Episode Details
| Title | Why The Macro Is Still Bullish Liquidity | Weekly Roundup |
|---|---|
| Date | 11/2/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $BTC - The high premium and incentive for companies like MicroStrategy to issue shares and buy Bitcoin suggests a bullish outlook for Bitcoin prices.
- “The moral of the story is the premium remains aggressively high, and the incentive to issue shares and buy Bitcoin remains high.” - Tyler (51:25)
- 🟢 $TREASURIES - 🔒
- 🟢 $KRE - 🔒
- 🟢 $STABLES - 🔒
Bearish:
- 🔻 $VIX - 🔒