

Tom Lee: Bullish Macro Outlook, Optimal Bitcoin Allocation, and S&P to... 15,000?!
4 snips Jul 22, 2024
Fundstrat's Tom Lee discusses the bullish outlook on Bitcoin, optimal portfolio allocation, potential market cap overtaking gold, wealth concentration solution through Bitcoin, S&P hitting 15,000 by 2030, sector rotation into small caps, macro forecasts, and Bitcoin as a new asset class.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Evolution of a Technology Analyst to a Macro Strategist and Bitcoin Enthusiast
01:32 • 9min
Exploring Bitcoin's Potential Value Compared to Gold
10:09 • 3min
Political Embrace and Economic Concerns
13:22 • 10min
Bitcoin 2024 Conference and Bitcoin's Economic Empowerment
23:51 • 4min
Bullish macro outlook and potential rise of small caps
27:57 • 7min
Discussion on Inflation, Bitcoin Allocation, and Bitcoin as an Asset Class
35:06 • 4min