Episode Details
| Title | Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup |
|---|---|
| Date | 9/7/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is expected to decouple from large cap tech stocks and potentially outperform, suggesting a bullish outlook for BTC.
- “I think Bitcoin eventually detaches from the correlation in large cap tech and semis” - Tyler (51:04)
- “I think Bitcoin eventually detaches from the correlation in large cap tech and semis” - Felix (51:05)
- 🟢 $ASIANMKTS - 🔒
- 🟢 $GOLD - 🔒
- 🟢 $XLP - 🔒
Bearish:
- 🔻 $TECH - 🔒
- 🔻 $CHINA - 🔒