Rotation Underway?
- Author
- Rakaan Kayali
- Published
- Fri 12 Jul 2024
- Episode Link
- None
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Rotation Underway?
In this episode, we will cover:
- Bitcoin at 57,700, Tesla at 250, and Iris Energy up 9%.
- Greenmarket across the board, including crypto.
- Lowest inflation number in three years, raising chances of a September rate cut to 95% and a 6% chance of a July cut.
- Hedge funds shorting small and medium cap companies, which may benefit more from interest rate cuts, potentially causing a short squeeze.
- Better deals in small and mid-cap companies compared to large caps.
- Small and mid-cap companies in resilient sectors like healthcare are more attractive during a potential mild recession.
- Commodities like lithium are benefiting from lower interest rates, driven by increased demand for electric vehicles.
- Anticipation of a market rotation and plans to add to the small-cap portfolio.
- Q&A segment on rate cuts' impact on Bitcoin, long-term investments, and thoughts on various stocks and projects.
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DISCLAIMER
Anything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.
