The Wolf Of All Streets Bitcoin & Gold Stall As Markets Brace For Rate Cuts! Are All Time Highs Next?
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Sep 15, 2025 
Dave Weisberger, a market structure expert, shares insights on how anticipated rate cuts may influence Bitcoin and gold markets. James, a newsletter writer on shadow banking, discusses the implications of private credit and recent market dynamics. Bloomberg strategist Mike McGlone analyzes commodity trends, particularly the unique position of gold amidst deflationary pressures. The trio dives into economic signals and investment strategies, considering whether we could see new all-time highs soon in the wake of shifting monetary policy.
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Gold Positioning Looks Supportive
- Gold isn't overbought by positioning metrics and has room to run if trends persist.
- Managed-money and ETF flows suggest gold's rally can continue rather than reverse immediately.
Anticipate A Tempered Fed Cut
- Expect Powell to execute a cautious 25bp 'hawkish cut' and emphasize data dependence.
- Prepare for short-term market confusion rather than a clear bullish impulse.
Financialization Explains Market Divergence
- Stock market gains have been driven by financialization and rising corporate profits versus shrinking labor share.
- That divergence binds Fed policy decisions and complicates trade-offs between asset prices and wages.