Episode Details
| Title | What Deflation Means for Crypto, Gold and Tech | Weekly Roundup |
|---|---|
| Date | 7/13/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $Bonds - Positive outlook on bonds, especially in an inflationary environment.
- “If you're a pension allocator or a bond investor, this is your dream. You're hoovering bonds here. You are you're gonna love bonds with inflation.” - Tyler (0:00)
- 🟢 $Small Caps - 🔒
- 🟢 $Gold - 🔒
- 🟢 $Commodities, Energy, Precious Metals - 🔒
- 🟢 $Emerging Markets (EEM) - 🔒
- 🟢 $Homebuilders, Cyclicals, Energy - 🔒
- 🟢 $Gold Miners, Digital Gold - 🔒
- 🟢 $Small Cap Value - 🔒
- 🟢 $Tech Stocks - 🔒
- 🟢 $Bitcoin - 🔒