why labor market data, inflation buckets, real rates, and asset pricing all have to be viewed together.▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬📰 LNMS Newsletter: https://lessnoisemoresignal.substack....🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬Follow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 / pascal-huegli

    13 min
  2. 6d ago

    The China War Is Already Happening

    DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE   EPISODE In thisepisode, Marvin Barth, a veteran macro thinker, shares insights on geopolitics,central banking, US-China relations, and the future of global markets. Weexplore the secrets of the BIS, the US Iran war, and the strategic movesshaping the world economy.   Follow MarvinBarth 👉 https://x.com/marvinjbarth   SUPPORT ⚡️LNMS onLightning: lnms@ln.mtpelerin.com ₿BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00 Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7.   LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/ 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn   SOCIALS Follow onX👉 https://x.com/pahueg Follow onNostr 👉 https://primal.net/pascal Follow onLinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/   CHAPTERS 00:00Intro 02:00 GeopoliticalDynamics and the Role of the U.S. 18:28 Understandingthe U.S.-Iran Conflict 33:57 TheBigger Picture: Resources, Strategy, and American Exceptionalism 44:39 TheChina Threat: Analyzing the Exaggeration 51:06 TheAI Race: Implications for US Industrialization 56:12 CurrencyControl: China's Economic Strategy 01:01:27 TheWalsh Era: Changes at the Federal Reserve 01:17:10 MarketReactions: Asset Prices in the Walsh Era   Disclaimer Thepublications on this website and in these videos, including any references andlinks, are provided for information purposes only and do not constituteinvestment advice, investment analysis, or an offer or recommendation to buy orsell financial instruments. They do not replace investment or otherprofessional advice. The information reflects the state of knowledge at thetime of preparation and may be changed at any time without notice. The contentis intended for natural people only. No liability is accepted for the accuracy,completeness, or timeliness of the information provided, its sources, or forany resulting losses or damages. Liability for slight negligence is excluded. Marketingcommunication. Not investment advice. Investing involves risk. Transactions inBitcoin may result in the total loss of the capital invested.

    1h 29m
  3. Jun 23

    How a Macro Trader Actually Reads Markets

    DISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkEPISODE EPISODE In this episode, Alfie Kerswell shares his first principles approach to macro trading, focusing on growth, inflation, liquidity, and cross-asset correlations. Discover how to analyze market drivers and identify mispricings to gain an edge in trading. Follow Alfie Kerswell 👉 https://x.com/_alfiekerswell SUPPORT ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00 Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7. LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/ 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn SOCIALS Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/ CHAPTERS 00:00 Intro 01:40 Understanding Market Dynamics: Growth, Inflation, and Liquidity 04:28 Building a Framework: First Principles in Market Analysis 09:00 Data-Driven Insights: Assessing Growth and Inflation 14:46 Liquidity's Role: Connecting Economic Data to Asset Markets 19:51 Navigating Real Rates: The Key to Understanding Liquidity 21:54 FX Markets: The Complexity of Currency Dynamics 23:49 Currency Dynamics and Equity Markets 28:57 Daily Market Analysis and Cross-Asset Correlations 35:22 Identifying Marginal Drivers of Asset Prices 43:39 Finding Alpha in Mispriced Assets Disclaimer The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice.The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded.Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

    46 min
  4. Bitcoin May Be the Only Asset Pricing the Risk

    Jun 13

    Bitcoin May Be the Only Asset Pricing the Risk

    ▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/ipZzmV9Dchk ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Joe Consorti explains why Bitcoin is underperforming while equities and AI names keep ripping higher. He argues capital may be crowding into the AI trade, while Bitcoin may be pricing geopolitical and inflation risk more honestly than other assets. The bigger question: is Bitcoin weak, or is it early? ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://donate.stripe.com/9B600k5Tscv… Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L… ▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬ 📰 LNMS Newsletter: https://lessnoisemoresignal.substack…. 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 ▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬ Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli

