Episode Details
| Title | How Arthur Hayes Has Prepared His Portfolio for the Elections - Ep. 728 |
|---|---|
| Date | 11/1/2024 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Arthur expects Bitcoin to perform well regardless of the US election outcome, due to continued expansionary monetary policy.
- “I think doesn't really matter who wins, Trump or Harris. In the medium term, more money more money will get printed, and therefore, crypto should do well or will do well.” - Arthur (1:42)
- “Bitcoin and, you know, finite supply assets that are globally fungible are gonna do very, very well, gold and Bitcoin.” - Arthur (52:01)
- 🟢 $SOL - 🔒
- 🟢 $GOAT - 🔒
- 🟢 $GOLD - 🔒
- 🟢 $ENERGY - 🔒
Bearish:
- 🔻 $USDJPY - 🔒