Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

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BARBELLINSIGHTS

Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

Company

About
Privacy
Terms
Support

Contact

support@barbellinsights.com

Barbell Insights is research software, not investment advice.

The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS – Forward Guidance

The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS

Date: 3/21/2025Podcast: Forward GuidanceForward Guidance↗

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Bullish:

$TLT - Long duration bonds (10-30 year) until the Federal Reserve cuts interest rates, which is expected in a couple of months.
$BTC - Long Bitcoin as a global asset benefiting from liquidity, particularly from fiscal policies in Europe and China.
$HOOD - Long Robinhood stock as an alternative to Coinbase for exposure to the crypto market.
$STABLES - Long stablecoins due to their potential importance for the United States and increasing government interest.

Bearish:

$QQQ - Short the Magnificent Seven (large tech stocks) due to overconcentration of capital compared to the rest of the world.