Long Gold And Short Semis Into Year-End? | Weekly Roundup
Is the AI trade officially dead and where can investors hide while we wait and see? This week, we’re joined by Tony Greer to unpack the semiconductor selloff and the trades taking shape into year end. We also discuss gold’s resilience, a potential bond bottom, the Fed’s next move ...Show more
Is The AI Selloff A Buying Opportunity? | Warren Pies
Is the AI trade busting or is the market just catching its breath? This week, Warren Pies of 3Fourteen Research joins us to explain why he took equity risk off while still believing the AI build-out has room to run. We also explore financials vs. staples flashing caution, why Fed ...Show more
Dan Tapiero has deployed more than a billion dollars into growth stage digital asset companies in the last few years. He's also convinced that the bear market is over. In this conversation, he and NLW discuss the narrative resilience of crypto with institutional investors; why co ...Show more
🚨Bitcoin EXPLOSION Ahead? Fed Rate Cuts, Trump vs Harris, Coinbase BlackRock ETF, SEC Gary Gensler!
Crypto Water Cooler Ep 016 - David from the @TheNextBlock3 joins me to discuss the lates in the crypto market: Topics: - Fed Cuts Rates and When Bitcoin and ...Show more
Santi's Favorite Memecoins and What Kraken's L2 Means | Roundup
In this episode, we dive deep into why memecoins have become undeniable for both retail and institutional investors. We explore key trading insights from Soros and Druckenmiller that apply to today's crypto market, then examine Kraken's L2 launch and what it means for exchanges. ...Show more