Transcripts - AMA

Election Impact + PFE Weakness + Bitcoin Rally

Cody hits on the impact of Trump's victory, bitcoin's future in a Trump administration, and the future of the biotech sector in the age of AI.

Cody Willard

06 Nov 2024 — 6 min read

Featured above: A gaggle of turkeys crossing the 12 fairway at Outlaw last weekend, a shot of my three dogs crashed out in the living room and a couple of pics of "Cybie" (what we've named him) out in front of my house this morning.

Here is the transcript from today's Live Q&A Chat.

Q. What are we trimming and what are we buying with Trump as President?

A. In the hedge fund, we're trimming a few Tesla (TSLA) calls options we have. We are buying a few puts on iShares Russell 2000 ETF (IWM) and CoinShares Valkyrie Bitcoin Miners ETF (WGMI). Mostly steady as she goes, regardless of which tool of the Deep State the Republican Democrat Regime put in this time (yes, Trump is also part of the Deep State, as evidenced by his cabinet and policies last go-round).

This Ain't Your Grandfather's Bubble

Although this bubble might not make sense at first glance, we think there is a relatively simple explanation for what is happening: the appetite for risk has gone up dramatically.

What I learned from creating an economic matrix was both shocking and expected

Luigi And The Sad State Of Crypto, Top (Nine!) Trims Here, And More

Top 5 trims in alphabetical order are: AAPL, AMZN, CRWD, GOOG, HOOD, META, NFLX, NVDA, TSLA. Hmm, that IS almost everything.