Episode Details
Title | NVIDIA Passing The Baton From Growth To Value | Weekly Roundup |
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Date | 8/31/2024 |
Podcast | On The Margin β |
Key Insights
Bullish:
- π’ $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.
- βI 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.β - Quinn (0:00)
- π’ $GOLD - π
- π’ $BITCOIN - π
Bearish:
- π» $NVIDIA - π
- π» $ETH/BTC - π