Here’s what was covered in episode 301 on January 23, 2025:
- Macro Musings - The impact of Trump's economic policies, investment trends in technology and AI, and the essential role of energy in supporting these advancements.
- Market Takes - Bullish trends in natural resources, the implications of a national crypto digital asset stockpile, and the ethical concerns surrounding meme coins.
- Bizarro Banter - The implications of government oversight exemplified by the Silk Road case, and the libertarian perspective on recent political actions.
- Premium Portfolio Picks - Rocket Lab, Solana. Insights on investment strategies and the evolving landscape of digital finance.