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

Disbelief Stage, No Recession, Culture vs Technology - Daily Live 1.30.23 | E309

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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.

Charts and images

Bitcoin daily chart
Bitcoin daily chart
S&P 500 daily chart
S&P 500 daily chart
S&P 500 daily chart with Triple Golden Cross
S&P 500 daily chart with Triple Golden Cross
Dollar index DXY daily chart
Dollar index DXY daily chart
HKD/USD peg range
HKD/USD peg range
US treasuries 10Y, 5Y and 2Y with Fed Funds target range
US treasuries 10Y, 5Y and 2Y with Fed Funds target range
US oil WTI daily chart
US oil WTI daily chart

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