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The Fed Bluff, The AI Bubble & The Bitcoin Bottom

The Jack Mallers Show

Yo! Welcome back. How are you guys? What's going on? You are listening to The Jack Mallers Show. I am your host, Jack Mallers, and this is yet another edition of Mailbag Monday, episode 125. Today's episode is titled, The Fed's Bluff, The AI Bubble, and The Bitcoin Bottom.

I'll follow up on my claim that I think Fed hawkishness is noise and misleading, arguably intentionally. We'll talk about some kinks in the armor of the AI Bubble, some recent updates that are giving weakness to things like the NASDAQ, the MAG7, some of the AI narrative. And on top of that, pull on the Bitcoin Bottom thread a little bit. How are we doing? What are some of the metrics that I typically look at as Bitcoin bottoms?

We get a little bit of a price pump. Everyone's euphoric online. I mean, we're sitting at 64k. But we'll take a look at all that. And then obviously, I don't have a strategy sailor section in here. I already told you guys, not really going to make that a mainstay. If you want me to talk about it, obviously, they sold some Bitcoin today, or they did last week and they announced it today.

If you have questions about that, if you want some thoughts, leave it in the live chat and Dylan can make sure that I address it. If not though, I don't have anything planned, just an FYI. So it's up to you guys if I talked about it or not. With that being said, let's timestamp this so that we can get into it. It is July 6th, 5.03 PM Central Time.

The Fed Bluff, The AI Bubble & The Bitcoin Bottom

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Fed Bluff, The AI Bubble & The Bitcoin Bottom

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.