Stocks Up & Crypto Flat...Why? | Jim Bianco

Why are stocks up but crypto’s not? What happened to the bull market?

Jim Bianco is the perfect guest to intersect crypto, traditional finance and the broader macro world. And that’s exactly why we brought him on the show today. 

We ask him:

- Are tech stocks in an AI bubble? - Is crypto going to have its moment? - How’s the U.S economy really doing? - What are the next potential market movers?

Jim guides us through all this, not only that, he explains how he’s positioning himself and his portfolio for 2024.

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/31?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E 

------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium 

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance 

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum 

🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku 

------ TIMESTAMPS

0:00 Intro 5:28 Stocks Outperforming Crypto? 12:36 AI Bubble? 18:05 Buffet Indicator 22:57 Money Markets at ATH 28:21 Crypto ETFs 38:02 Tokenization 42:50 Crypto’s Political Shift 51:37 Crypto’s Pain Points 1:04:19 Inflation 1:12:07 Recession Coming? 1:22:05 Market Movers 1:26:37 Jim Bianco’s Portfolio 1:32:48 Closing & Disclaimers

------ RESOURCES

Jim Bianco https://x.com/biancoresearch  

Bianco Research https://www.biancoresearch.com/visitor-home/  

Bianco Research Advisors https://www.biancoadvisors.com/  

Exponential https://exponential.fi/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