Are Rate Cuts Dead?

This week, recorded live in the 30 minutes before the Fed decision, we discuss whether rate cuts are dead and what to watch from Kevin Warsh. We deep dive into why a full-blown war with Iran barely dented the market and what could actually tank it, Jonah's journey from Berkeley communist to Republican, why you should collect the gold coins before the level ends, the idea journal and how billionaires actually trade, why SpaceX is a low-float meme coin and you have to play the game of flows over fundamentals, why an ocean of oil is bearish for inflation, why Bitcoin has lost its way and what disdain Avi needs to buy it, and why the Iran deal is just a pause before the next flare-up. Enjoy!

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Timestamps:

(00:00) Coming Up on 1000x...

(01:30) What Could Possibly Tank This Market?

(05:33) From Communist to Republican

(10:45) Collect The Gold Coins Before The Level Ends

(26:26) SpaceX Is A Meme Coin: Play The Game Of Flows

(30:25) Fed Preview: What To Watch From Warsh

(35:05) An Ocean Of Oil & Why Bitcoin Lost Its Way

(39:52) The Iran Deal Is Just A Pause

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.