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What is the future for Coinbase? CPI print analysis, $TSM, $NVDA, and more tech talk w/ Josh Goltry
Josh is the Founder and Chief Investment Officer at JAG Capital.
Today's discussion quickly turns to the market rallying on the CPI print, with Josh laying out a case for why the Fed should continue to make 75bp increases until the situation is under control. Josh goes on to explain why, after a few great weeks, he's weighing up the prospect of taking capital off the table.
The conversation then turns to the fallout from Nancy Pelosi's trip to Taiwan last week. Fretting over the fate of TSM leads to Nvidia with Josh explaining the size of his position in the firm.
Josh then describes a future for crypto outside of speculation—one where real use cases will dominate and dictate value. The trio then discusses why Coinbase is one of the world's most hated stocks and talks about why its lean towards greater regulation will attract more institutional money.
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By Ryan PallottaJosh is the Founder and Chief Investment Officer at JAG Capital.
Today's discussion quickly turns to the market rallying on the CPI print, with Josh laying out a case for why the Fed should continue to make 75bp increases until the situation is under control. Josh goes on to explain why, after a few great weeks, he's weighing up the prospect of taking capital off the table.
The conversation then turns to the fallout from Nancy Pelosi's trip to Taiwan last week. Fretting over the fate of TSM leads to Nvidia with Josh explaining the size of his position in the firm.
Josh then describes a future for crypto outside of speculation—one where real use cases will dominate and dictate value. The trio then discusses why Coinbase is one of the world's most hated stocks and talks about why its lean towards greater regulation will attract more institutional money.