We Talk Money What We're Trading Going Into 2026
14 snips
Dec 12, 2025 As 2025 wraps up, prepare for market volatility and dive into trading strategies for 2026. Discover why bitcoin's performance is surprising, despite gains in other sectors. The hosts analyze a parabolic rally in gold and silver while questioning the sustainability of these gains. Hear the impact of institutional investments in ETFs and the shifting dynamics of crypto investors. Plus, explore the middle-class squeeze, rising costs for essentials, and the potential winners in the AI landscape.
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Late 2025 Market Reversal
- Stocks broke into bullish price structure mid‑May and then trended strongly into late November before a pullback to the 100‑period MA. This surprise rally showed markets can reverse expected corrections quickly and invalidate bearish consensus.
Bitcoin's Year Masked Big Wins
- Bitcoin reached a long‑term profit target at $120K despite finishing the year near flat after a deep pullback. The episode highlights how year‑end performance can mask large profitable swings within the year.
ETF Flows Cushion Bitcoin Pullbacks
- Institutional ETF inflows helped offset retail outflows during Bitcoin's correction, signalling continued accumulation by advisors and institutions. That suggests broader adoption can stabilize demand even amid volatile retail sentiment.