AI theme: infrastructure versus applications

2025 is coming to a close, and we're getting ready for some volatility next year!

So in this episode, we cover what we're trading right now and why…

And we look at some of our biggest wins and losses of 2025.

You'll also learn:

• Why bitcoin is red on the year when everything else is up
• How the AI boom and bust could impact markets
• What are the biggest themes of 2026?
• And much more!

Submit a question for the show at https://www.wetalkmoney.com