Episode Details
| Title | Bits + Bips: Trump’s Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing? - Ep. 811 |
|---|---|
| Date | 4/3/2025 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $ENERGY - Quinn's fund is long energy due to inflationary outlook, viewing it as one of the most interesting long positions alongside some emerging markets.
- “This is one of the reasons we're long energy. We view energy in a a couple, neighboring emerging markets to be the most interesting places that have longs on because all of this is inflationary.” - Quinn (15:12)
- 🟢 $GOOGL - 🔒
- 🟢 $SMALLCAP - 🔒
- 🟢 $EUBANKS - 🔒
- 🟢 $BTC - 🔒
Bearish:
- 🔻 $SPX - 🔒
- 🔻 $COST - 🔒
- 🔻 $AAPL - 🔒