The Wolf Of All Streets Bitcoin BREAKS OUT As Global Conflict ERUPTS! Here's What's Next...
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Jan 5, 2026 Dave Weisberger, a market commentator with deep insights on commodities, joins macro strategist Mike and market strategist James for a riveting discussion. They explore Bitcoin's surge as geopolitical tensions rise, with speculations on ETF inflows and potential short squeezes. The trio debates the Fed's rate-cut implications, the evolving dynamics of oil pricing, and the historical valuation of gold. They also tackle whether Bitcoin can thrive independently from stocks and the broader macro impacts of Venezuela's turmoil on the market.
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Lower Gas Prices And Productivity Ease Inflation Worries
- Lower gasoline and higher productivity expectations reduce near-term inflation fears.
- The team expects significant Fed cuts this year, boosting risk assets if realized.
Americas Now Drive Global Oil Supply
- The Americas have shifted from deficit to surplus in oil production over the last decade.
- That structural change reduces OPEC's influence on global oil prices.
Gold's Monetary Premium Looks Historically High
- Gold's price relative to equities is historically elevated and reminiscent of 1929 extremes.
- That elevated monetary premium makes gold expensive versus industrial commodities like oil.