The Old North American Union Idea, Tech Stocks To Watch

🎙️ NEW PODCAST WITH CHRIS AND DANNY

We have a new podcast to share with you. This time, Chris joined Danny on his CapitalCosm show for another thought-provoking discussion.

They dove into some of the biggest macro shifts (and other market events) taking place today as well as the opportunities on Chris’ radar, such as…

  • Why Chris sees a lot of asymmetry in specific tech stocks right now (no, he hasn’t gone crazy about the Mag 7).
  • The West and signs of a declining empire. How things like tariffs, wars, political pressure as a strategy historically always coincided with the end phase of a cycle.
  • Why the news about the dollar’s death is greatly exaggerated. Given the earlier point about the West’s decline, this might sound counterintuitive. But the fact is that with Europe’s economy imploding (and investors fleeing), the US is the only market that can absorb all that capital seeking for a new home.
  • Chris’s take on the Trump meme coin and Donald Trump’s change of heart on bitcoin (you might remember that the Donald was very vocally anti-crypto during his first presidency).
  • What to make of Mark Zuckerberg’s recent pro-free speech shift.
  • The growing North-South alliance. Donald Trump’s push for Greenland, Canada, and Panama is not a coincidence. Rather, it’s part of a much greater geopolitical shift with massive consequences — not just for the US but for many other countries around the world.
  • Practical tips for building a robust asymmetric portfolio.
  • And mucho mas!

You can listen to Danny's entire podcast on YouTube here.


More By This Author:

A Pullback Or…?
Bad News For Nvidia Bears
A Giant Sucking Sound

Disclaimer: This is not intended to render investment advice. None of the principles of Capex Administrative Ltd or Chris MacIntosh are licensed as financial professionals, brokers, bankers or even ...

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