Episode Details
| Title | China Easing May Be A Turning Point For Markets | Weekly Roundup |
|---|---|
| Date | 9/27/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is expected to outperform in the latter stages of liquidity cycles when equities are elevated, with potential for higher returns compared to traditional assets.
- “Bitcoin has always had its best Bitcoin and crypto performance in the last portions of the liquidity cycles when equities are elevated.” - Quinn (36:01)
- “So the liquidity spice is falling. I'm not gonna bid equities to pico pico all time all time high multiples because that is a little too ridiculous. So I'm gonna go out the risk curve into Bitcoin and then crypto and more speculative assets where I can hopefully achieve a higher rate of return that makes up for, the falling risk free rate.” - Quinn (37:04)
- 🟢 $GOLD - 🔒
- 🟢 $EQUITIES - 🔒
- 🟢 $CRYPTO - 🔒
- 🟢 $COPPER - 🔒
- 🟢 $CNY - 🔒
- 🟢 $KGC - 🔒