LIVE From Permissionless | Forward Guidance & 1000x Collab Stream

Bullish:

• $BTC - Bitcoin is seen as a superior store of value compared to many fiat currencies, a potential hedge against catastrophic events, and could see a price surge if Trump wins the election.

  • “Bitcoin is objectively a better store of value. Maybe not a better means of exchange, but definitely a better store of value than, let's call it, a 100 of the world's 150 fiat currencies.”

    Jonah·9:01

  • “There's some argument to be made. Okay. Well, if there's a 1% chance of this catastrophic event happening, you know, if there's a 0.1% chance of a civil war in the United States of America, Well, what value does that assign to a currency that exists outside the bounds?”

    Avi·11:05

  • “If Trump wins, I'm gonna buy a breakout. It's got like, even if it goes even if it's 63 k go Bitcoin going into the, going into the sort of polling, and then it trades up to 75 on a Trump win, I'm buying 75s.”

    Jonah·52:02
• $DIESEL - Diesel is currently the only asset that Jonah's systematic trading strategy suggests being maximally long on.

  • “So, basically, what I'm long right now is diesel, because that's the only part of my portfolio that the robot wants to be max long.”

    Jonah·5:03
• $EQUALWEIGHTSP500 - Jonah is investing in the equal-weight S&P 500 ETF, believing it's time to diversify beyond the 'magnificent 7' stocks.

  • “What I'm doing when I get my cash inflows these days is I'm buying equal weight S and P. I'm buying the equal weight, S and P 500 ETF because I think that sort of the magnificent 7 have run quite a lot, and I think it's time to invest in other, you know, American companies.”

    Jonah·53:02