Episode Details
| Title | Positioning For The New Post-Election Market Regime | Weekly Roundup |
|---|---|
| Date | 11/9/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is gaining legitimacy as a real asset class, moving beyond speculative comparisons and becoming more widely acknowledged in the macro investment landscape.
- “I think finally puts a nail in the coffin to, like, the Bitcoin and crypto's rat poison view. And then if you're a macro non crypto person, you know, you can't bucket it with arc, Cathy Wood garbage patch stocks anymore. You have to you have to at least acknowledge it as being a real asset.” - Tyler (49:12)
- 🟢 $SOL - 🔒
- 🟢 $IWM - 🔒
- 🟢 $PRIVATETECH - 🔒
- 🟢 $FRONTIER - 🔒
Bearish:
- 🔻 $GLD - 🔒
- 🔻 $VIX - 🔒