Dr. Jeff Ross

Recorded on March 14, 2025.Topics:Analogy for the market tantrum... which is probably almost overEconomy 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 easeInternational (ex-US) economies already being bolstered by their respective central banks and improving economic conditionsUS dollar strength peaked in mid-January 2025... two month lag effects almost completeThese amplified market moves lowerAssets, especially bitcoin and QQQ's now oversold... a great contrarian indicatorLeading economic indicators generally bullish across the boardQ&A from the live stream chat

Guest: Nik BhatiaAuthor of Layered Money and Bitcoin Age (coming soon!)Adjunct Professor at the Marshall School of Business ‪@USC‬ Founder of ‪@TheBitcoinLayer‬ Topics:Southern CA wildfiresNew book forthcoming... Bitcoin AgeSummer USC course for high school students on AI and BitcoinMacro thoughtsUS Dollar weakness and US Treasury ratesBitcoin price action and technical analysisRapid fire Q&A from the audience

Topics:Macro summer cancelled for nowNegative GDP growth in 1Q 2025... a one-off?Accelerating disinflationBarely positive Manufacturing PMIContractionary Manufacturing PMI New OrdersHow risk assets and bitcoin may respond in the near futureTreasury yieldsWill the 10-year yield fall below 4.0% and convince Joe?

Topics:Mike's personal lifeAmazing success of private investmentsValue investing and example public stocks BitcoinBitcoin mining

Topics:MSTRBitcoinDXY weaknessLong-term Treasury yieldsBitcoin cyclesCommon 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 equitiesOther Reasons to be OptimisticQuote of the DayQuestions/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