Who's Coming For The Market In Q3?

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!

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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) Bitcoin's Been Co-opted: The Walk-Out-Of-The-Cage Trade

(32:38) The HOOD Trade & Taking Profits Like A CTA

(40:09) Beyond AI: Israel, Real Estate & Hidden Megatrends

(45:17) Find Your Niche: The Best Career Advice For The AI Era

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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.