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