Welcome back to The Mining Pod! Today, Vuk Vuković, economist and co-founder of Oraculum Fund, joins us to talk about Jackson Hole expectations, Fed Chair Powell's next moves, Trump's pressure for rate cuts, tariff negotiations, and why Bitcoin now trades like a traditional risk asset. Vuković shares insights from his fund's unique crowd-sourced prediction methodology that accurately called Trump 2016 and Brexit.

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NOTES:

• Orca Fund grew from $700K to $75M in 2.5 years

• Fund targets 30% annualized returns via volatility

• US debt-to-GDP ratio now 120% vs 25% in 1970s

• Markets pricing in September Fed rate cut

• Bitcoin correlation with Nasdaq hurts hedge value

• Gold replacing bonds in 60/40 portfolios

Timestamps:

00:00 Start

01:36 Vuk Vuković intro

03:36 Value of Volatility

05:02 Methodology

08:25 Jackson Hole Thoughts

11:14 Colorado Air Filter

12:15 Cutting rates

15:18 Powell Predictions

16:10 Companies Absorbing Tariffs

17:33 Equities Market

22:01 What's the Market Pricing In?

23:49 BTC September Dips

25:39 Prediction Markets

26:10 Cleanspark

26:38 Risk Assets

28:29 Gold

30:34 Hedging Strategy

31:59 Tariffs

35:58 Strategy of Rate Cuts

37:18 BTC Price Drop?

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