Recorded on March 14, 2025.Topics:

• Analogy for the market tantrum... which is probably almost over
• Economy and risk assets will run on underlying growth going forward (vs prior fiscal stimulus)
• Lagging indicators still bearish, which will enable the Federal Reserve to ease
• International (ex-US) economies already being bolstered by their respective central banks and improving economic conditions
• US dollar strength peaked in mid-January 2025... two month lag effects almost complete
• These amplified market moves lower
• Assets, especially bitcoin and QQQ's now oversold... a great contrarian indicator
• Leading economic indicators generally bullish across the board
• Q&A from the live stream chat

Guest: Nik Bhatia

• Author of Layered Money and Bitcoin Age (coming soon!)
• Adjunct Professor at the Marshall School of Business ‪@USC‬
• Founder of ‪@TheBitcoinLayer‬

Topics:

• Southern CA wildfires
• New book forthcoming... Bitcoin Age
• Summer USC course for high school students on AI and Bitcoin
• Macro thoughts
• US Dollar weakness and US Treasury rates
• Bitcoin price action and technical analysis
• Rapid fire Q&A from the audience

Topics:

• Macro summer cancelled for now
• Negative GDP growth in 1Q 2025... a one-off?
• Accelerating disinflation
• Barely positive Manufacturing PMI
• Contractionary Manufacturing PMI New Orders
• How risk assets and bitcoin may respond in the near future
• Treasury yields
• Will the 10-year yield fall below 4.0% and convince Joe?

Topics:

• Mike's personal life
• Amazing success of private investments
• Value investing and example public stocks
• Bitcoin
• Bitcoin mining

Topics:

• MSTR
• Bitcoin
• DXY weakness
• Long-term Treasury yields
• Bitcoin cycles
• Common sense hodling principles

Topics:

• My thoughts on the crashing fiat prices of both bitcoin and MSTR.
• Is this a good time to panic sell? Or buy with conviction?
• Were there similar price, momentum, and technical analysis set-ups over the past 1-2 years?
• If so, what happened afterwards?
• Just my thoughts. Not individual investment advice.

Topics:

• Mild US GDP growth and inflation deceleration
• A Buy The Dip opportunity or nah?
• Dollar weakness: Is it good or bad and will it last?
• Why EU, UK, Chinese, and other international equities actually might (gasp) outperform US equities
• Other Reasons to be Optimistic
• Quote of the Day
• Questions/Comments from the audience

Recorded on February 14, 2025.

Topics:

- Reasons to be optimistic

- Macro thoughts

- Equities

- Bitcon

First live stream!

Topics:

- Macro thoughts

- Investing

- Fund management

- Bitcoin