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The Pomp Podcast
#1383 Phil Rosen & Anthony Pompliano | Bitcoin Reveals The Trump Trade Is On!
Jul 18, 2024
Phil Rosen and Anthony Pompliano discuss the Trump trade impact on Bitcoin, small cap vs big tech investments, future interest rate cuts, and Jamie Dimon's evolving view on Bitcoin. They explore potential market trends, Fed policies, and Bitcoin price dynamics influenced by political events and billionaire investors.
27:52
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Quick takeaways
- Investors are shifting focus from big tech to small-cap companies for higher growth opportunities due to potential interest rate cuts.
- The 'Trump trade' speculation, driven by policy changes, is influencing market sentiment and asset class speculation, impacting Bitcoin's price movements.
Deep dives
Shift towards Small Caps and Away From Big Tech
The conversation delves into the shift in investment focus from big tech to small-cap companies. Initially, investors were heavily leaning towards big tech due to the promise of AI advancements and the robust financial performance of these tech giants. However, with changing market dynamics such as fluctuations in interest rates, investors are now considering small-cap companies. The potential for cheaper capital due to possible interest rate cuts is driving this shift, indicating a move towards smaller companies for higher growth opportunities.
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