EPISODE · Dec 2, 2025 · 11 MIN
Building AI Trading Tools, The MSTR Premium, and "Old School" Sentiment
from TradingLife Podcast with Brad Jelinek · host Brad Jelinek
After a brief hiatus, we are back to discuss the evolution of a modern trading workflow. In this episode, we cover the transition from standard spreadsheets to custom, AI-built Python tools—including a new voice-to-text trade logger and qualitative scanners based on "Rule Breaker" investing principles.We also dive deep into current market mechanics, blending old-school sentiment analysis with new-school data. We break down the "Investor Day" top in Nvidia, why the disappearance of the MicroStrategy (MSTR) premium removes a critical bid for Bitcoin, and why China and commodities might be the next contrarian play.Key Topics:Workflow Evolution: leveraging Claude to build SQL databases and voice-logging tools.Market Psychology: How "Investor Days" and retail euphoria signal tops (The NVDA example).The Crypto Thesis: Why MSTR losing its ability to issue equity at a premium signals a potential drop for Bitcoin to the $50k–$60k range.Global Macro: A contrarian look at China and commodities amidst the AI arms race.
What this episode covers
After a brief hiatus, we are back to discuss the evolution of a modern trading workflow. In this episode, we cover the transition from standard spreadsheets to custom, AI-built Python tools—including a new voice-to-text trade logger and qualitative scanners based on "Rule Breaker" investing principles.We also dive deep into current market mechanics, blending old-school sentiment analysis with new-school data. We break down the "Investor Day" top in Nvidia, why the disappearance of the MicroStrategy (MSTR) premium removes a critical bid for Bitcoin, and why China and commodities might be the next contrarian play.Key Topics:Workflow Evolution: leveraging Claude to build SQL databases and voice-logging tools.Market Psychology: How "Investor Days" and retail euphoria signal tops (The NVDA example).The Crypto Thesis: Why MSTR losing its ability to issue equity at a premium signals a potential drop for Bitcoin to the $50k–$60k range.Global Macro: A contrarian look at China and commodities amidst the AI arms race.
NOW PLAYING
Building AI Trading Tools, The MSTR Premium, and "Old School" Sentiment
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m