Jim Bianco: Here's Why Tech Stocks Are OUTPERFORMING Crypto!

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.

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TIMESTAMPS

0:00 Intro
2:33 Stocks Outperforming Crypto?
9:41 AI Bubble?
15:10 Buffet Indicator
20:03 Money Markets at ATH
25:26 Crypto ETFs
35:08 Tokenization
39:55 Crypto’s Political Shift
46:26 Crypto’s Pain Points
59:08 Inflation
1:06:56 Recession Coming?
1:16:54 Market Movers
1:21:26 Jim Bianco’s Portfolio
1:27:37 Closing & Disclaimers

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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/

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