Bitcoin, Tech Stocks, & The Almighty Dollar (Macro Matters w. Teddy Vallee)
NOV 24, 2020
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!
Related episodes
Macro & Markets
Pro Crypto Insider Talks - August 2023
•
Delphi Co-founder & Head of Research, Kevin Kelly, and Founder & CEO of Real Vision, Raoul Pal, are back to analyze exactly what is going on at the nexus of crypto and macro. Recorded on July 25th, 2023.
Macro & Markets
Bull v Bear - Sunset & Horizons
•
In our season finale of Bull vs. Bear, we dissect the recent market selloffs, spotlighting tokens that performed well. As we ponder on endings, we also cast our gaze forward, predicting what the next months hold. Then, in the Bullish or Bearish section, we'll go back and forth on the whirlwind rise of Friendtech, Base's impact on COIN, Curve's continued price concerns, NVIDIA's earnings anticipation, and the sustainability of Rune's new rise. Join us, as we look forward to the golden sky at the end of the storm.
Macro & Markets
Pro Crypto Insider Talks - June 2023
•
Delphi Co-founder & Head of Research, Kevin Kelly, and Founder & CEO of Real Vision, Raoul Pal, are back to analyze exactly what is going on at the nexus of crypto and macro. Recorded on June 28th, 2023.