Episode Details

Why Is Trump Nuking Markets? | Felix Jauvin
4/8/2025
1000X β†—

Key Insights

Bullish:

  • 🟒 $ALTCOINS - Buying altcoins while shorting Bitcoin and Ethereum is historically a good trade when the market is near a bottom, as altcoins tend to bounce harder during recoveries.
    • β€œIf you're expressing a view that you think you're close to the bottom, act it's actually historically an extremely good trade, to try to buy buy alt and short Bitcoin and ETH against them because they tend to bounce way harder, on on on the way up.” - Jonah (53:54)
  • 🟒 $BTC - πŸ”’
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  • 🟒 $SPY - πŸ”’
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  • 🟒 $TREASURIES - πŸ”’
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Bearish:

  • πŸ”» $GLOBALIZATION - πŸ”’
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  • πŸ”» $OIL - πŸ”’
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  • πŸ”» $QQQ - πŸ”’
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