Bitcoin, Tech Stocks, & The Almighty Dollar (Macro Matters w. Teddy Vallee)

NOV 24, 2020

Kevin Kelly, CFA
Kevin Kelly, CFA

Consensus is calling for a weaker dollar and a cyclical recovery next year with market participants positioned accordingly. But what are the near term risks to this narrative and are investors really digging under the hood to understand the most probable path(s) forward?

In this special edition of Macro Matters, I bring back Teddy Vallee, Founder & CIO of Pervalle Global, to discuss his latest outlook on US tech stocks, monetary policy & real rates, gold and, of course, Bitcoin. Hope you enjoy!

Kevin Kelly, CFA
Kevin Kelly, CFA

0 Comments

Related episodes

A Game of Inches: Market Gets Behind Trump
DeFiA Game of Inches: Market Gets Behind Trump
By
Anil Lulla
Pro Crypto Insider Talks - June 2024
Financial Market ThemesPro Crypto Insider Talks - June 2024
By
Anil Lulla
Pro Crypto Insider Talks - May 2024
Financial Market ThemesPro Crypto Insider Talks - May 2024
By
Anil Lulla
Pro Crypto Insider Talks - April 2024
Financial Market ThemesPro Crypto Insider Talks - April 2024
By
Anil Lulla