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Mike (panelist)
Macro strategist and recurring panelist known for cautious, often bearish takes on bonds and commodities and for contrarian market views featured prominently in the episode.
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15 snips
Jan 5, 2026
• 1h 5min
Bitcoin BREAKS OUT As Global Conflict ERUPTS! Here's What's Next...
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Dave Weisberger, a market commentator with deep insights on commodities, joins macro strategist Mike and market strategist James for a riveting discussion. They explore Bitcoin's surge as geopolitical tensions rise, with speculations on ETF inflows and potential short squeezes. The trio debates the Fed's rate-cut implications, the evolving dynamics of oil pricing, and the historical valuation of gold. They also tackle whether Bitcoin can thrive independently from stocks and the broader macro impacts of Venezuela's turmoil on the market.
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