We Talk Money Our Biggest Winners & Losers of 2025… So far
Oct 8, 2025
Explore the surprising rise of stocks despite weakening employment and how the government shutdown is affecting market sentiments. Delve into gold's impressive surge and discuss the role of institutional demand versus retail interest. The panel debates whether AI is a job killer or a productivity booster, while also highlighting thematic investing trends driving big gains like quantum and crypto. Personal trading successes and strategies are shared, alongside insights on potential altcoin rallies and the divergence of Bitcoin from major indices.
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Episode notes
Market Ignores Government Shutdown
- Markets are rallying despite a government shutdown and weak employment signals.
- Traders see the shutdown as a short-term dampener on noise, not a market stopper.
Hard Assets Rally From Debasement Concerns
- Gold and crypto gains reflect a broader "debasement" trade and distrust of fiat.
- Rapid adoption by institutions and stablecoin flows into treasuries both support hard-asset demand.
Size Positions And Protect Gains
- Expect overextended themes to pull back and use risk management during euphoric runs.
- Prepare for a healthy shakeout that removes overconfident participants.