Episode Details
| Title | On the Margin: 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 appreciate significantly in value over the next 10-12 months, despite potential short-term volatility. There's an anticipation of capital rotation from large-cap tech stocks into Bitcoin, similar to the movement seen in consumer staples and gold.
- “We all know Bitcoin's gonna be a lot higher in ten to twelve months. It's just that the path, the distribution of probable outcomes to get there are quite wide.” - Quinn (53:56)
- “And we need Bitcoin to detach from that, and we need that capital to rotate, into Bitcoin similarly to, like, what we're seeing in consumer staples or gold.” - Tyler (51:52)
- 🟢 $GOLD - 🔒
- 🟢 $XLP - 🔒
- 🟢 $EM - 🔒
Bearish:
- 🔻 $TECH - 🔒