Episode Details
| Title | The Fiscal Spiral Has No Off Switch | Weekly Roundup |
|---|---|
| Date | 5/17/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $MSTR - MicroStrategy is seen as a strong investment due to its significant Bitcoin holdings and its performance in the context of demographic trends and market volatility.
- “MicroStrategy was, like, one of our biggest positions, obviously. And it defies anything in financial markets. The the one thing it makes sense is if you're looking at this from a demographic and volatility perspective, it makes so much sense. It's up 37%, which, like, which is doesn't on the surface, you're like, how is MicroStrategy up 37% this year?” - Tyler (36:24)
- 🟢 $BTC - 🔒
- 🟢 $DAX - 🔒
- 🟢 $TECH - 🔒
- 🟢 $GLD - 🔒
Bearish:
- 🔻 $TLT - 🔒
- 🔻 $USD - 🔒