Fundamentals Shmundamentals

Let's get something straight. The market doesn't care about fundamentals. The only thing that matters is policy. Policy has been the driving force behind markets for +10 years and policy has continued to push this record run in stocks in 2020.

SHOW TRACKS (click in video to navigate)

  1. Opening monologue

  2. Portfolio update

  3. What’s going on out there

  4. Stonks stink

  5. Have you see the US Dollar

  6. Bitcoin and more

  7. Closing crypto thoughts

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