The Chopping Block: The Macro Special – Trump’s Trade War, Bitcoin Reserve & Market Chaos - Ep. 799

Bullish:

• $CRYPTO - Potential bullish outlook for crypto assets if the Federal Reserve cuts rates and increases liquidity, which could provide a significant boost to the market.

  • “We need we need fed cuts. We need liquidity. We need something to really provide the something more than just a bounce going into the back half of the year.”

    Quinn·56:52

  • “I do think weakness over, I think, a bounce into q two, but I think it's it's murky. And there's, oddly enough, the chance that it goes so awry that we do tip into a bigger recession that then the liquidity response is is required to be even larger, which would be the best outcome for crypto, I think, from a asset class price perspective.”

    Quinn·54:55

Bearish:

• $EQUITIES - Bearish outlook on equities, with the speaker having been out of the market since late December/early January due to a negative market view.

  • “I've been telling investors since late December and early January through all our communications. I've been very bearish, and we've been pretty much out of the market.”

    Quinn·0:30
• $COMMODITIES - Bearish sentiment on commodities, particularly corn, due to reduced export demand and trade tensions affecting US exports.

  • “Corn had a huge horrible day today. Mainly, because everyone thinks, like, corn demand outside The US. Like, US are big exporters.”

    Tom·33:10