David Keller on the juxtaposition between market highs and economic uncertainty (1:15). Technical perspective on S&P 500, Nasdaq (3:40). Macro economic themes (8:00). Tech a strong sector, but valuations have become extreme (14:30). The death of buy and hold has been greatly exaggerated (17:30). Tesla the outlier (20:30). Counterintuitive moves in the dollar and oil (23:25). Bitcoin's technicals and practical value (30:40).

Show Notes:
Taking Note Of Market Patterns
Market Sentiment Is A Powerful Thing - Joe Albano, Tech Cache
Danielle DiMartino Booth On Jobs, Oil, Powell, Precious Metals, USD
SPY, QQQ, And Bitcoin

Episode transcript

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