We will talk about what a hard landing would look like, if it were to occur.
0:00 – INTRO
1:56 – The S&P 500 Risk Metric
3:56 – Higher for Longer
7:42 – Labor vs Inflation
14:47 – Yield Curve
17:08 – The Labor Market
27:55 – “In it for the Tech”
29:20 – Counter Evidence
32:05 – Three Past Examples
45:47 – Heroes & Villains
48:09 – The Magnificent Seven
51:50 – Bitcoin Dominance
53:49 – CSCO vs NVDA
55:04 – BTC.D + ETH.D
59:06 – Making the Case
1:02:49 – Melt⬆️Up
1:07:01 – The Main Character
1:12:47 – Closing Summary
1:15:21 – Closing Thoughts
1:15:55 – OUTRO
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