Disbelief Stage, No Recession, Culture vs Technology - Daily Live 1.30.23 | E309
Bull market in 2023, recession worry is overblown, macro theory, Ray Dalio and bitcoin as gold alternative, culture versus technology
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Today's episode is a wide ride. I start by giving a long introduction to my theories and process. I then cover the current macroeconomic situation through charts, like bitcoin, the S&P 500, oil and more. I compare commentary by Ray Dalio and Neil Howe on bitcoin and bitcoin arguments. Ray Dalio, who I don't agree with often, is sounding much smarter than Neil Howe on this topic. Lastly, I discuss at length my thoughts on culture versus technology using a twitter poll by Steven Lubka. Overall, this is a broad and fun show. Enjoy.
- Ray Dalio video, Neil Howe video, and market psychological cycles
- Markets4Mayhem tweet about financial conditions
- Steven Lubka twitter poll
Charts and images
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