Episode Details
| Title | US Assets Are Dead Money Without A Policy Shift | Weekly Roundup |
|---|---|
| Date | 4/18/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $PLTR - Palantir is seen as having significant upside potential due to increasing government contracts, despite the lack of clarity about their exact operations.
- “I still think there's a lot of upside in Palantir. The more and more I dig into and talk to some people about, you know, no one knows what they do. Let's be honest. You know? None none of us have a clue. But, you know, but I do you know, looking at where the government contracts are going, I think more and more money keeps going to Palantir” - Capital Flows (37:20)
- 🟢 $MP - 🔒
- 🟢 $LYNAS - 🔒
- 🟢 $RAREEARTH - 🔒
Bearish:
- 🔻 $MAGSEVEN - 🔒
- 🔻 $BONDS - 🔒
- 🔻 $BTC - 🔒