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Podcast

Stocks Up & Crypto Flat...Why? | Jim Bianco

Why Tech Stocks are Outperforming Crypto
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Jul 13, 20241 min read

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Why are stocks up but crypto’s not? What happened to the bull market?

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


RESOURCES

Jim Bianco

Bianco Research

Bianco Research Advisors

Exponential

Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here.

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