Episode Details
| Title | The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup |
|---|---|
| Date | 12/7/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is seen as a potential yield-generating reserve asset, with Bitcoin miners exploring ways to enhance yield on their holdings through asset management and options strategies.
- “If you're starting a new monetary system, it's gonna be high volatility. And one of the interesting things, and I I I can't say we don't own this name, but a Bitcoin miner reported earnings last week. And they said, we're starting an asset management arm for our HODLing, and we are going to be figuring out ways to enhance yield of the Bitcoin on our balance sheet.” - Felix (1:04:53)
- “Essentially, buying, selling puts, buying calls, right, enhancing you take that yield in, but you're smooshing volatility in that asset class as these Bitcoin miners get. It's a self fulfilling prophecy. You can issue converts. Now you get HODL more.” - Felix (1:04:53)
- 🟢 $CRYPTOMINERS - 🔒
- 🟢 $ARKK - 🔒
- 🟢 $SHORTBASKET - 🔒
- 🟢 $CONVERTIBLEBONDS - 🔒
Bearish:
- 🔻 $OIL - 🔒
- 🔻 $MSTR - 🔒