Episode Details

Mastering Risk Management In A Rotational Market | Weekly Roundup
11/23/2024
Forward Guidance β†—

Key Insights

Bullish:

  • 🟒 $BTC - Bitcoin is viewed as a cyclical asset similar to commodities, serving as protection against monetary debasement.
    • β€œBitcoin, it it's just, like, another commodity, but it's it's just a different use case than what oil is or what natural gas is. But it it's still cyclical.” - Quinn (58:04)
  • 🟒 $VOL - πŸ”’
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  • 🟒 $IWM - πŸ”’
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  • 🟒 $SPACE - πŸ”’
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  • 🟒 $BANKS - πŸ”’
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Bearish:

  • πŸ”» $TLT - πŸ”’
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  • πŸ”» $MAG7 - πŸ”’
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