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Quinn Thompson

Contributor to the Ford Guidance Roundup and co-host of On The Margin podcast.

Top 10 podcasts with Quinn Thompson

Ranked by the Snipd community
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6 snips
Feb 24, 2024 • 1h

Stock Market Melt-Up Continues, Nvidia Earnings Beat | Weekly Roundup

This podcast touches on the continued rally in markets, Nvidia's impressive earnings, troubles in commercial real estate, Reddit's crypto investments, and more. Discussions also include the impact of inflation on trading strategies, the rise of AI technology, the evolution of investment towards Bitcoin, and the behavior of institutional investors during volatile periods.
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5 snips
Jul 27, 2024 • 1h 2min

Is It Time To Be Bullish? | Weekly Roundup

Quinn Thompson, a market trend analyst, joins Felix, a crypto commentator, Tyler Neville, an investment strategist, and Mike Ippolito, a cryptocurrency expert, for a deep dive into tumultuous market dynamics. They discuss the impact of the Yen carry trade unwinding and the bullish potential of recent trends. With the launch of Ethereum ETFs, they analyze market sentiment, liquidity challenges, and the psychological factors driving cryptocurrency valuations. Insights into economic indicators and legislative developments also shape their outlook on future market movements.
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4 snips
Sep 24, 2024 • 1h 3min

What The Latest Fed Decision Means For Markets | Weekly Roundup

Quinn Thompson, an economic projections expert, joins Tyler Neville, a financial analyst focused on the Fed, Jack Farley, a market trend analyst, and Felix, a private credit specialist. They delve into the implications of recent Fed decisions, bullish market signals, and the complexities of recession calls. The conversation touches on the trajectory of the economy, private credit markets, and intriguing concepts like the 'banana zone.' Their insights offer a clear snapshot of the interplay between economic policies and market dynamics.
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Jul 30, 2024 • 1h 6min

Deep diving Macro with Quinn Thompson of Lekker Capital on Digital Asset Trends | #EP 138

Quinn Thompson, CIO of Lekker Capital, delves into the intricate relationship between macroeconomics and cryptocurrency. He addresses the overvaluation of digital assets and the emerging strategies from Miami's crypto scene. Discussing post-COVID economic shifts, Quinn highlights the transition from deflation to inflation, exploring how government fiscal policies impact traditional finance. The insights on interest rates and economic psychology reveal how these elements could shape consumer behavior. Finally, Quinn shares current trends in crypto, including Bitcoin's volatility and the influence of global events.
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May 24, 2024 • 1h 2min

Second Order Impact of ETH ETFs | Roundup

Crypto expert Quinn Thompson joins Jason to discuss the potential Ethereum ETF approval, US politics impact on crypto, market movements, ETH/BTC dynamics, NFTs, stablecoins, and regulatory shifts. They delve into ETF implications on crypto assets, regulatory clarity calls, Mantle air drops, election speculations, investment strategies, and market conditions in the crypto space.
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Sep 25, 2024 • 1h 21min

UNCHAINED: With Rate Cuts and Upcoming Elections, What’s the Best Play in Crypto?

Quinn Thompson, a macro investor from Lekker Capital, and Travis Kling from Ikigai Asset Management dive into the implications of the Fed's rate cut on crypto markets. They discuss Bitcoin's disappointing summer performance and how the 2024 elections could shift the landscape for cryptocurrencies. The duo explores potential risks in the unwinding of the Japan yen carry trade and why certain assets might fare better under a Trump administration. They also touch on enduring concerns for SOL and how macro trends interlink with crypto valuation.
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Sep 24, 2024 • 1h 22min

With Rate Cuts and Upcoming Elections, What’s the Best Play in Crypto? - Ep. 709

Quinn Thompson from Lekker Capital and Travis Kling from Ikigai Asset Management dive into the recent Fed rate cuts and their implications for the crypto landscape. They discuss Bitcoin's lackluster performance compared to traditional finance and how upcoming U.S. elections could reshape market dynamics. The duo explores potential risks tied to the Japan carry trade and looks at how different political outcomes might impact crypto regulations. Interesting insights on Ethereum’s challenges and the future of Solana make this a must-listen for crypto enthusiasts.
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May 22, 2024 • 54min

#1363 Quinn Thompson | Bitcoin's Future In America Is BRIGHT

Quinn Thompson, Founder of Lekker Capital, discusses capital allocation, asset evaluation, macro data points, global events' influence on the U.S, fiscal and monetary policies, upcoming election, and meme coins. Topics include Bitcoin's unique characteristics, investing in digital assets, comparing Bitcoin, Ether, and Solana, stablecoins, politics, and meme coins in the crypto landscape.
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Apr 8, 2024 • 43min

Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)

Quinn Thompson, Founder and CIO of Lekker Capital, discusses using crypto instruments to analyze macro trends, inflation's impact on rates, Bitcoin's role compared to gold or NASDAQ, meme coin signals in the crypto cycle, and institutional involvement in Bitcoin. Insights on the halving, Microstrategy's value, and the mechanics of meme stock corrections are shared. Examination of GBTC selling and US govt's seized Silk Road coins offer additional depth.
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Mar 21, 2024 • 39min

Unpacking the Crypto “Cycle” w/ Quinn Thompson (Lekker Capital)

Join Alex Thorn and Quinn Thompson as they dive into the intriguing world of crypto cycles, near-term price predictions, and the future of markets. Explore DeFi's impact on institutional crypto, the launch of Lekker Capital hedge fund, market dynamics, ETF rumors, and the evolving landscape of cryptocurrency investments.