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๐Ÿ‘ค Speaker
3605 total appearances

Appearances Over Time

Podcast Appearances

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

So it's just like your interest in Bitcoin is just sort of moving it around like a currency where you're holding dollars, you're holding Bitcoin, you're holding yen, whatever you think is sort of the best currency in that moment. But we're so far from that point at this point that I think the macro factors are

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

So it's just like your interest in Bitcoin is just sort of moving it around like a currency where you're holding dollars, you're holding Bitcoin, you're holding yen, whatever you think is sort of the best currency in that moment. But we're so far from that point at this point that I think the macro factors are

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

that impact Bitcoin are much more related to kind of pace of how quickly institutions, governments, and other sort of large term holders are picking up the crypto.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

that impact Bitcoin are much more related to kind of pace of how quickly institutions, governments, and other sort of large term holders are picking up the crypto.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

that impact Bitcoin are much more related to kind of pace of how quickly institutions, governments, and other sort of large term holders are picking up the crypto.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

Yeah. So next week, the big news is going to be the jobs report that comes out on Friday. We're going to get a glimpse into kind of how the employment situation is doing with the ADP report on Wednesday. So those are going to be critical in terms of determining where we're at economically. Obviously, the big sort of debate going on is sort of are we in a recession and to what extent?

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

Yeah. So next week, the big news is going to be the jobs report that comes out on Friday. We're going to get a glimpse into kind of how the employment situation is doing with the ADP report on Wednesday. So those are going to be critical in terms of determining where we're at economically. Obviously, the big sort of debate going on is sort of are we in a recession and to what extent?

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

Yeah. So next week, the big news is going to be the jobs report that comes out on Friday. We're going to get a glimpse into kind of how the employment situation is doing with the ADP report on Wednesday. So those are going to be critical in terms of determining where we're at economically. Obviously, the big sort of debate going on is sort of are we in a recession and to what extent?

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

Are we in a recession? So the jobs data is going to be sort of a big data point there. So far, the labor market has been pretty solid, even as other economic indicators have shown contraction. On that front, we also get ISM data. Next week, we get the ISM manufacturing index and also the ISM services index, the non-manufacturing data.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

Are we in a recession? So the jobs data is going to be sort of a big data point there. So far, the labor market has been pretty solid, even as other economic indicators have shown contraction. On that front, we also get ISM data. Next week, we get the ISM manufacturing index and also the ISM services index, the non-manufacturing data.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

Are we in a recession? So the jobs data is going to be sort of a big data point there. So far, the labor market has been pretty solid, even as other economic indicators have shown contraction. On that front, we also get ISM data. Next week, we get the ISM manufacturing index and also the ISM services index, the non-manufacturing data.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

So both of those, it'll be interesting to see if they are in contraction or to what extent they're in contraction. So that gives kind of an idea of how... companies are doing and how they're seeing the economy. So I think combining those kind of data points is going to give a really good economic look next week.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

So both of those, it'll be interesting to see if they are in contraction or to what extent they're in contraction. So that gives kind of an idea of how... companies are doing and how they're seeing the economy. So I think combining those kind of data points is going to give a really good economic look next week.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

So both of those, it'll be interesting to see if they are in contraction or to what extent they're in contraction. So that gives kind of an idea of how... companies are doing and how they're seeing the economy. So I think combining those kind of data points is going to give a really good economic look next week.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

And then if we're looking at earnings, the calendar's real light next week, but there are some interesting ones. CalMain, which is an egg producer, is reporting its earnings. With eggs, always sort of the the how prices are doing kind of indicator. I think it'll be interesting to see if they have any price predictions or price data in that earnings report.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

And then if we're looking at earnings, the calendar's real light next week, but there are some interesting ones. CalMain, which is an egg producer, is reporting its earnings. With eggs, always sort of the the how prices are doing kind of indicator. I think it'll be interesting to see if they have any price predictions or price data in that earnings report.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

And then if we're looking at earnings, the calendar's real light next week, but there are some interesting ones. CalMain, which is an egg producer, is reporting its earnings. With eggs, always sort of the the how prices are doing kind of indicator. I think it'll be interesting to see if they have any price predictions or price data in that earnings report.

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

And then there's a couple of high profile consumer focused companies, Constellation Brands, which is an alcohol producer. They do beer, wines, and spirits. They're reporting earnings. And then ConAgra, which is a large

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

And then there's a couple of high profile consumer focused companies, Constellation Brands, which is an alcohol producer. They do beer, wines, and spirits. They're reporting earnings. And then ConAgra, which is a large

Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation

And then there's a couple of high profile consumer focused companies, Constellation Brands, which is an alcohol producer. They do beer, wines, and spirits. They're reporting earnings. And then ConAgra, which is a large