Inside the episode
Why are stocks up but crypto’s not? What happened to the bull market?
Jim Bianco is the perfect guest to intersect crypto, traditional finance and the broader macro world. And that’s exactly why we brought him on the show today.
We ask him:
- Are tech stocks in an AI bubble?
- Is crypto going to have its moment?
- How’s the U.S economy really doing?
- What are the next potential market movers?
Jim guides us through all this, not only that, he explains how he’s positioning himself and his portfolio for 2024.
TIMESTAMPS
0:00 Intro
5:28 Stocks Outperforming Crypto?
12:36 AI Bubble?
18:05 Buffet Indicator
22:57 Money Markets at ATH
28:21 Crypto ETFs
38:02 Tokenization
42:50 Crypto’s Political Shift
51:37 Crypto’s Pain Points
1:04:19 Inflation
1:12:07 Recession Coming?
1:22:05 Market Movers
1:26:37 Jim Bianco’s Portfolio
1:32:48 Closing & Disclaimers
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