- Political climate influences environmental narratives, pointing out that media references to “climate crisis” suddenly dropped as energy demand pressures changed.
- The explosion of AI data centers has quietly forced policymakers to pivot from anti-energy rhetoric to encouraging more electricity production and deregulation.
- How AI companies are now some of the largest new consumers of electricity, making cheap, abundant power a strategic priority for the tech sector.
- Energy prices are being politically managed to stay low into the midterm elections to keep inflation optics favorable.
- While AI valuations are stretched, there’s unlikely to be an immediate bubble burst because capital flows and earnings momentum remain supportive.
- How end-of-year tax-loss harvesting creates forced selling in beaten-down stocks, temporarily pushing prices below fair value.
- Mutual funds selling to raise cash for capital-gains distributions can generate artificial dips that offer tactical buying windows for informed investors.
- Insider-buying activity is a useful signal in December, since executives often buy when their stock is mispriced due to seasonal pressures.
- A simple long-term Bitcoin approach: buy when it collapses on fear, hold through chop, and scale out when it becomes euphoric and parabolic.
- Concerns about the systemic risk attached to MicroStrategy’s leveraged Bitcoin balance sheet and how a sharp BTC drawdown could spark forced selling.
- How crypto ETFs, institutional custody, and Wall Street participation may reduce volatility over time but also increase susceptibility to coordinated market moves.
- How markets today reward patience, skepticism, and tactical opportunism more than blind buy-and-hold in all sectors.
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | Mergent College Advisors
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
For more information, visit the show notes at https://moneytreepodcast.com/best-trade-of-the-year-771