Who's Coming For The Market In Q3?
About this episode
The episode discusses market dynamics and investment strategies for Q3, focusing on AI demand, cryptocurrency, and emerging trends.
This week, with portfolios sitting at all-time highs after the best NASDAQ quarter since 2020, we ask who's coming for the market in Q3? We deep dive into why that gut feeling means it's time to rotate not sell, the fundamentals vs flows debate and why sell-side analysts are structurally guaranteed to keep underpricing AI demand, why Micron at 7.5x forward earnings still isn't a bubble, why a strengthening dollar is the real threat to your assets, why Bitcoin has been co-opted by Wall Street and how to walk out of the crypto cage, the HOOD trade and taking profits like a CTA, the megatrends hiding beyond AI in real estate and collectibles, and the best career advice for the AI era: find your niche. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:03) Portfolio At All-Time Highs: Time To Rotate? (11:48) Fundamentals vs Flows: Why Analysts Keep Missing (17:48) Micron At 7.5x: This Isn't A Bubble Yet (20:40) Who's Coming For The Market In Q3? (It's The Dollar) (24:15)…
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