Episode Details
| Title | On the Margin: Are You Ready For The 1st Turning? | Michael Millerman |
|---|---|
| Date | 11/27/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $INCUMBENTS - Investing against incumbent monopolistic corporations that are facing pushback and potentially crumbling due to changing market dynamics and regulatory pressures.
- “My general macro framework is that we're watching incumbents, giant monopolistic corporates that have basically bullied people, you know, for for years on the regulatory side are crumbling. You know, they're they're people are pushing back.” - Tyler (0:00)
- 🟢 $NUCLEAR - 🔒
- 🟢 $BTC - 🔒