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#1013 Caleb Franzen On What Needs To Happen For Inflation To Fall

The Pomp Podcast

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Semi Conductor Stocks and Bit Coin - Is Micron Pulling Micron?

Market participants view semi conductor stocks as leveraged, or high beta exposure to technology. Bit coin is largely considered to be one of the most hi bata leveraged assets in terms of returns. But when i look at some semi conductor e t f, and i overlay that on top of the price of bit coin, none of them move nearly in line with a bitcoins price, as micron does. So this is a really unique relationship that i'm watching specifically.

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