    10 min
  5. The Biggest Headwind for Bitcoin Is Not Strategy

    Jun 11

    The Biggest Headwind for Bitcoin Is Not Strategy

    ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this episode, Jamie Coutts shares insights on Bitcoin's current market dynamics, macroeconomic factors, and the impact of AI and liquidity trends on crypto investments. A must-listen for investors navigating the complex crypto landscape. Follow Jamie Coutts 👉 https://x.com/jamie1coutts ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00 Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7. ▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬ 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/ 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn ▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬ Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/ ▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬ 00:00 Intro 01:56 Understanding Bitcoin's Current Market Dynamics 05:30 The Impact of AI on Bitcoin and Crypto 10:01 Corporate Influence: The Case of MicroStrategy 14:51 Technical Analysis and Market Indicators 24:59 Understanding Market Indicators and Their Implications 26:43 Analyzing Historical Price Movements and Predictions 29:40 The Evolving Market Structure and Its Impact on Bitcoin 33:28 Navigating IPO Supply and Market Liquidity 40:42 Managing Volatility and Its Effects on Liquidity 45:38 Future Outlook for Digital Assets and Bitcoin Disclaimer The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

    49 min
  6. The Strategy Bitcoin Sale Everyone Misread

    Jun 6

    The Strategy Bitcoin Sale Everyone Misread

    ▬▬▬ FULL EPISODE ▬▬▬▬▬▬▬▬▬▬ https://youtu.be/ipZzmV9Dchk ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ CLIP ▬▬▬▬▬▬▬▬▬▬ Joe Consorti breaks down why Strategy selling 32 Bitcoin is not the red flag many people think it is. He argues the sale is tiny, deliberate, and designed to prove the company can sell without blowing up. In his view, this may remove one of the biggest bear arguments against Strategy and Bitcoin. ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://donate.stripe.com/9B600k5Tscv… Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L… ▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬ 📰 LNMS Newsletter: https://lessnoisemoresignal.substack…. 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 ▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬ Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 / pascal-huegli

    11 min
  7. Why Strategy Selling Bitcoin May Actually Be Bullish

    Jun 4

    Why Strategy Selling Bitcoin May Actually Be Bullish

    ▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ Joe Consorti discusses Bitcoin market dynamics, institutional strategies, and macroeconomic factors influencing Bitcoin's price, including recent Bitcoin sales by MicroStrategy and market sentiment amid geopolitical tensions. Follow Joe Consorti👉 https://x.com/joeconsorti ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00 Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7. ▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬ 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/ 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn ▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬ Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/ ▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬ 00:00 Intro 01:32 Bullish Developments for Bitcoin 02:51 MicroStrategy's Bitcoin Strategy and Market Reactions 05:58 Market Criticism and Long-Term Viability 09:04 Risks and Dividend Coverage 11:53 The Nature of MicroStrategy's Business Model 14:44 Saylor's Conservative Approach to Bitcoin 17:49 Bitcoin's Current Market Position and AI Trade Impact 22:02 Bitcoin as a Macro Asset 30:49The Impact of Geopolitical Events on Bitcoin 39:18 Navigating Inflationary Recessions and Market Volatility --- Disclaimer The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

    43 min

Ratings & Reviews

5
out of 5
3 Ratings

About

Welcome to Less Noise, More Signal. In a world saturated with news, hype, and endless chatter, finding clarity can seem like searching for a needle in a haystack. I’ve taken on this challenge and made it my mission to cut through the noise by amplifying the signal. Who am I? I’m Pascal Hügli. With a background in political philosophy, a career in investment management, and a deep expertise in Bitcoin and digital assets, I’m here to explore the ideas and connections that others do not bother to see. It’s not just about finding the right answers; it’s about asking the right questions. In each episode, I interview the most insightful thinkers in their respective fields. Every guest contributes a vital piece to the puzzle, helping us form a clearer picture of the forces shaping our world of macro, finance, and money. Listen in as my guests and I tilt the balance from noise to signal, one podcast episode at a time. Ready to elevate your understanding? Let’s dive in.

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