Episode Details
| Title | Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks |
|---|---|
| Date | 10/25/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is viewed as a strong long-term inflation hedge asset for the next several decades.
- “I think it looks like it's going to be the resounding inflation hedge asset for the next 50 or a 100 years.” - Chamath (25:50)
- 🟢 $COMMODITIES - 🔒
- 🟢 $LLY - 🔒
Bearish:
- 🔻 $SBUX - 🔒
- 🔻 $TREASURIES - 🔒