Cryptocurrency Up… Gold Down… What Could Possibly Go Wrong?
Release Date: 11/27/2024
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The Mar-a-Lago Accord could shake up the world economy. We also chat about resource efficiency, economic trends, geopolitical shifts, and the evolving global financial landscape. The Mar-a-Lago Accord, while still speculative, could reshape global markets, reinforcing the U.S.'s role in international finance and policy. Today we discuss... The high costs and artificial inflation surrounding Valentine's Day purchases. Wastefulness in modern consumerism, including the disposal of returned goods by major retailers. 3D printing as a less wasteful manufacturing process and its potential future...
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Graham Day joins us to talk about the best EFT diversification you can have in your investment portfolio. Graham shares his experience in the ETF world, from his start at PowerShares in 2008 to co-founding Innovator ETFs in 2017. Innovator introduced defined outcome ETFs, giving investors structured returns with protection against losses that were once only for the rich or through pricey products. They developed buffer ETFs, which limit potential gains but provide set protection against downturns, helping manage risk while keeping investments easy to sell and tax-friendly. The conversation...
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The Problem With Post Election Tariffs
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The Soul of Wealth with Daniel Crosby
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2025 Predictions Continue
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With all of the new Senate confirmations and executive orders from the past week, the 2025 stock market predictions continue! We explore how higher interest rates make borrowing more expensive and how a strong dollar challenges multinational corporations by making U.S. goods more expensive abroad. Rising oil prices further strain businesses by increasing transportation and production costs. Despite these fundamental factors, the market often disregards traditional economic signals, making price the ultimate determinant of value. Today we discuss... The week's news cycle was dominated by...
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Today we ask a burning question: is Donald Trump inflationary? We dive into the economic implications of Trump's policies, emphasizing their inflationary and deflationary effects. These measures could impact GDP, unemployment, wages, and inflation. We also explore the challenges of rising costs in basic necessities like food, transportation, and utilities, alongside broader concerns about the stock market's bullishness, potential corrections, and the need for sustainable economic growth. We also talk the commodity trends like coffee and the stock market's relationship to the Chinese...
info_outlineAs the Friday before Thanksgiving unfolds, we are seeing cryptocurrency up and gold down! The markets are in a reflective yet volatile state. The emergence of Bitcoin options sparks intrigue and skepticism, with aggressive call-to-put ratios suggesting speculative fervor but also significant risk. Amid these market shifts, a broader discussion unfolds on the profitability of writing versus buying options, with no definitive data but a clear invitation for insights from more experienced market participants.
Today we discuss...
- The Thanksgiving holiday week is historically a peculiar time for trading, with irregular schedules impacting market activity.
- The introduction of Bitcoin options has sparked curiosity, with high premiums signaling extreme market expectations but posing significant risks.
- Bitcoin's potential inclusion as a U.S. reserve asset has revived discussions, despite being a long-standing topic without concrete developments.
- Options trading serves as a tool for managing risk, with ongoing debate about whether option writers consistently outperform buyers.
- Advanced data and analysis on options market outcomes could provide valuable insights for seasoned investors.
- The Ethereum market has rebounded to a normal range but has underperformed Bitcoin.
- Bitcoin has benefited from two factors: election outcomes and speculation about its potential role as a reserve asset.
- Trump was strongly pro-Bitcoin, while Harris has shown lukewarm support, affecting market perceptions.
- Speculation on Bitcoin's role as a reserve asset has driven short-term price spikes.
- There are significant challenges to making Bitcoin a reserve asset due to its price volatility and speculative nature.
- Bitcoin's fixed supply and hoarding behavior contribute to its price volatility and limit its practicality as a currency.
- The U.S. government could use confiscated Bitcoin for reserves without impacting the market.
- Michael Saylor's leveraged Bitcoin strategy demonstrates the high-risk, high-reward nature of such plays.
- Bitcoin is increasingly seen as an asset class rather than a functional currency.
- The limited liquidity in Bitcoin due to speculative holding patterns mirrors challenges in other markets with reduced float.
- Small-cap stocks have performed well post-election, partly due to optimism about domestic economic policies.
- Small-cap indexes like the S&P 600 are stricter on profitability compared to the broader Russell 2000, impacting valuation clarity.
- Structural differences in today's IPO and investment landscape may affect the long-term potential of small caps.
For more information, visit the show notes at https://moneytreepodcast.com/cryptocurrency-up-663
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Phil Weiss | Apprise Wealth Management
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