Episode Details

NVIDIA Passing The Baton From Growth To Value | Weekly Roundup
8/31/2024
On The Margin β†—

Key Insights

Bullish:

  • 🟒 $VALUE/CYCLICAL STOCKS - Discussing the potential for a healthier market structure with a shift towards value and cyclical stocks as the economy recovers from a slowdown.
    • β€œI think overall, it's a healthier market structure when you don't have just this one large cap tech leading the way. And I think that people are looking forward to, you know, coming out of this this, you know, economic slowdown, we can call it a private sector recession or whatever you want. And I think it's it's time to own other things.” - Quinn (0:00)
  • 🟒 $GOLD - πŸ”’
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  • 🟒 $BITCOIN - πŸ”’
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Bearish:

  • πŸ”» $NVIDIA - πŸ”’
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  • πŸ”» $ETH/BTC - πŸ”’
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